CIK: 0001581833
申告総資産額
$6.8億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 48.13% | -0.04% | +4.51% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 14.29% | -0.34% | +7.98% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 13.78% | +0.30% | +1.76% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 8.40% | -0.10% | +2.81% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 4.90% | +0.11% | +2.35% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 4.32% | +0.10% | +3.96% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.18% | — | +8.40% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.01% | -0.03% | +3.62% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.51% | 増加 |
| 2 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +2.81% | 増加 |
| 3 | IWM | Ishares Russell 2000 ETF | 0% | +8.40% | 増加 |
| 4 | EFA | Ishares Msci Eafe ETF | 0% | +7.98% | 増加 |
| 5 | IWB | Ishares Russell 1000 ETF | 0% | +3.62% | 増加 |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +2.35% | 増加 |
| 7 | FLOT | Ishares Floating Rate Bond E | -0.1% | +3.96% | 増加 |
| 8 | AGG | Ishares Core U.s. Aggregate | -0.1% | +1.76% | 増加 |