CIK: 0001633901
申告総資産額
$527.9億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 25.56% | +0.25% | +17.10% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.20% | -1.18% | +12.62% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 11.85% | — | +11.33% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.07% | — | +15.71% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.37% | -0.03% | +16.37% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.25% | — | +10.34% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-その他 | 5.22% | +0.06% | -16.33% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.86% | -0.02% | +12.90% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.53% | -0.02% | +10.39% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 2.47% | -0.02% | +18.84% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.26% | — | -0.30% | |
| 12 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 2.25% | +0.11% | +7.54% | |
| 13 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 2.08% | -0.06% | +824.35% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.94% | -0.06% | +12.07% | |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.79% | -0.01% | -5.79% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.78% | — | +11.38% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.02% | — | +14.01% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.79% | — | +5.85% | |
| 19 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.70% | — | +6.48% | |
| 20 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.63% | — | +6.16% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.52% | -0.05% | +6.80% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.40% | — | +161.44% | |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.38% | -0.13% | +152.06% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.14% | -0.17% | -8.98% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.14% | — | +117.28% | |
| 26 | GMOM | Cambria Global Momentum ETF | ETF-その他 | 0.12% | — | +580.52% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.10% | — | -9.41% | |
| 28 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.10% | — | +647.20% | |
| 29 | CMF | Ishares California Muni Bond | ETF-その他 | 0.06% | — | -0.71% | |
| 30 | EMLP | First Trust North American E | ETF-その他 | 0.05% | — | -1.90% | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.03% | — | -11.07% | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.03% | — | -11.67% | |
| 33 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 0.03% | — | +514.12% | |
| 34 | VAMO | Cambria Value & Momentum ETF | ETF-その他 | 0.02% | — | +567.14% | |
| 35 | GVAL | Cambria Global Value ETF | ETF-その他 | 0.02% | — | +566.72% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.02% | — | -41.28% | |
| 37 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 0.02% | — | — | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.02% | -0.02% | +157.26% | |
| 39 | SOVBUSD | Cambria Sovereign Bond ETF | ETF-その他 | 0.02% | — | — | |
| 40 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.02% | — | +57.08% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.01% | — | +46.56% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.01% | — | -0.04% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.01% | — | — | |
| 44 | EYLD | Cambria Emerg Shrhldr Yield | ETF-その他 | 0.01% | — | — | |
| 45 | FYLD | Cambria Foreign Shareholder | ETF-その他 | 0.01% | — | — | |
| 46 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.01% | -0.14% | — | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.01% | — | +25.44% | |
| 48 | MBB | Ishares Mbs ETF | ETF-その他 | 0.01% | — | +1.16% | |
| 49 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 0.01% | — | — | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.01% | — | — |