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 | 24.71% | — | -12.88% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 23.32% | — | -8.70% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 9.10% | — | -22.26% | |
| 4 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 4.82% | — | — | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 4.81% | — | +98.70% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.29% | — | -19.82% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.97% | — | -22.34% | |
| 8 | IDV | Ishares International Select | ETF-その他 | 3.37% | — | — | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.35% | — | — | |
| 10 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.41% | — | — | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.13% | — | -8.33% | |
| 12 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 2.05% | — | — | |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.02% | — | — | |
| 14 | ✓ | Spdr Series Trust | 株式-その他 | 1.94% | — | — | |
| 15 | PBP | Invesco S&p 500 Buywrite ETF | ETF-大型株・グロース | 1.82% | — | — | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.78% | — | -29.27% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.26% | — | — | |
| 18 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.22% | — | — | |
| 19 | IFGL | Ishares International Develo | ETF-その他 | 1.19% | — | — | |
| 20 | ✓ | Eaton Vance Tax Mgd Buy Write Opp (etv) | 株式-その他 | 0.43% | — | — |
| # | 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 | +2.2% | +98.70% | 増加 |
| 2 | VEU | Vanguard Ftse All-world Ex-u | -0.7% | -8.33% | 減少 |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.9% | -29.27% | 減少 |
| 4 | VTI | Vanguard Total Stock Mkt ETF | -2.3% | -19.82% | 減少 |
| 5 | QUAL | Ishares Msci USA Quality Fac | -2.3% | -22.34% | 減少 |
| 6 | BND | Vanguard Total Bond Market | -3% | -22.26% | 減少 |
| 7 | IXUS | Ishares Core Intl Stock ETF | -7.3% | -8.70% | 減少 |
| 8 | SCHB | Schwab US Broad Market ETF | -10% | -12.88% | 減少 |
| 9 | IGLB | Ishares 10+ Year Inv Gr CORP | — | NEW | 新規購入 |
| 10 | IDV | Ishares International Select | — | NEW | 新規購入 |
| 11 | VYM | Vanguard High Dvd Yield ETF | — | NEW | 新規購入 |
| 12 | FPE | Ft-preferred Secur & INC ETF | — | NEW | 新規購入 |
| 13 | AMLPUSD | Alerian Mlp ETF | — | NEW | 新規購入 |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | — | NEW | 新規購入 |
| 15 | ✓ | Spdr Series Trust | — | NEW | 新規購入 |
| 16 | PBP | Invesco S&p 500 Buywrite ETF | — | NEW | 新規購入 |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | — | EXIT | 全売却 |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | 新規購入 |
| 19 | IYR | Ishares US Real Estate ETF | — | NEW | 新規購入 |
| 20 | IFGL | Ishares International Develo | — | NEW | 新規購入 |
| 21 | ✓ | Eaton Vance Tax Mgd Buy Write Opp (etv) | — | NEW | 新規購入 |