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 | 33.68% | — | -1.76% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 21.78% | — | +5.89% | |
| 3 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 9.58% | — | +3.80% | |
| 4 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 7.59% | — | -11.89% | |
| 5 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 5.23% | — | -1.98% | |
| 6 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 4.92% | — | -31.37% | |
| 7 | HEZU | Ishares Currency Hedged Msci | ETF-その他 | 4.91% | — | — | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 3.80% | — | -1.93% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.80% | — | — | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.00% | — | -11.82% | |
| 11 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | 株式-その他 | 1.14% | — | — | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.58% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IXUS | Ishares Core Intl Stock ETF | +0.9% | +5.89% | 増加 |
| 2 | BND | Vanguard Total Bond Market | +0.4% | -1.93% | 減少 |
| 3 | SCHB | Schwab US Broad Market ETF | +0.3% | -1.76% | 減少 |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | +0.3% | -1.98% | 減少 |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | — | 変化なし |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | -11.82% | 減少 |
| 7 | VCLT | Vanguard Long-term CORP Bond | -0.1% | -11.89% | 減少 |
| 8 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | — | 変化なし |
| 9 | DXJ | Wisdomtree Japan Hedged Eq | -0.2% | +3.80% | 増加 |
| 10 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | -0.2% | — | 変化なし |
| 11 | EZU | Ishares Msci Eurozone ETF | -2.1% | -31.37% | 減少 |
| 12 | HEZU | Ishares Currency Hedged Msci | — | NEW | 新規購入 |
| 13 | VMBS | Vanguard Mortgage-backed Sec | — | EXIT | 全売却 |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | — | EXIT | 全売却 |