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 | BIV | Vanguard Intermediate-term B | ETF-その他 | 8.07% | +1.51% | +7.98% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 7.94% | +1.53% | +8.04% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 7.05% | -0.88% | +0.43% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.04% | -0.43% | +4.70% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 5.83% | +0.38% | +2.73% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.77% | -1.03% | -3.80% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.73% | +0.01% | -1.49% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.69% | +0.22% | +9.20% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.55% | +0.33% | +8.25% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.18% | +0.08% | +10.89% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.77% | +0.26% | +6.84% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.68% | +0.56% | +3.86% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.68% | +0.52% | +5.40% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.63% | +0.52% | +7.80% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.51% | -0.04% | -7.76% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.39% | +0.03% | +10.83% | |
| 17 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 2.32% | +0.04% | +10.12% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.32% | +0.03% | +10.00% | |
| 19 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.30% | — | +10.51% | |
| 20 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 2.20% | — | -8.63% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.02% | -0.01% | +11.00% | |
| 22 | TILT | Flexshares Morningstar US Ma | ETF-その他 | 1.77% | +0.02% | -4.08% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.74% | +0.10% | +14.55% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.28% | +0.06% | -26.05% | |
| 25 | TLTD | Flexshares Morningstar Devel | ETF-その他 | 1.27% | — | +0.85% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.97% | +0.04% | -21.63% | |
| 27 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.80% | -0.18% | -5.82% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.59% | +0.01% | -23.96% | |
| 29 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.58% | +0.02% | -19.81% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.49% | +0.02% | -17.33% | |
| 31 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 0.38% | +0.02% | -11.78% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.33% | +0.01% | -14.03% | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.32% | +0.01% | -18.53% | |
| 34 | TLTE | Flexshares Morningstar Emerg | ETF-その他 | 0.28% | — | +7.13% | |
| 35 | SUB | Ishares Short-term National | ETF-その他 | 0.27% | — | -7.31% | |
| 36 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.22% | — | -4.99% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.12% | — | -4.45% | |
| 38 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.08% | — | -1.11% | |
| 39 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.06% | — | -7.75% | |
| 40 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.06% | — | -6.77% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.06% | — | -7.70% | |
| 42 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.05% | — | +6.59% | |
| 43 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.05% | — | -0.56% | |
| 44 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.05% | — | +3.00% | |
| 45 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.04% | — | -5.42% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.04% | +0.01% | -0.96% | |
| 47 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.04% | — | — | |
| 48 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.04% | — | +0.01% | |
| 49 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.04% | — | +32.66% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.04% | — | -4.53% |