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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 6.09% | — | -0.38% | |
| 2 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 4.75% | — | +4.29% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.91% | — | +3.41% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.47% | — | -1.28% | |
| 5 | GIGB | Goldman Sachs Inv Grd CORP | ETF-コモディティ | 2.96% | — | +5.15% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.72% | — | -10.46% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.70% | — | -4.11% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.63% | — | +0.79% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.62% | — | +8.14% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.36% | — | +83.03% | |
| 11 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 2.25% | — | +16.32% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.90% | — | +6.21% | |
| 13 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.90% | — | +3.16% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.78% | — | +2.52% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.58% | — | +1.14% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.52% | — | +1.17% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.51% | — | +0.18% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.48% | — | +0.65% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.21% | — | +2.43% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.17% | — | +1.74% | |
| 21 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.10% | — | +0.61% | |
| 22 | EQIX | Equinix INC | 株式-不動産 | 1.08% | — | +4.55% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.08% | — | +4.25% | |
| 24 | ACN | Accenture plc | 株式-IT | 1.01% | — | +3.70% | |
| 25 | BLKCHF | Blackrock INC | 株式-その他 | 1.00% | — | +3.94% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.95% | — | +3.80% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.95% | — | -11.90% | |
| 28 | PAYX | Paychex INC | 株式-IT | 0.92% | — | +4.00% | |
| 29 | TT | Trane Technologies plc | 株式-資本財 | 0.88% | — | +3.71% | |
| 30 | ADP | Automatic Data Processing | 株式-IT | 0.87% | — | +4.04% | |
| 31 | CCI | Crown Castle INC | 株式-不動産 | 0.87% | — | +19.10% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.85% | — | +4.61% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.85% | — | +3.76% | |
| 34 | WM | Waste Management INC | 株式-資本財 | 0.84% | — | +3.85% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.84% | — | +3.76% | |
| 36 | RSG | Republic Services INC | 株式-資本財 | 0.81% | — | +3.83% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.78% | — | -2.64% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.77% | — | +3.59% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.76% | — | +5.93% | |
| 40 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.74% | — | — | |
| 41 | KEYS | Keysight Technologies In | 株式-IT | 0.73% | — | +5.25% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.72% | — | +3.52% | |
| 43 | EMR | Emerson Electric Co | 株式-資本財 | 0.71% | — | +4.32% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | — | +3.09% | |
| 45 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.70% | — | +15.85% | |
| 46 | TROW | T Rowe Price Group INC | 株式-金融 | 0.70% | — | +5.15% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | — | +4.44% | |
| 48 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.68% | — | +215.82% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | — | +6.80% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.67% | — | +4.83% |