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 | 18.67% | -1.03% | +0.20% | |
| 2 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 11.00% | — | -1.76% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 9.60% | +0.01% | +1.00% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 9.24% | +0.06% | -4.13% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 8.33% | -0.04% | +0.89% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 7.87% | -0.88% | -4.35% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 7.21% | +0.04% | -3.78% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.50% | +0.01% | — | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.30% | -0.43% | -4.07% | |
| 10 | IWC | Ishares Micro-cap ETF | ETF-その他 | 4.14% | +0.02% | -1.35% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.94% | +0.02% | -3.08% | |
| 12 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.67% | -0.18% | +0.10% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.49% | +0.01% | -3.14% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.33% | +0.01% | -2.40% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.87% | +0.01% | -8.16% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.34% | +0.22% | — | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.31% | — | -8.20% | |
| 18 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.27% | — | -2.25% | |
| 19 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.26% | — | -7.90% | |
| 20 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.24% | — | -4.12% | |
| 21 | ✓ | Barclays Bank | 株式-その他 | 0.22% | — | +6.12% | |
| 22 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.21% | — | — | |
| 23 | ✓ | Barclays Bk PLC | 株式-その他 | 0.21% | — | +20.65% | |
| 24 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.20% | — | +1.64% | |
| 25 | ✓ | Ishares U S ETF Tr | ETF-その他 | 0.13% | — | — | |
| 26 | ✓ | Ishares U S ETF Tr | ETF-その他 | 0.12% | — | — | |
| 27 | ✓ | Ishares U S ETF Tr | ETF-その他 | 0.12% | — | — | |
| 28 | ✓ | Ishares U S ETF Tr | ETF-その他 | 0.11% | — | — | |
| 29 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.09% | — | +9.49% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Barclays Bank | 0% | +6.12% | 増加 |
| 2 | ✓ | Barclays Bk PLC | 0% | +20.65% | 増加 |
| 3 | AOK | Ishares Core 30/70 Conservat | 0% | +9.49% | 増加 |
| 4 | AOM | Ishares Core 40/60 Moderate | 0% | +1.64% | 増加 |
| 5 | SPIP | Ss Spdr P Tips ETF | 0% | -2.25% | 減少 |
| 6 | AOA | Ishares Core 80/20 Aggressiv | 0% | -4.12% | 減少 |
| 7 | AOR | Ishares Core 60/40 Balanced | 0% | -7.90% | 減少 |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | -8.20% | 減少 |
| 9 | DGS | Wisdomtree Em Small Cap | -0.1% | +0.10% | 増加 |
| 10 | EEM | Ishares Msci Emerging Market | -0.1% | -2.40% | 減少 |
| 11 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -8.16% | 減少 |
| 12 | SCZ | Ishares Msci Eafe Small-cap | -0.2% | -3.14% | 減少 |
| 13 | EFA | Ishares Msci Eafe ETF | -0.3% | -3.08% | 減少 |
| 14 | VB | Vanguard Small-cap ETF | -0.3% | -4.07% | 減少 |
| 15 | IWC | Ishares Micro-cap ETF | -0.4% | -1.35% | 減少 |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | -0.4% | +0.89% | 増加 |
| 17 | BSV | Vanguard Short-term Bond ETF | -0.4% | +1.00% | 増加 |
| 18 | VBR | Vanguard Small-cap Value ETF | -0.4% | -4.35% | 減少 |
| 19 | IVE | Ishares S&p 500 Value ETF | -0.6% | -4.13% | 減少 |
| 20 | EFV | Ishares Msci Eafe Value ETF | -0.6% | -3.78% | 減少 |
| 21 | AGG | Ishares Core U.s. Aggregate | -0.8% | +0.20% | 増加 |
| 22 | DLS | Wisdomtree Intl S/c Dvd Fund | -0.9% | -1.76% | 減少 |
| 23 | IVV | Ishares Core S&p 500 ETF | — | NEW | 新規購入 |
| 24 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新規購入 |
| 25 | FLOT | Ishares Floating Rate Bond E | — | NEW | 新規購入 |
| 26 | ✓ | Ishares U S ETF Tr | — | NEW | 新規購入 |
| 27 | ✓ | Ishares U S ETF Tr | — | NEW | 新規購入 |
| 28 | ✓ | Ishares U S ETF Tr | — | NEW | 新規購入 |
| 29 | ✓ | Ishares U S ETF Tr | — | NEW | 新規購入 |