CIK: 0001630939
申告総資産額
$6.9億
| # | 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 | 25.12% | +0.50% | +2.88% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 15.00% | -0.07% | +3.56% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 11.24% | -3.71% | +5.19% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 8.58% | -0.02% | +7.52% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.10% | — | +1.18% | |
| 6 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 5.66% | -0.01% | +0.10% | |
| 7 | RWO | State Street Spdr Dow Jones | ETF-その他 | 4.11% | — | +0.39% | |
| 8 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 3.81% | — | -2.81% | |
| 9 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 3.71% | — | -12.22% | |
| 10 | BWX | State Street Spdr Bloomberg | ETF-その他 | 2.33% | — | -17.81% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.24% | -0.14% | +2.81% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.00% | — | +2.00% | |
| 13 | WOOD | Ishares Global Timber & Fore | ETF-その他 | 1.94% | — | -1.75% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.89% | +0.05% | +58.27% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.54% | -0.11% | +1.77% | |
| 16 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.92% | — | -0.06% | |
| 17 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 0.91% | — | -4.31% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.90% | -0.18% | +3.86% | |
| 19 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.61% | — | -0.97% | |
| 20 | SUB | Ishares Short-term National | ETF-その他 | 0.44% | — | -2.17% | |
| 21 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.38% | — | +6.43% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.29% | -0.06% | +0.44% | |
| 23 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.28% | — | +5.37% |