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 | 15.15% | -0.35% | +0.07% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 8.63% | +0.68% | +7.97% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.59% | -0.02% | +7.68% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 8.46% | -0.30% | +2.62% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-その他 | 7.55% | +0.64% | +4.92% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.74% | -0.21% | +1.29% | |
| 7 | RWO | State Street Spdr Dow Jones | ETF-その他 | 5.19% | — | +4.71% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 4.79% | -0.13% | -3.33% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.70% | +0.08% | -1.39% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.50% | -0.03% | -2.76% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.87% | — | +1.97% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.88% | — | +4.65% | |
| 13 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.73% | — | -0.76% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.65% | -0.08% | +11.82% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.45% | +0.37% | +5.15% | |
| 16 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.39% | — | +4.83% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.49% | -0.03% | -1.00% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.39% | — | +5.91% | |
| 19 | UBS | UBS Group AG | 株式-金融 | 0.99% | — | -6.08% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.93% | +0.08% | +30.95% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.79% | +0.38% | +10.28% | |
| 22 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.69% | — | +7.41% | |
| 23 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.63% | — | -13.11% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.58% | — | +0.16% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 0.44% | +0.01% | +34.06% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.44% | +0.07% | +23.65% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.32% | -0.02% | -4.71% | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.27% | — | +0.28% | |
| 29 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.24% | — | +19.93% | |
| 30 | EMLP | First Trust North American E | ETF-その他 | 0.18% | — | +0.65% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.18% | — | — | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.17% | — | -0.76% |