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 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 7.86% | -0.88% | +20.09% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 6.89% | +1.51% | +60.09% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 6.76% | +1.53% | +60.75% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.46% | -1.03% | +3.47% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.33% | -0.43% | +29.66% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 5.60% | +0.38% | +52.17% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.57% | +0.22% | +54.40% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.56% | +0.01% | +20.68% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.49% | +0.33% | +56.07% | |
| 10 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 2.86% | — | +1.44% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.83% | +0.08% | +63.27% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.83% | +0.26% | +54.76% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.82% | -0.04% | +3.81% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.29% | +0.56% | +62.81% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.24% | +0.03% | +62.98% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.24% | +0.52% | +61.29% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.21% | +0.52% | +63.53% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.19% | — | +60.46% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.13% | +0.03% | +61.87% | |
| 20 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 2.03% | +0.04% | +64.68% | |
| 21 | TILT | Flexshares Morningstar US Ma | ETF-その他 | 2.01% | +0.02% | -3.43% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.94% | +0.06% | -2.16% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.80% | -0.01% | +61.77% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.43% | +0.10% | +63.78% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.37% | +0.04% | +1.20% | |
| 26 | TLTD | Flexshares Morningstar Devel | ETF-その他 | 1.36% | — | -0.66% | |
| 27 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 1.03% | -0.18% | +2.34% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.01% | +0.01% | -3.47% | |
| 29 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.87% | +0.02% | -3.27% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.68% | +0.02% | -0.05% | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.47% | +0.01% | +0.69% | |
| 32 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 0.43% | +0.02% | +10.24% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.41% | +0.01% | +1.67% | |
| 34 | TLTE | Flexshares Morningstar Emerg | ETF-その他 | 0.27% | — | -0.83% | |
| 35 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.26% | — | -2.15% | |
| 36 | SUB | Ishares Short-term National | ETF-その他 | 0.26% | — | +0.04% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.12% | — | +0.10% | |
| 38 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.12% | -0.90% | +2.96% | |
| 39 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.09% | — | -0.35% | |
| 40 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.09% | — | -0.84% | |
| 41 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.07% | — | -2.67% | |
| 42 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.07% | — | -2.51% | |
| 43 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.06% | — | +0.20% | |
| 44 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.06% | — | +5.26% | |
| 45 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.05% | — | -16.27% | |
| 46 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.05% | — | -1.82% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.05% | +0.01% | -8.36% | |
| 48 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.05% | — | +5.38% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.04% | — | +1.14% | |
| 50 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.04% | — | -3.02% |