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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 11.00% | +0.47% | -0.25% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 10.99% | +0.03% | +16.09% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 9.38% | -0.59% | +2.75% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.17% | +1.05% | +0.62% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.04% | +0.07% | -11.80% | |
| 6 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 5.36% | -0.36% | +0.73% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.30% | -0.07% | +13.09% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 5.29% | -0.68% | -0.79% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.89% | +0.09% | +0.82% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.83% | — | +27.78% | |
| 11 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.64% | -0.02% | +11.87% | |
| 12 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 3.12% | -0.14% | +10.31% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.05% | — | +33.92% | |
| 14 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.92% | -0.02% | EXIT | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.73% | — | -30.64% | |
| 16 | PM | Philip Morris International | 株式-生活必需品 | 1.48% | — | -4.21% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 1.45% | -0.20% | +16.32% | |
| 18 | C | Citigroup INC | 株式-金融 | 1.39% | -0.14% | -3.02% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.33% | -0.16% | +0.73% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.31% | — | +2.46% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.04% | -0.06% | -12.08% | |
| 22 | AFL | Aflac INC | 株式-金融 | 1.00% | +0.05% | -6.99% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.99% | — | +17.16% | |
| 24 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.91% | -0.05% | -1.62% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.79% | — | -1.21% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.78% | -0.16% | -29.90% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.70% | — | +84.78% | |
| 28 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.68% | -0.10% | -1.54% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.66% | — | -8.70% | |
| 30 | SO | Southern Co/the | 株式-公益事業 | 0.62% | -0.17% | -46.77% | |
| 31 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.59% | +0.05% | -35.32% | |
| 32 | INTC | Intel CORP | 株式-IT | 0.47% | — | -1.40% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.46% | -0.05% | -3.75% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | -0.09% | +3.16% | |
| 35 | SLB | Slb LTD | 株式-エネルギー | 0.40% | — | -0.20% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.37% | -0.04% | -0.53% | |
| 37 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.34% | — | -2.95% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.33% | +0.02% | -0.90% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.24% | -0.06% | -50.16% | |
| 40 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.20% | — | -11.74% | |
| 41 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.20% | — | -39.77% | |
| 42 | ROK | Rockwell Automation INC | 株式-資本財 | 0.16% | — | -20.89% |