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 | 14.11% | -1.03% | +2.00% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.29% | +0.01% | +16.51% | |
| 3 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 7.07% | — | -0.09% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 6.26% | +0.06% | -1.75% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 6.15% | -0.04% | +0.73% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.28% | -0.88% | -1.02% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.61% | +0.04% | +3.83% | |
| 8 | ✓ | Ishares U S ETF Tr | ETF-その他 | 3.98% | — | -0.49% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.58% | -0.43% | +18.68% | |
| 10 | TILT | Flexshares Morningstar US Ma | ETF-その他 | 3.41% | +0.02% | +734.74% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.12% | +0.01% | -1.04% | |
| 12 | ✓ | Ishares U S ETF Tr | ETF-その他 | 2.93% | — | +1.45% | |
| 13 | IWC | Ishares Micro-cap ETF | ETF-その他 | 2.77% | +0.02% | -1.04% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.58% | +0.02% | +2.15% | |
| 15 | TLTD | Flexshares Morningstar Devel | ETF-その他 | 2.18% | — | +599.97% | |
| 16 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.09% | -0.18% | +0.06% | |
| 17 | ✓ | Ishares U S ETF Tr | ETF-その他 | 1.95% | — | -0.32% | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.63% | +0.01% | +0.07% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.59% | +0.01% | +1.29% | |
| 20 | ✓ | Ishares U S ETF Tr | ETF-その他 | 1.22% | — | +0.47% | |
| 21 | SUB | Ishares Short-term National | ETF-その他 | 1.21% | — | +51.58% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.97% | — | +0.38% | |
| 23 | BND | Vanguard Total Bond Market | ETF-その他 | 0.96% | +1.53% | +1214.60% | |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.96% | — | +0.50% | |
| 25 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 0.89% | — | -1.94% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.84% | — | +3.12% | |
| 27 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.73% | — | +3.65% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.72% | +0.38% | +659.06% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.68% | +0.22% | +88.84% | |
| 30 | TLTE | Flexshares Morningstar Emerg | ETF-その他 | 0.59% | — | +414.90% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.57% | +0.26% | +181.44% | |
| 32 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.47% | — | +13.83% | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.44% | +1.51% | +912.92% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.41% | — | +0.43% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.37% | +0.01% | -5.82% | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.30% | — | +1.36% | |
| 37 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.30% | — | -2.13% | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.26% | — | +1.72% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.25% | — | +66.03% | |
| 40 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.24% | — | -0.16% | |
| 41 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.21% | — | +1.68% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.21% | — | +2.87% | |
| 43 | ✓ | Barclays Bank | 株式-その他 | 0.21% | — | -8.84% | |
| 44 | ✓ | Barclays Bk PLC | 株式-その他 | 0.21% | — | +1.53% | |
| 45 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.20% | — | +0.21% | |
| 46 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.20% | — | +2.91% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.19% | — | +377.96% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.18% | — | +0.03% | |
| 49 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.16% | — | -1.76% | |
| 50 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.16% | — | -3.58% |