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 | 7.53% | -0.88% | -9.49% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 7.21% | +1.51% | +4.01% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 7.10% | +1.53% | +3.97% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.36% | -0.43% | -0.64% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 5.81% | +0.38% | -4.04% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.77% | -1.03% | -11.53% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.75% | +0.22% | +1.82% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.61% | +0.33% | -0.13% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.40% | +0.01% | -6.44% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.03% | +0.08% | +5.52% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.82% | +0.26% | -0.97% | |
| 12 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 2.59% | — | -9.58% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.51% | -0.04% | -15.20% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.41% | +0.56% | -1.70% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.38% | +0.52% | +2.58% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.36% | +0.03% | +5.74% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.36% | +0.52% | +4.45% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.27% | +0.03% | +5.10% | |
| 19 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 2.25% | +0.04% | +8.56% | |
| 20 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.25% | — | +4.55% | |
| 21 | TILT | Flexshares Morningstar US Ma | ETF-その他 | 2.02% | +0.02% | -2.14% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.92% | -0.01% | +5.48% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.79% | +0.06% | -13.56% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.54% | +0.10% | +6.87% | |
| 25 | TLTD | Flexshares Morningstar Devel | ETF-その他 | 1.36% | — | -1.62% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.31% | +0.04% | -10.77% | |
| 27 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.92% | -0.18% | -17.31% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.84% | +0.01% | -18.75% | |
| 29 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.82% | +0.02% | -4.74% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.64% | +0.02% | -6.28% | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.44% | +0.01% | -4.85% | |
| 32 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 0.40% | +0.02% | -14.85% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.39% | +0.01% | -3.78% | |
| 34 | TLTE | Flexshares Morningstar Emerg | ETF-その他 | 0.28% | — | -0.78% | |
| 35 | SUB | Ishares Short-term National | ETF-その他 | 0.26% | — | -3.35% | |
| 36 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.26% | — | -3.62% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.12% | — | -2.67% | |
| 38 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.09% | — | -0.99% | |
| 39 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.07% | — | -2.38% | |
| 40 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.07% | — | -23.07% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.07% | — | -1.24% | |
| 42 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.05% | — | +99.25% | |
| 43 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.05% | — | +1.05% | |
| 44 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.05% | — | +2.02% | |
| 45 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.05% | — | -20.67% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.05% | +0.01% | -3.89% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.04% | — | +0.42% | |
| 48 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.04% | — | -1.91% | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.04% | — | +1.10% | |
| 50 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.03% | — | +0.58% |