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 | TIP | Ishares Tips Bond ETF | ETF-その他 | 5.54% | -0.29% | +45.13% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.43% | -0.06% | +10.09% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.38% | +0.25% | +27.37% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.23% | -0.01% | +34.41% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 4.09% | -0.21% | +59.72% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.99% | -0.07% | +14.20% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.33% | — | -17.12% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.28% | -0.10% | -14.33% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.22% | — | -3.95% | |
| 10 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.78% | — | +119.73% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.77% | -0.12% | +48.61% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.76% | +0.23% | +40.51% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.75% | -0.16% | +18.78% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.71% | -0.02% | +9.88% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.54% | -0.17% | +15.35% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.50% | — | -1.20% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.48% | -0.12% | +43.01% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.39% | — | -18.26% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.22% | — | -29.55% | |
| 20 | ✓ | 株式-その他 | 1.19% | — | +13.75% | ||
| 21 | IBND | State Street Spdr Bloomberg | ETF-その他 | 1.15% | — | +95.37% | |
| 22 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | ETF-その他 | 0.94% | — | +89.03% | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 0.90% | — | -6.48% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.90% | -0.08% | -3.01% | |
| 25 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.88% | — | -27.93% | |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.87% | — | +101.85% | |
| 27 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.85% | — | -26.28% | |
| 28 | SUB | Ishares Short-term National | ETF-その他 | 0.82% | — | — | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | — | -5.20% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.80% | — | +5.17% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.80% | — | -44.61% | |
| 32 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.79% | +0.01% | -4.24% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.77% | +0.02% | -3.79% | |
| 34 | AAL | American Airlines Group INC | 株式-資本財 | 0.75% | +0.22% | +8.26% | |
| 35 | AFL | Aflac INC | 株式-金融 | 0.74% | — | -3.53% | |
| 36 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.73% | — | -4.01% | |
| 37 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.72% | — | -4.77% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.68% | — | -32.72% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.67% | — | +1.81% | |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.67% | — | +192.36% | |
| 41 | SF9 | Sanderson Farms INC | 株式-その他 | 0.67% | — | — | |
| 42 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 0.66% | — | -16.54% | |
| 43 | AIZ | Assurant INC | 株式-金融 | 0.65% | — | +13.22% | |
| 44 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.64% | — | +11.84% | |
| 45 | NOVEUR | National Oilwell Varco INC | 株式-その他 | 0.62% | — | +12.15% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.61% | -0.24% | -31.07% | |
| 47 | MSI | Motorola Solutions INC | 株式-IT | 0.61% | — | +12.06% | |
| 48 | RIG | Transocean Ltd. | 株式-エネルギー | 0.61% | — | +11.01% | |
| 49 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.60% | — | +5.71% | |
| 50 | PB | Prosperity Bancshares INC | 株式-金融 | 0.58% | — | +22.79% |