CIK: 0001633024
申告総資産額
$13.8億
| # | 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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.06% | -0.06% | +10.99% | |
| 2 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.82% | -0.29% | +39.40% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.61% | -0.10% | +1.64% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.60% | -0.07% | +21.79% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.37% | — | +1.08% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.93% | +0.25% | +32.71% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 2.41% | -0.21% | +43.53% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.36% | — | +1.82% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.32% | -0.01% | +38.19% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.30% | — | — | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.00% | — | -0.04% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.94% | — | -0.19% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.76% | -0.02% | +13.56% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.72% | — | — | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.71% | -0.16% | +9.77% | |
| 16 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.59% | — | — | |
| 17 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.50% | — | — | |
| 18 | T | At&t INC | 株式-通信サービス | 1.23% | -0.24% | +3.66% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.23% | -0.17% | +39.85% | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.13% | +0.23% | +37.89% | |
| 21 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 1.08% | — | — | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.07% | -0.12% | +27.78% | |
| 23 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.06% | — | — | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.02% | -0.12% | +36.36% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.01% | — | +7.33% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.00% | — | -8.29% | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 1.00% | — | +8.50% | |
| 28 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.97% | +0.01% | +8.73% | |
| 29 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.96% | — | -0.06% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.96% | — | -2.52% | |
| 31 | ✓ | 株式-その他 | 0.95% | — | +22.82% | ||
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 0.91% | +0.02% | +7.81% | |
| 33 | AFL | Aflac INC | 株式-金融 | 0.89% | — | +7.68% | |
| 34 | PM | Philip Morris International | 株式-生活必需品 | 0.76% | — | +5.66% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.72% | — | +7.64% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.69% | — | +5.11% | |
| 37 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.69% | — | — | |
| 38 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.65% | — | +12.07% | |
| 39 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 0.64% | — | — | |
| 40 | GIS | General Mills INC | 株式-生活必需品 | 0.63% | — | +11.57% | |
| 41 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.63% | — | +120.30% | |
| 42 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.62% | — | -1.42% | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.62% | — | +18.96% | |
| 44 | ✓ | Scana CORP New | 株式-その他 | 0.60% | — | -10.15% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.59% | — | +12.89% | |
| 46 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.58% | — | +12.47% | |
| 47 | MSI | Motorola Solutions INC | 株式-IT | 0.58% | — | +15.37% | |
| 48 | AIZ | Assurant INC | 株式-金融 | 0.57% | — | +11.96% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | -0.35% | |
| 50 | ADT | ADT Inc. | 株式-資本財 | 0.57% | — | +14.27% |