CIK: 0001635523
申告総資産額
$6389.2万
| # | 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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 12.73% | -0.74% | +2.91% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 10.95% | — | +1.60% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 8.01% | — | +3.60% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.68% | -0.78% | +2.29% | |
| 5 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 6.64% | +0.16% | NEW | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.89% | -0.79% | +3.58% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 5.84% | -0.80% | +3.54% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.40% | -1.66% | +4.22% | |
| 9 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 4.40% | — | +4.55% | |
| 10 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 4.24% | — | -1.51% | |
| 11 | IYR | Ishares US Real Estate ETF | ETF-その他 | 3.76% | — | +4.72% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.40% | +0.13% | +2.22% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.12% | — | +0.99% | |
| 14 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 3.02% | — | +2.22% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.94% | — | +2.41% | |
| 16 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 2.94% | -1.73% | +79.95% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.32% | — | +2.75% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.76% | — | +0.79% | |
| 19 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 1.74% | — | +1.41% | |
| 20 | IGOV | Ishares International Treasu | ETF-その他 | 1.71% | — | +1.38% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.18% | — | +1.14% | |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.09% | — | +3.95% | |
| 23 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.09% | — | — | |
| 24 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.08% | — | — | |
| 25 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.05% | — | — | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | — | — | — | |
| 27 | FMUSD | Ishares Msci Frontier 100 | ETF-その他 | — | — | +12.50% |