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 | 15.41% | -1.03% | -2.27% | |
| 2 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 8.40% | — | -2.83% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.01% | +0.01% | -0.88% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 6.98% | +0.06% | -2.11% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 6.88% | -0.04% | -2.36% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.84% | -0.88% | -0.89% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 5.25% | +0.04% | +2.37% | |
| 8 | ✓ | Ishares U S ETF Tr | ETF-その他 | 4.47% | — | +590.64% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.50% | +0.01% | -0.65% | |
| 10 | ✓ | Ishares U S ETF Tr | ETF-その他 | 3.45% | — | +404.77% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.29% | -0.43% | +2.91% | |
| 12 | IWC | Ishares Micro-cap ETF | ETF-その他 | 3.04% | +0.02% | +3.04% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.93% | +0.02% | +4.64% | |
| 14 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.30% | -0.18% | +2.20% | |
| 15 | ✓ | Ishares U S ETF Tr | ETF-その他 | 2.17% | — | +202.67% | |
| 16 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.90% | +0.01% | -2.59% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.77% | +0.01% | +1.68% | |
| 18 | ✓ | Ishares U S ETF Tr | ETF-その他 | 1.37% | — | +75.41% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.08% | — | — | |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.07% | — | — | |
| 21 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 1.00% | — | — | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.92% | — | +553.35% | |
| 23 | SUB | Ishares Short-term National | ETF-その他 | 0.90% | — | — | |
| 24 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.78% | — | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | — | — | |
| 26 | TILT | Flexshares Morningstar US Ma | ETF-その他 | 0.46% | +0.02% | — | |
| 27 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.45% | — | — | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.43% | +0.01% | -9.86% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.40% | +0.22% | +6.31% | |
| 30 | TLTD | Flexshares Morningstar Devel | ETF-その他 | 0.36% | — | — | |
| 31 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.34% | — | — | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.33% | — | +21.11% | |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.28% | — | +15.74% | |
| 34 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.26% | — | -2.94% | |
| 35 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.23% | — | +12.85% | |
| 36 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.23% | — | -1.62% | |
| 37 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.22% | — | -1.67% | |
| 38 | ✓ | Barclays Bk PLC | 株式-その他 | 0.22% | — | -0.55% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.22% | +0.26% | +119.83% | |
| 40 | ✓ | Barclays Bank | 株式-その他 | 0.21% | — | +19.72% | |
| 41 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.21% | — | +21.75% | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.20% | — | — | |
| 43 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.18% | — | -1.36% | |
| 44 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.18% | — | +1.83% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.16% | — | +16.46% | |
| 46 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.16% | — | +0.48% | |
| 47 | TLTE | Flexshares Morningstar Emerg | ETF-その他 | 0.13% | — | — | |
| 48 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.12% | — | +13.82% | |
| 49 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 0.11% | — | -4.03% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.11% | — | +15.05% |