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 | 31.69% | +0.50% | +9.84% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 15.09% | -0.07% | +3.29% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 11.82% | -3.71% | +7.85% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 8.76% | -0.02% | +6.57% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-その他 | 5.32% | +0.05% | +23.32% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.20% | — | +2.04% | |
| 7 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 4.25% | -0.01% | +14.56% | |
| 8 | RWO | State Street Spdr Dow Jones | ETF-その他 | 3.68% | — | -3.82% | |
| 9 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 2.69% | — | -4.91% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.01% | -0.14% | -5.65% | |
| 11 | WOOD | Ishares Global Timber & Fore | ETF-その他 | 1.51% | — | -9.67% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.07% | -0.11% | -20.26% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.02% | -0.18% | +14.70% | |
| 14 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.90% | — | +2.49% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.86% | — | -35.65% | |
| 16 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 0.82% | — | -0.82% | |
| 17 | ✓ | Powershares FTSE Rafi US 1500 | 株式-その他 | 0.69% | — | -59.77% | |
| 18 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.59% | — | +0.39% | |
| 19 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.54% | — | -59.67% | |
| 20 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.40% | — | +1.75% | |
| 21 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.38% | — | +21.92% | |
| 22 | SUB | Ishares Short-term National | ETF-その他 | 0.31% | — | -5.43% | |
| 23 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.20% | — | -3.59% | |
| 24 | AAPL | Apple Computer | 株式-IT | 0.19% | — | +0.62% |