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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 16.17% | -0.46% | -0.98% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 14.29% | -0.34% | -0.29% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 13.08% | — | -7.53% | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 11.62% | +0.05% | -43.61% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 9.44% | — | +1.41% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 9.20% | -0.70% | -0.21% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.91% | — | -0.27% | |
| 8 | ✓ | Powershares | 株式-その他 | 3.99% | — | -1.64% | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 3.43% | — | +3.83% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.43% | +0.04% | +9.93% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.99% | — | -0.25% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.93% | — | +6.66% | |
| 13 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.85% | -0.04% | +14.25% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.44% | — | +12.37% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.13% | +0.02% | -25.44% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.93% | — | -81.13% | |
| 17 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.79% | — | -42.90% | |
| 18 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.38% | +0.01% | -82.21% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2% | -0.98% | 減少 |
| 2 | IWV | Ishares Russell 3000 ETF | +1.9% | -0.29% | 減少 |
| 3 | VO | Vanguard Mid-cap ETF | +1.4% | +1.41% | 増加 |
| 4 | IWF | Ishares Russell 1000 Growth | +1.4% | -0.21% | 減少 |
| 5 | SPSB | Ss Spdr P St C CORP ETF | +0.9% | -7.53% | 減少 |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.8% | -0.27% | 減少 |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.6% | +3.83% | 増加 |
| 8 | ✓ | Powershares | +0.5% | -1.64% | 減少 |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | +9.93% | 増加 |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.4% | +14.25% | 増加 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +12.37% | 増加 |
| 12 | BIV | Vanguard Intermediate-term B | +0.4% | +6.66% | 増加 |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.3% | -0.25% | 減少 |
| 14 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -25.44% | 減少 |
| 15 | SHM | Ss Spdr N Ice St Muni ETF | -0.4% | -42.90% | 減少 |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | -1.5% | -82.21% | 減少 |
| 17 | AGG | Ishares Core U.s. Aggregate | -3.4% | -81.13% | 減少 |
| 18 | MINT | Pimco Enhanced Short Maturit | -6% | -43.61% | 減少 |