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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 30.74% | +0.10% | +19.24% | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 12.57% | — | +25.25% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 9.84% | -0.44% | +18.59% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.74% | +0.50% | -8.58% | |
| 5 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 7.33% | -0.45% | +21.33% | |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 4.18% | +0.08% | +6.99% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.66% | -0.01% | +18.77% | |
| 8 | REET | Ishares Global Reit ETF | ETF-その他 | 3.39% | -0.08% | +16.41% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.31% | -0.07% | -0.08% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.27% | -0.18% | +37.05% | |
| 11 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 3.16% | -0.30% | +22.39% | |
| 12 | WOOD | Ishares Global Timber & Fore | ETF-その他 | 1.64% | — | +5.89% | |
| 13 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.41% | -0.04% | +8.98% | |
| 14 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.14% | — | +3.97% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.07% | +0.05% | -9.55% | |
| 16 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.83% | — | +25.48% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.76% | -0.14% | +13.58% | |
| 18 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.64% | -0.01% | -48.11% | |
| 19 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.31% | — | +33.60% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.25% | -0.11% | -9.32% | |
| 21 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.24% | — | +8.51% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.23% | -0.02% | -73.71% | |
| 23 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.21% | +0.03% | — | |
| 24 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.19% | — | — | |
| 25 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.19% | — | -19.06% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.18% | — | — | |
| 27 | BND | Vanguard Total Bond Market | ETF-その他 | 0.16% | -3.71% | -86.32% | |
| 28 | SUB | Ishares Short-term National | ETF-その他 | 0.15% | — | +0.12% | |
| 29 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.12% | — | -16.82% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.11% | -0.06% | — |