CIK: 0001599084
申告総資産額
$4.9億
上位200銘柄を表示中（全235銘柄）
| # | 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 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 6.89% | -0.05% | -14.08% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 6.54% | +0.14% | -3.35% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 5.61% | -0.22% | -1.58% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 5.37% | — | -13.86% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.89% | +0.29% | +2.23% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.88% | +0.09% | -6.81% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.58% | -0.06% | -5.32% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.57% | — | +2.94% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.28% | +0.14% | +15.22% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.23% | -0.19% | +45.02% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.08% | -0.01% | -0.76% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.90% | -0.15% | +13.39% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.87% | — | -6.46% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.58% | -0.09% | -4.31% | |
| 15 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.57% | — | -0.61% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.32% | — | -4.55% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.25% | +0.16% | +7.72% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.02% | — | — | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.94% | -0.01% | -3.51% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.77% | — | -20.91% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.73% | -0.10% | +9.81% | |
| 22 | XLE | Ss Energy Select Sector | ETF-その他 | 1.66% | — | -2.05% | |
| 23 | XLB | Ss Materials Select Sector | ETF-その他 | 1.60% | — | +3.55% | |
| 24 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.53% | +0.03% | +9.36% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.47% | — | +3.36% | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.34% | — | -7.49% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.23% | — | -2.00% | |
| 28 | VAW | Vanguard Materials ETF | ETF-その他 | 1.16% | — | -1.76% | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.10% | — | -2.37% | |
| 30 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.01% | — | -2.49% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.00% | — | +6.60% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.87% | -0.08% | +13.44% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.77% | -0.01% | +1.55% | |
| 34 | RFDI | First Trst Dyn Devel Int ETF | ETF-その他 | 0.76% | — | — | |
| 35 | MXI | Ishares Global Materials ETF | ETF-その他 | 0.74% | — | -16.13% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.70% | — | -6.77% | |
| 37 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 0.56% | — | -0.77% | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.54% | +0.10% | +59.27% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.49% | — | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.46% | — | — | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.41% | — | -3.07% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.31% | — | +0.13% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.30% | — | +10.65% | |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.29% | — | — | |
| 45 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.27% | — | -3.42% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.25% | — | — | |
| 47 | SYK | Stryker CORP | 株式-ヘルスケア | 0.23% | -0.02% | — | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.21% | -0.04% | — | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.20% | — | -9.46% | |
| 50 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.17% | -0.02% | -2.26% |