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 | 36.61% | — | -9.71% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 17.39% | — | -5.00% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 9.51% | — | -0.72% | |
| 4 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 4.93% | — | +3.35% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 4.86% | — | +8.23% | |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 3.85% | — | — | |
| 7 | HEZU | Ishares Currency Hedged Msci | ETF-その他 | 3.55% | — | -35.83% | |
| 8 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 3.31% | — | +12.59% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.85% | — | +20.60% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.39% | — | -3.33% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.34% | — | — | |
| 12 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.84% | — | — | |
| 13 | ACWI | iShares MSCI ACWI ETF | ETF-その他 | 1.79% | — | -51.12% | |
| 14 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 1.73% | — | -51.35% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.66% | — | +12.27% | |
| 16 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | 株式-その他 | 1.00% | — | — | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.40% | — | -12.30% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VCLT | Vanguard Long-term CORP Bond | +0.9% | +8.23% | 増加 |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.7% | +20.60% | 増加 |
| 3 | IGLB | Ishares 10+ Year Inv Gr CORP | +0.7% | +12.59% | 増加 |
| 4 | BND | Vanguard Total Bond Market | +0.7% | -0.72% | 減少 |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | +0.3% | +12.27% | 増加 |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | +0.3% | — | 変化なし |
| 7 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | — | 変化なし |
| 8 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | +0.1% | — | 変化なし |
| 9 | IXUS | Ishares Core Intl Stock ETF | +0.1% | -5.00% | 減少 |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | -3.33% | 減少 |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | -12.30% | 減少 |
| 12 | DXJ | Wisdomtree Japan Hedged Eq | -0.1% | +3.35% | 増加 |
| 13 | SCHB | Schwab US Broad Market ETF | -0.6% | -9.71% | 減少 |
| 14 | ACWI | iShares MSCI ACWI ETF | -1.6% | -51.12% | 減少 |
| 15 | HEZU | Ishares Currency Hedged Msci | -1.7% | -35.83% | 減少 |
| 16 | EZU | Ishares Msci Eurozone ETF | -1.8% | -51.35% | 減少 |
| 17 | TLT | iShares 20+ Year Treasury Bond ETF | — | NEW | 新規購入 |