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 | 19.46% | -1.03% | +3.72% | |
| 2 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 11.90% | — | +2.35% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 10.03% | +0.01% | +4.60% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 9.82% | +0.06% | +3.24% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 8.73% | -0.04% | +4.49% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 8.31% | -0.88% | +1.46% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 7.80% | +0.04% | +3.38% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.58% | -0.43% | +1.14% | |
| 9 | IWC | Ishares Micro-cap ETF | ETF-その他 | 4.51% | +0.02% | -0.63% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.22% | +0.02% | +2.74% | |
| 11 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.74% | -0.18% | +8.92% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.68% | +0.01% | +1.82% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.40% | +0.01% | +8.55% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.96% | +0.01% | -7.09% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.35% | — | -7.52% | |
| 16 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.29% | — | -4.62% | |
| 17 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.28% | — | -12.40% | |
| 18 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.25% | — | -5.36% | |
| 19 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.21% | — | -7.54% | |
| 20 | ✓ | Barclays Bank | 株式-その他 | 0.20% | — | — | |
| 21 | ✓ | Barclays Bk PLC | 株式-その他 | 0.19% | — | — | |
| 22 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.08% | — | — |