CIK: 0001666910
申告総資産額
$2.2億
| # | 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 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 14.99% | +0.05% | -7.90% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.36% | -0.46% | +1.12% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 12.61% | — | -2.17% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 12.01% | -0.34% | -0.77% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 8.74% | +0.02% | +0.48% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.51% | — | -1.74% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 7.79% | — | +1.10% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.75% | -0.70% | -1.05% | |
| 9 | ✓ | Proshares Tr | 株式-その他 | 4.29% | — | -0.79% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.06% | — | +6.45% | |
| 11 | ✓ | Powershares | 株式-その他 | 3.34% | — | +2.58% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.91% | +0.01% | -12.21% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.64% | — | -13.75% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +0.7% | +1.10% | 増加 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +1.12% | 増加 |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.3% | +6.45% | 増加 |
| 4 | IWV | Ishares Russell 3000 ETF | +0.3% | -0.77% | 減少 |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +0.48% | 増加 |
| 6 | ✓ | Powershares | +0.1% | +2.58% | 増加 |
| 7 | IWF | Ishares Russell 1000 Growth | 0% | -1.05% | 減少 |
| 8 | BSV | Vanguard Short-term Bond ETF | 0% | -1.74% | 減少 |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | -2.17% | 減少 |
| 10 | ✓ | Proshares Tr | -0.1% | -0.79% | 減少 |
| 11 | BIV | Vanguard Intermediate-term B | -0.2% | -13.75% | 減少 |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | -0.2% | -12.21% | 減少 |
| 13 | MINT | Pimco Enhanced Short Maturit | -1.1% | -7.90% | 減少 |
| 14 | ✓ | PowerShares VRDO Tax-Free Weekly | — | EXIT | 全売却 |