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 | 30.92% | — | -10.22% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 16.91% | — | -2.62% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 16.81% | — | -8.99% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.42% | — | +26.12% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.37% | — | +205.22% | |
| 6 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 3.65% | — | -0.66% | |
| 7 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-その他 | 3.45% | — | — | |
| 8 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 3.32% | — | +11.55% | |
| 9 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 3.06% | — | +12.67% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.48% | — | — | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.00% | — | -3.64% | |
| 12 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.88% | — | +0.78% | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.44% | — | — | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.32% | — | -45.60% | |
| 15 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | 株式-その他 | 0.75% | — | — | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.20% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +1.9% | +205.22% | 増加 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +1.6% | +26.12% | 増加 |
| 3 | IXUS | Ishares Core Intl Stock ETF | +0.8% | -2.62% | 減少 |
| 4 | IGLB | Ishares 10+ Year Inv Gr CORP | +0.4% | +11.55% | 増加 |
| 5 | VCLT | Vanguard Long-term CORP Bond | +0.4% | +12.67% | 増加 |
| 6 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | — | 変化なし |
| 7 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | +0.1% | — | 変化なし |
| 8 | DXJ | Wisdomtree Japan Hedged Eq | 0% | -0.66% | 減少 |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | — | +0.78% | 増加 |
| 10 | IGIB | Ishares 5-10y Inv Grade CORP | — | — | 変化なし |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | — | — | 変化なし |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | -3.64% | 減少 |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -1.1% | -45.60% | 減少 |
| 14 | BND | Vanguard Total Bond Market | -1.7% | -8.99% | 減少 |
| 15 | SCHB | Schwab US Broad Market ETF | -2% | -10.22% | 減少 |
| 16 | HAWX | Ishares Cur Hdg Msci Acwi-x | — | NEW | 新規購入 |
| 17 | HEZU | Ishares Currency Hedged Msci | — | EXIT | 全売却 |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | EXIT | 全売却 |