CIK: 0001602603
申告総資産額
$4.1億
| # | 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 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 15.07% | — | -1.87% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.66% | — | -4.25% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 5.88% | — | +1.50% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 3.67% | — | +1.93% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.13% | — | -0.41% | |
| 6 | IGE | Ishares North American Natur | ETF-その他 | 3.01% | — | -1.99% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.64% | — | +1.20% | |
| 8 | VTHR | Vanguard Russell 3000 | ETF-その他 | 2.13% | — | -4.68% | |
| 9 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 2.00% | — | +1.19% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.80% | — | -5.58% | |
| 11 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.79% | — | -0.81% | |
| 12 | IGOV | Ishares International Treasu | ETF-その他 | 1.53% | — | +0.80% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.52% | — | +1.31% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.33% | — | -1.62% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.33% | — | -2.42% | |
| 16 | IXC | Ishares Global Energy ETF | ETF-その他 | 1.31% | — | -3.90% | |
| 17 | WIP | State Street Spdr Ftse Inter | ETF-その他 | 1.29% | — | +1.55% | |
| 18 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.26% | — | +0.71% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.23% | — | +2.19% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.20% | — | +1.58% | |
| 21 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.19% | — | +1.17% | |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.11% | — | -2.20% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.08% | — | -1.11% | |
| 24 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.92% | — | -1.88% | |
| 25 | TDF | Templeton Dragon Fund, Inc. | 株式-その他 | 0.91% | — | -0.20% | |
| 26 | VDE | Vanguard Energy ETF | ETF-その他 | 0.87% | — | -5.63% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.82% | — | -2.37% | |
| 28 | IEV | Ishares Europe ETF | ETF-その他 | 0.77% | — | -10.21% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.76% | — | -1.05% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.73% | — | -1.33% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.67% | — | -21.63% | |
| 32 | BHK | Blackrock Core Bond Trust | 株式-その他 | 0.65% | — | +1.82% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.65% | — | +0.02% | |
| 34 | AFL | Aflac INC | 株式-金融 | 0.64% | — | +0.02% | |
| 35 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.63% | — | +9.48% | |
| 36 | EMF | Templeton Emerging Markets | 株式-その他 | 0.63% | — | -1.31% | |
| 37 | RMT | Royce Micro-cap Trust INC | 株式-その他 | 0.63% | — | -1.54% | |
| 38 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.59% | — | +6.20% | |
| 39 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.58% | — | -4.45% | |
| 40 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 0.57% | — | -9.46% | |
| 41 | PBW | Invesco Wilderhill Clean Ene | ETF-その他 | 0.55% | — | -2.74% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.54% | — | -0.21% | |
| 43 | IFGL | Ishares International Develo | ETF-その他 | 0.51% | — | -0.28% | |
| 44 | XLE | Ss Energy Select Sector | ETF-その他 | 0.51% | — | +2.33% | |
| 45 | XFFCX | Flaherty & Crumrine Pref INC | 株式-その他 | 0.50% | — | -3.60% | |
| 46 | IDU | Ishares US Utilities ETF | ETF-その他 | 0.49% | — | +2.71% | |
| 47 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.46% | — | +5.57% | |
| 48 | SGOL | abrdn Physical Gold Shares ETF | ETF-コモディティ | 0.46% | — | +4.02% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.45% | — | -0.18% | |
| 50 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.45% | — | -4.77% |