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 | 7.15% | -0.29% | +4.72% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.77% | -0.06% | +4.95% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.59% | +0.25% | +6.35% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 5.21% | -0.21% | +5.13% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.18% | -0.07% | +7.01% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 5.10% | -0.01% | +4.75% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.18% | +0.23% | +7.41% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.08% | -0.12% | +7.06% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.99% | -0.10% | +4.05% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.92% | -0.02% | +4.35% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.85% | -0.17% | +7.46% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.81% | -0.16% | +4.32% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.73% | — | -0.85% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.72% | -0.12% | +7.48% | |
| 15 | ✓ | 株式-その他 | 1.43% | — | +6.79% | ||
| 16 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | ETF-その他 | 1.42% | — | +4.75% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.41% | — | -1.93% | |
| 18 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.40% | — | +3.08% | |
| 19 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.38% | — | +5.15% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.13% | — | -1.11% | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.12% | -0.08% | +92.67% | |
| 22 | IBND | State Street Spdr Bloomberg | ETF-その他 | 1.01% | — | +2.10% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.98% | — | +3.25% | |
| 24 | SF9 | Sanderson Farms INC | 株式-その他 | 0.94% | — | +0.73% | |
| 25 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.92% | — | +3.44% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.80% | — | -1.02% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.79% | — | -2.02% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | — | +23.79% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.78% | — | +6.25% | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.73% | — | +9.27% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.71% | — | +10.04% | |
| 32 | AON | Aon plc | 株式-金融 | 0.71% | — | +3.26% | |
| 33 | RTN1USD | Raytheon Company | 株式-その他 | 0.70% | — | +3.63% | |
| 34 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.70% | — | +3.38% | |
| 35 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.68% | +0.01% | +4.45% | |
| 36 | VLO | Valero Energy CORP | 株式-エネルギー | 0.67% | — | +5.28% | |
| 37 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.67% | — | +4.19% | |
| 38 | HRB | H&r Block INC | 株式-一般消費財 | 0.66% | — | +2.38% | |
| 39 | AAL | American Airlines Group INC | 株式-資本財 | 0.65% | +0.22% | +4.16% | |
| 40 | AFL | Aflac INC | 株式-金融 | 0.65% | — | +4.47% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | +4.69% | |
| 42 | ATR | Aptargroup INC | 株式-ヘルスケア | 0.64% | — | +4.25% | |
| 43 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.63% | -0.26% | +5.34% | |
| 44 | FUL | H.b. Fuller Co. | 株式-素材 | 0.63% | — | +5.37% | |
| 45 | WRKUSD | Westrock Co | 株式-その他 | 0.62% | — | +4.73% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.62% | — | -0.28% | |
| 47 | KSS | Kohls CORP | 株式-一般消費財 | 0.60% | — | +5.80% | |
| 48 | MSI | Motorola Solutions INC | 株式-IT | 0.59% | — | +5.03% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | — | +6.07% | |
| 50 | AIZ | Assurant INC | 株式-金融 | 0.58% | — | +4.87% |