CIK: 0001740729
申告総資産額
$2.9億
| # | 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 10.93% | -0.59% | -1.88% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.87% | +0.47% | +4.64% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 8.84% | +0.03% | +16.61% | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 6.57% | -0.36% | +24.39% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.34% | +0.07% | — | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.22% | +1.05% | +18.47% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 5.52% | -0.68% | +0.91% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.12% | -0.07% | +12.98% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.81% | — | +22.20% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.57% | +0.09% | +15.10% | |
| 11 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.20% | -0.02% | -15.02% | |
| 12 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 2.93% | -0.14% | +42.31% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.63% | — | — | |
| 14 | PM | Philip Morris International | 株式-生活必需品 | 1.89% | — | +55.24% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.89% | — | +0.25% | |
| 16 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.70% | -0.02% | EXIT | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.47% | -0.16% | +75.01% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.43% | -0.20% | +67.23% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.31% | -0.06% | -9.50% | |
| 20 | AFL | Aflac INC | 株式-金融 | 1.21% | +0.05% | +30.21% | |
| 21 | C | Citigroup INC | 株式-金融 | 1.14% | -0.14% | +95.23% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.13% | — | +101.35% | |
| 23 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.00% | -0.05% | +121.26% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | — | +118.83% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 0.84% | — | +60.19% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.78% | -0.16% | -8.32% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.78% | — | +80.48% | |
| 28 | SO | Southern Co/the | 株式-公益事業 | 0.73% | -0.17% | — | |
| 29 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.67% | -0.10% | +131.51% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.52% | -0.05% | +113.43% | |
| 31 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.51% | +0.05% | — | |
| 32 | SLB | Slb LTD | 株式-エネルギー | 0.48% | — | +181.60% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.47% | — | -1.28% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.44% | -0.09% | -3.23% | |
| 35 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.42% | — | -80.86% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.38% | -0.04% | -89.59% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | — | — | |
| 38 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.34% | — | -85.86% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.33% | +0.02% | +104.83% | |
| 40 | BBTUSD | Bb&t CORP | 株式-その他 | 0.18% | — | +0.80% | |
| 41 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.14% | +0.02% | — |