CIK: 0001633903
申告総資産額
$3.3億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 33.36% | — | +8.32% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 20.85% | — | -6.52% | |
| 3 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 9.75% | — | +2.42% | |
| 4 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 7.67% | — | — | |
| 5 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 7.03% | — | +3.81% | |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 4.94% | — | +0.34% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.88% | — | — | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 3.45% | — | — | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.05% | — | -18.37% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.09% | — | +24.87% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.00% | — | +23.46% | |
| 12 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | 株式-その他 | 1.37% | — | -4.63% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.55% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +2.5% | +8.32% | 増加 |
| 2 | DXJ | Wisdomtree Japan Hedged Eq | +0.6% | +2.42% | 増加 |
| 3 | VMBS | Vanguard Mortgage-backed Sec | +0.4% | +24.87% | 増加 |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | +0.4% | +23.46% | 増加 |
| 5 | EZU | Ishares Msci Eurozone ETF | +0.1% | +3.81% | 増加 |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | 0% | +0.34% | 増加 |
| 7 | VEU | Vanguard Ftse All-world Ex-u | — | — | 変化なし |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | — | 変化なし |
| 9 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | 0% | -4.63% | 減少 |
| 10 | VCLT | Vanguard Long-term CORP Bond | -0.8% | — | 変化なし |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.9% | -18.37% | 減少 |
| 12 | IXUS | Ishares Core Intl Stock ETF | -1.5% | -6.52% | 減少 |
| 13 | BND | Vanguard Total Bond Market | — | NEW | 新規購入 |
| 14 | ✓ | Vanguard Total Bond Market | — | EXIT | 全売却 |
| 15 | VTI | Vanguard Total Stock Mkt ETF | — | EXIT | 全売却 |