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 | 26.40% | — | +36.15% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 15.26% | — | +61.51% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 15.13% | — | — | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 14.12% | — | — | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 9.89% | — | +104.56% | |
| 6 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 3.10% | — | +23.58% | |
| 7 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 2.95% | — | +6.21% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.51% | — | — | |
| 9 | HEZU | Ishares Currency Hedged Msci | ETF-その他 | 1.96% | — | +5.26% | |
| 10 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 1.70% | — | — | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.57% | — | +7.97% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.26% | — | — | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.17% | — | -3.19% | |
| 14 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.99% | — | -50.34% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.79% | — | -6.47% | |
| 16 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | 株式-その他 | 0.56% | — | — | |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.42% | — | — | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.21% | — | — |