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 | 32.67% | — | -20.07% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 29.71% | — | -9.17% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 11.95% | — | -44.51% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.31% | — | -14.07% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 5.73% | — | -44.72% | |
| 6 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 3.33% | — | -18.13% | |
| 7 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 2.97% | — | -19.88% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.39% | — | — | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.98% | — | +1.65% | |
| 10 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.43% | — | -54.13% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.24% | — | -4.95% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.29% | — | — |
| # | 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 | +3.6% | -9.17% | 減少 |
| 2 | SCHB | Schwab US Broad Market ETF | +2.6% | -20.07% | 減少 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.9% | -14.07% | 減少 |
| 4 | VEU | Vanguard Ftse All-world Ex-u | +0.5% | — | 変化なし |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.5% | +1.65% | 増加 |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | -4.95% | 減少 |
| 7 | VCLT | Vanguard Long-term CORP Bond | +0.1% | -18.13% | 減少 |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | — | 変化なし |
| 9 | IGLB | Ishares 10+ Year Inv Gr CORP | 0% | -19.88% | 減少 |
| 10 | IGIB | Ishares 5-10y Inv Grade CORP | -1% | -54.13% | 減少 |
| 11 | QUAL | Ishares Msci USA Quality Fac | -2.1% | -44.72% | 減少 |
| 12 | BND | Vanguard Total Bond Market | -4.6% | -44.51% | 減少 |
| 13 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | — | EXIT | 全売却 |