CIK: 0001542611
申告総資産額
$12.8億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 12.77% | — | -19.84% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 8.75% | — | +4.04% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 6.79% | — | +18.34% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 6.54% | — | +5.98% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 4.20% | — | — | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.19% | — | +53.42% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.98% | — | +486.00% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.93% | — | -13.60% | |
| 9 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 2.44% | — | +97.52% | |
| 10 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 2.39% | — | +135.20% | |
| 11 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.37% | — | — | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.08% | — | +1648.18% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.97% | — | +383.79% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.77% | — | +3.27% | |
| 15 | BND | Vanguard Total Bond Market | ETF-その他 | 1.41% | — | -4.45% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.38% | — | -2.71% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.37% | — | -7.40% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.29% | — | -8.72% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.18% | — | +590.00% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.89% | — | +39.49% | |
| 21 | EQIX | Equinix INC | 株式-不動産 | 0.88% | — | -10.11% | |
| 22 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.86% | — | +1.32% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 0.85% | — | +56.52% | |
| 24 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.84% | — | +93.39% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.74% | — | -12.94% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.72% | — | -0.22% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | -0.80% | |
| 28 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.69% | — | -3.94% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.69% | — | +4.46% | |
| 30 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.67% | — | +30.98% | |
| 31 | CCI | Crown Castle INC | 株式-不動産 | 0.66% | — | -13.25% | |
| 32 | ACN | Accenture plc | 株式-IT | 0.65% | — | -11.18% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.63% | — | +0.35% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.63% | — | -10.88% | |
| 35 | D | Dominion Energy INC | 株式-公益事業 | 0.63% | — | -12.63% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.61% | — | -11.73% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | — | -12.17% | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.59% | — | -12.55% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.57% | — | -10.92% | |
| 40 | BLKCHF | Blackrock INC | 株式-その他 | 0.57% | — | +52.84% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.56% | — | -8.19% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | -10.98% | |
| 43 | PAYX | Paychex INC | 株式-IT | 0.55% | — | +61.49% | |
| 44 | ADP | Automatic Data Processing | 株式-IT | 0.54% | — | +83.51% | |
| 45 | RSG | Republic Services INC | 株式-資本財 | 0.54% | — | -12.16% | |
| 46 | ETR | Entergy CORP | 株式-公益事業 | 0.53% | — | +15.11% | |
| 47 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.52% | — | +91.06% | |
| 48 | WM | Waste Management INC | 株式-資本財 | 0.52% | — | -13.58% | |
| 49 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 0.51% | — | — | |
| 50 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.47% | — | +257.56% |