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 | 37.18% | — | +19.23% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 17.30% | — | +39.79% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 8.81% | — | +238.14% | |
| 4 | HEZU | Ishares Currency Hedged Msci | ETF-その他 | 5.24% | — | +8.85% | |
| 5 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 5.03% | — | +13.52% | |
| 6 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 3.98% | — | — | |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 3.59% | — | -2.19% | |
| 8 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 3.55% | — | +3.79% | |
| 9 | ACWI | iShares MSCI ACWI ETF | ETF-その他 | 3.40% | — | +5.81% | |
| 10 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 2.60% | — | +69.27% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.30% | — | +8996.65% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.21% | — | — | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.14% | — | -0.48% | |
| 14 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.36% | — | — | |
| 15 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | 株式-その他 | 0.90% | — | — | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.41% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +5.5% | +238.14% | 増加 |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | +2.3% | +8996.65% | 増加 |
| 3 | IXUS | Ishares Core Intl Stock ETF | +1.3% | +39.79% | 増加 |
| 4 | IGLB | Ishares 10+ Year Inv Gr CORP | +0.7% | +69.27% | 増加 |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | — | 変化なし |
| 6 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | -0.1% | — | 変化なし |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.5% | -0.48% | 減少 |
| 8 | VEU | Vanguard Ftse All-world Ex-u | -0.7% | — | 変化なし |
| 9 | VCLT | Vanguard Long-term CORP Bond | -0.9% | — | 変化なし |
| 10 | EZU | Ishares Msci Eurozone ETF | -1% | +3.79% | 増加 |
| 11 | ACWI | iShares MSCI ACWI ETF | -1% | +5.81% | 増加 |
| 12 | SRLN | Ss Blackstone Sr Loan ETF | -1.1% | -2.19% | 減少 |
| 13 | HEZU | Ishares Currency Hedged Msci | -1.4% | +8.85% | 増加 |
| 14 | DXJ | Wisdomtree Japan Hedged Eq | -1.5% | +13.52% | 増加 |
| 15 | SCHB | Schwab US Broad Market ETF | -2.9% | +19.23% | 増加 |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | — | NEW | 新規購入 |