CIK: 0001599084
申告総資産額
$4.9億
上位200銘柄を表示中(全241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 | BIV | Vanguard Intermediate-term B | ETF-その他 | 5.46% | +0.29% | +2.21% | |
| 2 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 5.16% | -0.05% | -2.31% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 5.03% | -0.22% | -3.78% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 4.78% | +0.14% | -3.93% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.62% | -0.19% | +4.88% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.48% | +0.14% | +8.35% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.95% | +0.09% | -2.26% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.69% | -0.21% | +22.34% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.58% | — | -0.94% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.48% | — | -2.38% | |
| 11 | RFDI | First Trst Dyn Devel Int ETF | ETF-その他 | 3.47% | — | +6.47% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.86% | -0.15% | -2.10% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.86% | -0.06% | -3.56% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.38% | +0.16% | +7.09% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.35% | -0.09% | -4.22% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.25% | -0.01% | -1.68% | |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.22% | — | -0.77% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.22% | — | -1.26% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.00% | -0.10% | -2.49% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.97% | — | -9.76% | |
| 21 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.83% | — | +42.70% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.77% | — | -2.67% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.72% | -0.01% | -1.84% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.68% | — | +8.18% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.53% | — | -5.40% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.51% | +0.03% | +0.73% | |
| 27 | XLB | Ss Materials Select Sector | ETF-その他 | 1.39% | — | +1.08% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.35% | — | +12.56% | |
| 29 | XLE | Ss Energy Select Sector | ETF-その他 | 1.27% | — | -0.30% | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.18% | — | +2.93% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.11% | — | -2.27% | |
| 32 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.97% | -0.27% | +116.84% | |
| 33 | VAW | Vanguard Materials ETF | ETF-その他 | 0.96% | — | -0.70% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.92% | -0.08% | -5.43% | |
| 35 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.81% | — | -3.85% | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.73% | — | -0.48% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.65% | -0.01% | -8.58% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.55% | — | -9.41% | |
| 39 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.52% | — | +18.26% | |
| 40 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.52% | +0.10% | +7.97% | |
| 41 | MXI | Ishares Global Materials ETF | ETF-その他 | 0.48% | — | -5.56% | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.48% | — | — | |
| 43 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 0.46% | — | -1.13% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.43% | — | — | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.33% | — | +0.32% | |
| 46 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.33% | — | — | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.29% | — | -8.23% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.26% | — | — | |
| 49 | SYK | Stryker CORP | 株式-ヘルスケア | 0.25% | -0.02% | — | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.23% | — | -4.89% |