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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.98% | -0.07% | +1.99% | |
| 2 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.21% | -0.29% | +2.19% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.17% | +0.23% | +2.51% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.05% | -0.12% | +3.51% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.87% | -0.12% | +2.18% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 2.68% | -0.21% | +1.85% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.36% | -0.06% | +1.72% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.32% | +0.25% | +2.52% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.27% | -0.01% | +1.12% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.27% | +0.27% | +3.11% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.11% | -0.02% | +3.24% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.96% | -0.05% | +2.90% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.89% | -0.16% | +1.55% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.85% | -0.17% | +2.45% | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.83% | -0.14% | +0.68% | |
| 16 | VLO | Valero Energy CORP | 株式-エネルギー | 1.51% | — | +0.11% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.44% | -0.10% | +2.76% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.43% | -0.09% | +2.76% | |
| 19 | CAH | Cardinal Health INC | 株式-ヘルスケア | 1.43% | -0.08% | +0.88% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.42% | — | +3.57% | |
| 21 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.41% | -0.12% | +2.11% | |
| 22 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.41% | — | +0.37% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.32% | -0.08% | +2.48% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.30% | +0.28% | +0.31% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.27% | — | +3.08% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.26% | — | +2.98% | |
| 27 | MBB | Ishares Mbs ETF | ETF-その他 | 1.25% | — | +1.86% | |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.20% | — | +2.18% | |
| 29 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.19% | — | +2.83% | |
| 30 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.04% | — | +5.16% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.86% | — | +1.35% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.85% | — | +2.07% | |
| 33 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.84% | — | -1.51% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.84% | — | +2.78% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.83% | — | +2.90% | |
| 36 | TXT | Textron INC | 株式-資本財 | 0.81% | — | +1.26% | |
| 37 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.80% | — | -0.47% | |
| 38 | AON | Aon plc | 株式-金融 | 0.73% | — | +1.02% | |
| 39 | AFL | Aflac INC | 株式-金融 | 0.73% | — | +0.53% | |
| 40 | ROK | Rockwell Automation INC | 株式-資本財 | 0.72% | +0.13% | +0.82% | |
| 41 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.71% | +0.41% | +0.81% | |
| 42 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.71% | +0.01% | +2.28% | |
| 43 | EIX | Edison International | 株式-公益事業 | 0.69% | — | +2.18% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.69% | — | +0.49% | |
| 45 | KR | Kroger Co | 株式-生活必需品 | 0.68% | -0.22% | +2.46% | |
| 46 | ROST | Ross Stores INC | 株式-一般消費財 | 0.68% | — | +1.19% | |
| 47 | LRCXEUR | Lam Research CORP | 株式-IT | 0.68% | — | +2.20% | |
| 48 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.68% | +0.01% | +2.47% | |
| 49 | JNP | Juniper Networks INC | 株式-その他 | 0.68% | — | +2.05% | |
| 50 | CSL | Carlisle Cos INC | 株式-資本財 | 0.67% | — | +2.29% |