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 | 35.52% | +0.50% | +2.13% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 15.30% | -0.07% | +2.30% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 12.17% | -3.71% | +8.63% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 8.74% | -0.02% | +7.44% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-その他 | 5.96% | +0.05% | +1.19% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.67% | — | +2.68% | |
| 7 | RWO | State Street Spdr Dow Jones | ETF-その他 | 3.07% | — | +1.88% | |
| 8 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 3.05% | -0.01% | +6.05% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.02% | -0.14% | +6.95% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.21% | -0.18% | +47.46% | |
| 11 | WOOD | Ishares Global Timber & Fore | ETF-その他 | 1.68% | — | +0.99% | |
| 12 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.15% | — | +12.26% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.12% | -0.11% | +3.72% | |
| 14 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.57% | — | -53.04% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.29% | — | -15.22% | |
| 16 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.29% | — | -4.56% | |
| 17 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.28% | — | -14.54% | |
| 18 | ✓ | Powershares FTSE Rafi US 1500 | 株式-その他 | 0.26% | — | -2.40% | |
| 19 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.23% | — | -14.44% | |
| 20 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 0.20% | — | -58.56% | |
| 21 | SUB | Ishares Short-term National | ETF-その他 | 0.19% | — | -8.75% |