CIK: 0001683754
申告総資産額
$3.8億
| # | 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 | 15.45% | -0.35% | +3.02% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.40% | -0.02% | +6.24% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 8.36% | +0.68% | +11.47% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 8.31% | -0.30% | +5.18% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-その他 | 7.62% | +0.64% | +6.44% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.76% | -0.21% | +5.20% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 5.11% | -0.13% | -1.05% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.97% | +0.08% | +5.65% | |
| 9 | RWO | State Street Spdr Dow Jones | ETF-その他 | 4.96% | — | +4.67% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.80% | -0.03% | -2.21% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.92% | — | +7.11% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.89% | — | +12.83% | |
| 13 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.71% | — | -2.42% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.49% | +0.37% | +9.90% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.41% | -0.08% | +14.87% | |
| 16 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.37% | — | +12.17% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.54% | -0.03% | +15.69% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.36% | — | -0.18% | |
| 19 | UBS | UBS Group AG | 株式-金融 | 1.18% | — | -1.34% | |
| 20 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.78% | — | -1.46% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.75% | +0.38% | +1.08% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.72% | +0.08% | +25.80% | |
| 23 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.66% | — | +0.19% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.58% | — | +7.31% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.37% | +0.07% | +1.45% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.34% | +0.01% | +26.71% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.34% | -0.02% | +0.42% | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.26% | — | +0.60% | |
| 29 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.21% | — | -9.66% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.18% | — | +0.14% | |
| 31 | EMLP | First Trust North American E | ETF-その他 | 0.18% | — | -9.41% |