CIK: 0001581793
申告総資産額
$5.2億
| # | 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 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 30.68% | — | +0.42% | |
| 2 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 25.15% | — | — | |
| 3 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 19.07% | — | +3.47% | |
| 4 | IDV | Ishares International Select | ETF-その他 | 18.91% | — | +3.49% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.49% | — | +18.93% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 1.25% | — | -92.69% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.86% | — | +48.36% | |
| 8 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 0.80% | — | +31.46% | |
| 9 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.42% | — | +37.61% | |
| 10 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 0.41% | — | +33.05% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.31% | — | +100.90% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.29% | — | +89.29% | |
| 13 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 0.18% | — | +78.54% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.11% | — | -21.77% | |
| 15 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.05% | — | — | |
| 16 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | ETF-その他 | 0.01% | — | -71.66% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +48.36% | 増加 |
| 2 | SCZ | Ishares Msci Eafe Small-cap | +0.2% | +100.90% | 増加 |
| 3 | EZM | Wisdomtree US Midcap Fund | +0.1% | +31.46% | 増加 |
| 4 | IEMG | Ishares Core Msci Emerging | +0.1% | +89.29% | 増加 |
| 5 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | +37.61% | 増加 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.1% | +18.93% | 増加 |
| 7 | ✓ | FTSE RAFI US 1500 Small Cap | +0.1% | +33.05% | 増加 |
| 8 | EZU | Ishares Msci Eurozone ETF | 0% | +78.54% | 増加 |
| 9 | AMJEUR | Jpmorgan Alerian Mlp Index | 0% | — | 変化なし |
| 10 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | 0% | -71.66% | 減少 |
| 11 | EEM | Ishares Msci Emerging Market | -0.1% | -21.77% | 減少 |
| 12 | IDV | Ishares International Select | -1.7% | +3.49% | 増加 |
| 13 | TDIV | Ft Nasdaq Tech Dvd Index Fd | -2.3% | +3.47% | 増加 |
| 14 | KRE | Ss Spdr S&p Regional Bank | -3.7% | +0.42% | 増加 |
| 15 | VTV | Vanguard Value ETF | -18.3% | -92.69% | 減少 |
| 16 | VNQI | Vanguard Glbl Ex-us Real Est | — | NEW | 新規購入 |