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 | 8.47% | -1.03% | +5.99% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 8.35% | -0.88% | +28.09% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.37% | -0.43% | +37.32% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.30% | +0.01% | +19.37% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 5.92% | +1.51% | +67.17% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 5.72% | +1.53% | +69.94% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 4.57% | +0.38% | +77.53% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.47% | +0.22% | +83.71% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.28% | +0.33% | +91.95% | |
| 10 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 3.83% | — | -0.77% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.69% | -0.04% | +7.65% | |
| 12 | TILT | Flexshares Morningstar US Ma | ETF-その他 | 2.60% | +0.02% | -4.76% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.48% | +0.06% | -10.02% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.33% | +0.08% | +98.22% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.16% | +0.26% | +87.22% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.94% | +0.56% | +69.81% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.90% | +0.52% | +70.32% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.88% | +0.52% | +70.52% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.85% | +0.03% | +95.87% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.84% | +0.04% | -6.76% | |
| 21 | TLTD | Flexshares Morningstar Devel | ETF-その他 | 1.84% | — | -2.63% | |
| 22 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.77% | — | +95.24% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.76% | +0.03% | +96.33% | |
| 24 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 1.72% | +0.04% | +98.28% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.50% | -0.01% | +94.63% | |
| 26 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 1.37% | -0.18% | +4.19% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.28% | +0.01% | -28.18% | |
| 28 | IWC | Ishares Micro-cap ETF | ETF-その他 | 1.26% | +0.02% | -8.83% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.19% | +0.10% | +101.40% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.91% | +0.02% | -7.13% | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.64% | +0.01% | -8.35% | |
| 32 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 0.61% | +0.02% | -5.23% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.56% | +0.01% | -5.76% | |
| 34 | TLTE | Flexshares Morningstar Emerg | ETF-その他 | 0.38% | — | -1.52% | |
| 35 | SUB | Ishares Short-term National | ETF-その他 | 0.35% | — | -4.04% | |
| 36 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.33% | — | -2.75% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.16% | — | -5.23% | |
| 38 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.14% | -0.90% | +8.03% | |
| 39 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.12% | — | -3.94% | |
| 40 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.11% | — | -2.14% | |
| 41 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.09% | — | -12.12% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.08% | — | -12.27% | |
| 43 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.08% | — | +0.30% | |
| 44 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.08% | — | -4.06% | |
| 45 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.07% | — | +1.73% | |
| 46 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.07% | — | -12.70% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.06% | +0.01% | -6.72% | |
| 48 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.06% | — | +0.90% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.06% | — | -11.31% | |
| 50 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.05% | — | -12.75% |