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 | 18.59% | -1.03% | +2.55% | |
| 2 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 10.45% | — | +0.17% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 9.64% | +0.01% | +2.03% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 8.55% | +0.06% | +0.09% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 8.45% | -0.04% | +2.18% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 7.31% | -0.88% | -1.10% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 6.67% | +0.04% | +0.13% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.24% | +0.01% | -1.38% | |
| 9 | IWC | Ishares Micro-cap ETF | ETF-その他 | 4.14% | +0.02% | -2.07% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.09% | -0.43% | -1.47% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.58% | +0.02% | -0.80% | |
| 12 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.58% | -0.18% | +3.12% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.37% | +0.01% | -0.65% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.14% | +0.01% | +0.17% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.62% | +0.01% | -6.91% | |
| 16 | ✓ | Ishares U S ETF Tr | ETF-その他 | 0.55% | — | +44.32% | |
| 17 | ✓ | Ishares U S ETF Tr | ETF-その他 | 0.53% | — | +43.49% | |
| 18 | ✓ | Ishares U S ETF Tr | ETF-その他 | 0.50% | — | +43.32% | |
| 19 | ✓ | Ishares U S ETF Tr | ETF-その他 | 0.45% | — | +43.29% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.42% | +0.22% | +2.48% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.33% | — | +1.43% | |
| 22 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.32% | — | +6.59% | |
| 23 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.29% | — | +4.71% | |
| 24 | ✓ | Barclays Bk PLC | 株式-その他 | 0.29% | — | +4.24% | |
| 25 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.28% | — | -1.73% | |
| 26 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.27% | — | +2.38% | |
| 27 | ✓ | Barclays Bank | 株式-その他 | 0.26% | — | +7.05% | |
| 28 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.22% | — | +3.31% | |
| 29 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.22% | — | +2.19% | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.19% | — | — | |
| 31 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.18% | — | +0.16% | |
| 32 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 0.17% | — | — | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.15% | — | — | |
| 34 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.13% | — | — | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.11% | +0.26% | — | |
| 36 | MEGI | NYLI CBRE Global Infrastructure Megatrends Term Fund | 株式-その他 | 0.11% | — | +4.68% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.10% | — | — | |
| 38 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.10% | — | — | |
| 39 | VDE | Vanguard Energy ETF | ETF-その他 | 0.10% | — | — | |
| 40 | ✓ | Barclays Bank PLC | 株式-その他 | 0.10% | — | — | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.10% | — | — | |
| 42 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.09% | — | -6.48% |