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 | 23.19% | +0.25% | +8.06% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 18.52% | -1.18% | +12.08% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 9.40% | — | +10.16% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 8.97% | — | +6.24% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.59% | -0.03% | +14.86% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 5.13% | +0.06% | +3.15% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.63% | -0.02% | +10.80% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.91% | -0.02% | +11.82% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.31% | — | +16.53% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.34% | -0.13% | +13.14% | |
| 11 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.77% | -0.06% | +36.91% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.68% | -0.01% | +28.06% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 1.64% | -0.02% | -6.32% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.52% | — | +16.59% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.38% | -0.06% | +37.14% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.29% | — | +13.90% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.85% | — | +16.82% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.69% | -0.50% | +199.25% | |
| 19 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.66% | +0.11% | +28.52% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.50% | — | -8.09% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.48% | — | +29.07% | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.46% | — | +31.61% | |
| 23 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.24% | -0.14% | +57.28% | |
| 24 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.24% | -0.01% | +34.67% | |
| 25 | GMOM | Cambria Global Momentum ETF | ETF-その他 | 0.21% | — | +8.71% | |
| 26 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.12% | +0.02% | +75.27% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.10% | — | +49.17% | |
| 28 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 0.09% | — | +77.59% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.07% | -0.05% | +664.63% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.06% | -0.17% | +244.42% | |
| 31 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 0.05% | — | +11.72% | |
| 32 | MBB | Ishares Mbs ETF | ETF-その他 | 0.04% | — | +103.99% | |
| 33 | GVAL | Cambria Global Value ETF | ETF-その他 | 0.04% | — | +6.55% | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.04% | -0.02% | +34.03% | |
| 35 | VAMO | Cambria Value & Momentum ETF | ETF-その他 | 0.04% | — | +10.15% | |
| 36 | CMF | Ishares California Muni Bond | ETF-その他 | 0.04% | — | +23.53% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.04% | +0.06% | +1616.80% | |
| 38 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.03% | — | +156.28% | |
| 39 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 0.03% | — | +71.87% | |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.03% | — | +55.95% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.03% | — | +194.59% | |
| 42 | SOVBUSD | Cambria Sovereign Bond ETF | ETF-その他 | 0.03% | — | +9.66% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.03% | — | +100.00% | |
| 44 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.03% | — | +536.54% | |
| 45 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 0.03% | — | +9.14% | |
| 46 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.03% | — | +64.58% | |
| 47 | EMLP | First Trust North American E | ETF-その他 | 0.02% | — | +4.90% | |
| 48 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.02% | — | +104.17% | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.02% | — | +25.20% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.02% | — | +44.13% |