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 | 19.29% | -1.18% | +1.66% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 14.08% | +0.25% | +4.57% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 10.02% | — | +1.17% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 6.12% | -0.03% | +7.21% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 5.26% | — | +5.30% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 4.65% | -0.01% | +7.61% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.48% | -0.02% | +2.91% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.93% | -0.17% | -2.16% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.87% | -0.02% | +2.78% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.36% | +0.06% | +11.12% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.35% | — | -7.43% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.91% | -0.13% | +7.22% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.47% | -0.50% | +11.71% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.88% | -0.06% | -9.39% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.82% | -0.05% | -0.58% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.73% | — | +6.35% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.54% | — | -4.36% | |
| 18 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.02% | -0.06% | -4.22% | |
| 19 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.80% | — | -0.02% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 0.78% | -0.02% | -2.93% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.74% | +0.04% | +25.54% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.66% | — | +2.20% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.59% | — | +0.85% | |
| 24 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.54% | -0.14% | +5.75% | |
| 25 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.44% | -0.01% | +8.31% | |
| 26 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.41% | +0.11% | -0.32% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.39% | — | +22.21% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.37% | — | -6.79% | |
| 29 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.33% | — | -15.95% | |
| 30 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.20% | +0.02% | +10.44% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.18% | +0.06% | -0.21% | |
| 32 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.14% | — | +7.16% | |
| 33 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.12% | — | -1.44% | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.11% | -0.02% | +11.13% | |
| 35 | GIGB | Goldman Sachs Inv Grd CORP | ETF-コモディティ | 0.08% | — | +34.50% | |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.08% | — | +8.95% | |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.07% | — | -12.55% | |
| 38 | GMOM | Cambria Global Momentum ETF | ETF-その他 | 0.07% | — | -6.57% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.06% | — | +19.87% | |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.06% | — | +4.73% | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.06% | — | -20.06% | |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.06% | -0.01% | -9.41% | |
| 43 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.05% | +0.03% | -22.01% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.05% | — | +4.51% | |
| 45 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 0.05% | — | -1.31% | |
| 46 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.04% | — | +5.69% | |
| 47 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.04% | +0.04% | +6.13% | |
| 48 | GSSC | Goldman Sachs Activebeta US | ETF-コモディティ | 0.04% | — | +33.02% | |
| 49 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.04% | — | +18.61% | |
| 50 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.04% | — | +26.21% |