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 | VTV | Vanguard Value ETF | ETF-その他 | 11.85% | +0.03% | +2.71% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.49% | +0.47% | -4.19% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 8.86% | -0.59% | -11.98% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 8.56% | +1.05% | +3.17% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.77% | -0.07% | +5.16% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 7.25% | -0.68% | +6.44% | |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 7.24% | -0.36% | +3.13% | |
| 8 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 5.86% | -0.14% | +36.73% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.60% | +1.24% | +8.36% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.97% | +0.09% | -0.47% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.63% | +0.07% | -1.94% | |
| 12 | PM | Philip Morris International | 株式-生活必需品 | 1.52% | — | -6.09% | |
| 13 | C | Citigroup INC | 株式-金融 | 1.51% | -0.14% | -1.03% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.38% | — | -0.35% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.22% | -0.16% | -1.70% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.17% | +0.19% | +8.54% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 1.14% | -0.20% | -2.60% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.02% | — | -0.82% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.94% | -0.16% | — | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.93% | -0.06% | -3.87% | |
| 21 | AFL | Aflac INC | 株式-金融 | 0.90% | +0.05% | -7.99% | |
| 22 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.89% | -0.05% | -1.02% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.86% | — | -1.27% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.84% | +0.21% | +28.51% | |
| 25 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.66% | +0.05% | — | |
| 26 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.63% | -0.10% | -1.89% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.55% | -0.02% | EXIT | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | — | -2.52% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.51% | -0.05% | -11.14% | |
| 30 | SO | Southern Co/the | 株式-公益事業 | 0.44% | -0.17% | -5.96% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | -0.09% | -1.82% | |
| 32 | INTC | Intel CORP | 株式-IT | 0.41% | — | +2.89% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.38% | -0.04% | +0.07% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | +0.02% | -0.78% | |
| 35 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.34% | — | — | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.31% | — | -13.70% | |
| 37 | ROK | Rockwell Automation INC | 株式-資本財 | 0.29% | — | +48.25% | |
| 38 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.21% | -0.02% | EXIT | |
| 39 | T | At&t INC | 株式-通信サービス | 0.20% | -0.06% | +0.17% | |
| 40 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.14% | — | +1.75% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.13% | — | — | |
| 42 | AAPL | Apple INC | 株式-IT | 0.11% | -0.08% | — |