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 | 5.00% | -0.07% | +1.20% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.33% | -0.12% | -0.22% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.29% | +0.23% | +0.91% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.11% | -0.12% | +0.36% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.00% | -0.29% | +3.43% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.84% | +0.10% | +0.88% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 2.75% | -0.21% | +3.55% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.52% | +0.27% | -1.03% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.50% | +0.25% | -2.35% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.35% | -0.06% | +3.65% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.22% | -0.01% | -0.47% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.19% | -0.02% | +1.03% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.07% | -0.17% | +3.55% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.87% | -0.16% | +3.59% | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.78% | -0.14% | +4.37% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.59% | — | +3.81% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.43% | -0.10% | +3.53% | |
| 18 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.41% | -0.12% | +1.87% | |
| 19 | CAH | Cardinal Health INC | 株式-ヘルスケア | 1.40% | -0.08% | -0.05% | |
| 20 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.39% | — | +3.87% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.38% | -0.09% | +4.17% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.36% | +0.28% | -0.56% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.35% | -0.08% | +0.31% | |
| 24 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.25% | — | +3.29% | |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.15% | — | +4.19% | |
| 26 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.12% | +0.03% | +0.23% | |
| 27 | VLO | Valero Energy CORP | 株式-エネルギー | 1.11% | — | +0.71% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.10% | -0.05% | +0.16% | |
| 29 | CSL | Carlisle Cos INC | 株式-資本財 | 0.88% | — | -2.35% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.88% | — | -0.84% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.88% | — | +0.22% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.86% | — | -0.10% | |
| 33 | AFL | Aflac INC | 株式-金融 | 0.86% | — | -3.51% | |
| 34 | NRG | Nrg Energy INC | 株式-公益事業 | 0.81% | — | -4.25% | |
| 35 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.81% | — | -2.70% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.81% | — | +0.59% | |
| 37 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.79% | +0.87% | -0.33% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.76% | +0.23% | — | |
| 39 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.76% | +0.41% | -3.25% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.74% | +0.02% | -1.97% | |
| 41 | ROST | Ross Stores INC | 株式-一般消費財 | 0.73% | — | -0.56% | |
| 42 | TXT | Textron INC | 株式-資本財 | 0.72% | — | -0.37% | |
| 43 | EIX | Edison International | 株式-公益事業 | 0.71% | — | -0.79% | |
| 44 | STX | Seagate Technology Holdings plc | 株式-IT | 0.69% | +1.44% | -0.90% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | +0.01% | |
| 46 | IP | International Paper Co | 株式-一般消費財 | 0.68% | — | -0.65% | |
| 47 | HOMB | Home Bancshares INC | 株式-金融 | 0.68% | — | -0.64% | |
| 48 | GLW | Corning INC | 株式-IT | 0.67% | +0.73% | -1.64% | |
| 49 | AON | Aon plc | 株式-金融 | 0.66% | — | +0.08% | |
| 50 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.66% | — | — |