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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 21.05% | -1.18% | +2.68% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 17.20% | +0.25% | +5.16% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 10.11% | — | +5.78% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.96% | -0.03% | +4.44% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 5.67% | — | +3.41% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 5.21% | -0.01% | +8.90% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.71% | -0.02% | +3.45% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.97% | -0.02% | +4.91% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.76% | +0.06% | +5.93% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.86% | -0.06% | +5.28% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.80% | — | +0.48% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.60% | -0.13% | +7.55% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.97% | -0.50% | +11.94% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.68% | — | +5.42% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.24% | — | +0.15% | |
| 16 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.13% | — | +13.92% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.11% | -0.02% | -3.30% | |
| 18 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.99% | -0.06% | -5.98% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.74% | — | -5.87% | |
| 20 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.68% | +0.11% | -4.74% | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.63% | — | +7.02% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.58% | — | +9.40% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.55% | — | +8.40% | |
| 24 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.34% | -0.01% | +9.22% | |
| 25 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.31% | -0.14% | -4.63% | |
| 26 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.18% | +0.02% | +7.37% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.18% | -0.05% | +1.98% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.14% | -0.17% | -4.53% | |
| 29 | GMOM | Cambria Global Momentum ETF | ETF-その他 | 0.11% | — | -6.54% | |
| 30 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 0.10% | — | -25.52% | |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.09% | — | +2.26% | |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.08% | — | -5.24% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.07% | — | +12.23% | |
| 34 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.07% | — | +18.84% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.07% | +0.06% | +7.83% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.06% | — | -2.44% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.05% | -0.02% | +9.38% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.05% | -0.01% | -1.53% | |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.05% | — | +48.20% | |
| 40 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.05% | — | +18.15% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.04% | — | -5.37% | |
| 42 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.04% | — | +17.38% | |
| 43 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 0.04% | — | -20.67% | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.03% | — | -10.77% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.03% | — | +22.76% | |
| 46 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 0.03% | — | -7.13% | |
| 47 | GIGB | Goldman Sachs Inv Grd CORP | ETF-コモディティ | 0.03% | — | +6.41% | |
| 48 | CMF | Ishares California Muni Bond | ETF-その他 | 0.03% | — | +17.20% | |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.03% | — | +62.29% | |
| 50 | GSSC | Goldman Sachs Activebeta US | ETF-コモディティ | 0.02% | — | -1.44% |