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 | 14.69% | -1.03% | +0.74% | |
| 2 | TILT | Flexshares Morningstar US Ma | ETF-その他 | 9.34% | +0.02% | -17.60% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.77% | +0.01% | -6.20% | |
| 4 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 7.31% | — | -3.48% | |
| 5 | TLTD | Flexshares Morningstar Devel | ETF-その他 | 5.97% | — | -17.72% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 5.80% | +0.06% | -1.85% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.59% | -0.88% | -2.27% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.84% | -0.04% | -1.77% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.77% | +0.04% | -1.63% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.74% | -0.43% | -11.31% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.95% | +0.01% | -2.41% | |
| 12 | IWC | Ishares Micro-cap ETF | ETF-その他 | 2.69% | +0.02% | -2.67% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.65% | +0.02% | -1.81% | |
| 14 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 1.83% | -0.18% | -2.05% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.66% | +0.01% | -2.92% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.58% | +0.01% | -4.17% | |
| 17 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 1.46% | — | +2.79% | |
| 18 | SUB | Ishares Short-term National | ETF-その他 | 1.41% | — | -12.37% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.35% | — | +2.81% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.34% | +1.51% | -10.59% | |
| 21 | RWO | State Street Spdr Dow Jones | ETF-その他 | 1.09% | — | +7.34% | |
| 22 | TLTE | Flexshares Morningstar Emerg | ETF-その他 | 1.05% | — | -24.62% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.97% | — | +3.80% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.79% | +0.38% | -34.67% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.59% | — | +3.11% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.56% | — | -10.39% | |
| 27 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.44% | — | -2.69% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.44% | — | -2.69% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.36% | +0.22% | -12.11% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.33% | +0.01% | -6.05% | |
| 31 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.31% | — | -2.61% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.23% | — | -10.06% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.22% | — | +2.23% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.21% | +0.26% | -58.58% | |
| 35 | ✓ | Barclays Bk PLC | 株式-その他 | 0.21% | — | +11.46% | |
| 36 | ✓ | Barclays Bank | 株式-その他 | 0.20% | — | +6.69% | |
| 37 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.20% | — | +0.04% | |
| 38 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.19% | — | -2.20% | |
| 39 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.18% | — | -7.98% | |
| 40 | BND | Vanguard Total Bond Market | ETF-その他 | 0.18% | +1.53% | -80.05% | |
| 41 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.17% | — | -9.22% | |
| 42 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.16% | — | +0.73% | |
| 43 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.16% | — | -1.32% | |
| 44 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.15% | — | -3.35% | |
| 45 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.14% | — | -4.35% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.13% | — | -5.26% | |
| 47 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 0.10% | — | -0.33% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.09% | — | -6.97% | |
| 49 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.09% | — | -6.54% | |
| 50 | ✓ | Barclays Bank PLC | 株式-その他 | 0.08% | — | +1.27% |