CIK: 0001542164
申告総資産額
$14.1億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 18.55% | -1.03% | +4.49% | |
| 2 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 11.29% | — | +1.09% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 9.60% | +0.01% | +5.46% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 9.38% | +0.06% | +1.50% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 8.37% | -0.04% | +3.87% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 7.95% | -0.88% | +0.71% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 7.52% | +0.04% | +2.36% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.54% | +0.01% | -0.34% | |
| 9 | IWC | Ishares Micro-cap ETF | ETF-その他 | 4.42% | +0.02% | -1.87% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.42% | -0.43% | +0.19% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.12% | +0.02% | +2.27% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.58% | +0.01% | +1.64% | |
| 13 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.49% | -0.18% | +5.88% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.26% | +0.01% | +4.37% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.03% | +0.01% | -5.44% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.38% | — | +0.20% | |
| 17 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.31% | — | +0.00% | |
| 18 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.30% | — | +2.75% | |
| 19 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.26% | — | +3.34% | |
| 20 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.22% | — | +3.36% |