CIK: 0001537147
申告総資産額
$1.6億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 11.10% | — | -8.21% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.09% | — | +5.39% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-その他 | 7.74% | — | -1.29% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 6.15% | — | -13.14% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.55% | — | -4.08% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.46% | — | -0.01% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 5.37% | — | -0.18% | |
| 8 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 5.04% | — | -7.11% | |
| 9 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 4.17% | — | +19.62% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-その他 | 4.16% | — | -3.78% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.03% | — | -4.12% | |
| 12 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 3.08% | — | -7.15% | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 3.07% | — | +13.92% | |
| 14 | DFIS | Dimensional International Sm | ETF-その他 | 1.73% | — | -0.69% | |
| 15 | MGMT | Ballast Small/mid Cap ETF | ETF-その他 | 1.60% | — | +6.55% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.46% | — | -22.11% | |
| 17 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 1.37% | — | -15.58% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.36% | — | +62.20% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 1.33% | — | -2.42% | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.94% | — | -3.27% | |
| 21 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.94% | — | -0.54% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.89% | — | -16.63% | |
| 23 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 0.89% | — | -23.42% | |
| 24 | ROAM | Hartford Multifact Emrg Mrkt | ETF-その他 | 0.88% | — | -9.47% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.86% | — | +7.58% | |
| 26 | ROUS | Hartford Multifact US Eqty | ETF-その他 | 0.73% | — | — | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.72% | — | +1.96% | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.70% | — | +0.02% | |
| 29 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.69% | — | -10.65% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.67% | — | -1.80% | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.63% | — | +4.46% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.61% | — | -21.81% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.53% | — | -17.76% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.49% | — | -0.94% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.47% | — | -6.35% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | — | -40.95% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.46% | — | +2.78% | |
| 38 | SON | Sonoco Products Co | 株式-一般消費財 | 0.36% | — | — | |
| 39 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.35% | — | -1.49% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | — | -31.39% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.30% | — | -34.04% | |
| 42 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.30% | — | -31.36% | |
| 43 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.29% | — | +6.18% | |
| 44 | NUE | Nucor CORP | 株式-素材 | 0.27% | — | -22.70% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.25% | — | -29.06% | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.25% | — | +2.59% | |
| 47 | BND | Vanguard Total Bond Market | ETF-その他 | 0.24% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.24% | — | -26.47% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.24% | — | -33.94% | |
| 50 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.23% | — | -21.96% |