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 | 11.69% | -0.74% | +15.55% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.75% | -1.66% | +19.25% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 9.40% | — | -23.36% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 8.04% | — | +6.84% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.53% | -0.78% | +76.13% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.06% | -0.79% | +24.61% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 6.01% | -0.80% | +14.46% | |
| 8 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 5.91% | +0.16% | NEW | |
| 9 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 4.63% | — | +0.35% | |
| 10 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 4.51% | — | -1.22% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.22% | +0.13% | +1.47% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.02% | — | +17.55% | |
| 13 | IYR | Ishares US Real Estate ETF | ETF-その他 | 3.66% | — | +31.83% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.85% | — | -11.90% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.52% | — | -1.89% | |
| 16 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.53% | — | +30.63% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.52% | — | +31.15% | |
| 18 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.53% | — | +469.52% | |
| 19 | IGOV | Ishares International Treasu | ETF-その他 | 0.52% | — | +2.73% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.44% | — | — | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.43% | -0.51% | +0.98% | |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.39% | — | +58.59% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.38% | — | -1.39% | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.38% | — | -0.32% | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 0.30% | -0.26% | — | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.27% | — | +4.39% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.26% | — | — | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.21% | — | — | |
| 29 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.21% | — | -3.68% | |
| 30 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.19% | +0.31% | NEW | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.17% | — | -1.73% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.17% | — | — | |
| 33 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.16% | — | +3.26% | |
| 34 | R | Ryder System INC | 株式-資本財 | 0.15% | — | — | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.15% | -0.92% | -18.82% | |
| 36 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.10% | — | -20.81% | |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.09% | — | — | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.09% | +0.20% | NEW | |
| 39 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.08% | +0.27% | NEW | |
| 40 | WFC | Wells Fargo & Co | 株式-金融 | 0.08% | +0.22% | NEW | |
| 41 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.08% | — | — | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.08% | — | — | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.07% | — | — | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.06% | +0.18% | NEW | |
| 45 | ✓ | Vantiv INC | 株式-その他 | 0.05% | — | — | |
| 46 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 0.01% | -1.73% | — | |
| 47 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.01% | — | — | |
| 48 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.01% | — | -45.67% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.01% | — | +35.53% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.01% | — | -45.33% |