CIK: 0001730813
申告総資産額
$3.2億
| # | 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 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 17.11% | — | +6.46% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 10.69% | -0.08% | EXIT | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 9.41% | — | +10.24% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 8.57% | — | +1.88% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 7.39% | -0.80% | -3.58% | |
| 6 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 5.91% | — | +15.12% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 5.65% | — | +7.47% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 4.44% | -0.12% | -0.02% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.23% | — | +4.16% | |
| 10 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 4.21% | — | +7.60% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.81% | +0.05% | +1.44% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.75% | — | +6.92% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 3.21% | +0.09% | -1.02% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.78% | -0.01% | -0.14% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.47% | -0.03% | +23.81% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.63% | — | -8.13% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.51% | — | -5.75% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.00% | +0.37% | +6.78% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.58% | -0.06% | +10.59% | |
| 20 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.52% | — | -2.78% | |
| 21 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.49% | — | -5.36% | |
| 22 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.34% | — | -51.53% | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.29% | — | -3.07% |