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 | 33.26% | +0.50% | +8.72% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 15.15% | -0.07% | +1.98% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 11.55% | -3.71% | +5.31% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 8.60% | -0.02% | +4.94% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-その他 | 5.86% | +0.05% | +10.96% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.98% | — | +3.35% | |
| 7 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 3.66% | -0.01% | -2.37% | |
| 8 | RWO | State Street Spdr Dow Jones | ETF-その他 | 3.45% | — | +1.78% | |
| 9 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 2.50% | — | +0.06% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.46% | -0.14% | +23.63% | |
| 11 | WOOD | Ishares Global Timber & Fore | ETF-その他 | 1.61% | — | +3.70% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.14% | -0.11% | +7.52% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.01% | -0.18% | +7.24% | |
| 14 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.90% | — | +3.34% | |
| 15 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 0.81% | — | +2.25% | |
| 16 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.56% | — | +0.75% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.56% | — | -32.89% | |
| 18 | ✓ | Powershares FTSE Rafi US 1500 | 株式-その他 | 0.41% | — | -40.73% | |
| 19 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.38% | — | +0.66% | |
| 20 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.37% | — | +3.52% | |
| 21 | SUB | Ishares Short-term National | ETF-その他 | 0.29% | — | +0.21% | |
| 22 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.28% | — | +11.28% | |
| 23 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.19% | — | — |