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 | 16.14% | -1.03% | +3.66% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 9.42% | +0.01% | +2.50% | |
| 3 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 8.36% | — | -2.61% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 6.77% | +0.06% | -0.36% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.76% | -0.88% | +0.07% | |
| 6 | TILT | Flexshares Morningstar US Ma | ETF-その他 | 6.38% | +0.02% | -2.46% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 5.77% | -0.04% | +4.18% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 5.55% | +0.04% | -1.22% | |
| 9 | TLTD | Flexshares Morningstar Devel | ETF-その他 | 4.85% | — | -4.01% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.07% | -0.43% | -0.50% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.53% | +0.01% | +0.46% | |
| 12 | IWC | Ishares Micro-cap ETF | ETF-その他 | 3.23% | +0.02% | -0.37% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.88% | +0.02% | -1.70% | |
| 14 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.23% | -0.18% | -4.75% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.97% | +0.01% | -2.73% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.91% | +0.01% | -2.75% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.21% | +1.51% | +0.31% | |
| 18 | TLTE | Flexshares Morningstar Emerg | ETF-その他 | 1.14% | — | -6.93% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 0.83% | +0.38% | -0.87% | |
| 20 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.83% | — | +4.39% | |
| 21 | SUB | Ishares Short-term National | ETF-その他 | 0.80% | — | +3.31% | |
| 22 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.55% | — | -7.34% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.43% | +0.22% | +1.41% | |
| 24 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.42% | — | +2.73% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.38% | — | +3.51% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.35% | — | -0.95% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.31% | +0.01% | -11.21% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.28% | — | +1.97% | |
| 29 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.23% | — | -1.86% | |
| 30 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.22% | — | +1.25% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.21% | — | -2.17% | |
| 32 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.20% | — | +6.17% | |
| 33 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.19% | — | +1.81% | |
| 34 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.18% | — | -1.66% | |
| 35 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.17% | — | -9.98% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.17% | — | +4.75% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.15% | — | -1.80% | |
| 38 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.14% | — | -7.65% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.12% | — | +0.28% | |
| 40 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.11% | — | -5.58% | |
| 41 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.11% | — | +2.68% | |
| 42 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 0.11% | — | -0.63% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.10% | +0.26% | +7.48% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.09% | — | -3.21% | |
| 45 | MEGI | NYLI CBRE Global Infrastructure Megatrends Term Fund | 株式-その他 | 0.07% | — | +7.87% | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.03% | — | — | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.02% | — | — | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.01% | — | — | |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.01% | — | — | |
| 50 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.01% | — | — |