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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 47.71% | — | +31.49% | |
| 2 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 22.41% | — | +1.23% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 6.89% | — | +18.10% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.59% | — | -14.06% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.99% | — | -0.51% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.88% | — | +9.48% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.85% | — | +10.33% | |
| 8 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 2.60% | — | +10.31% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.49% | — | -37.48% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.14% | — | +4.06% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.41% | — | +3.02% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.02% | — | -9.77% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.00% | — | +2.85% | |
| 14 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.03% | — | +7.37% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +7.3% | +31.49% | 増加 |
| 2 | VTV | Vanguard Value ETF | +0.2% | +18.10% | 増加 |
| 3 | EZM | Wisdomtree US Midcap Fund | — | +10.31% | 増加 |
| 4 | ESGE | Ishares INC Ishares Esg Awar | — | +7.37% | 増加 |
| 5 | IVV | Ishares Core S&p 500 ETF | -0.1% | +10.33% | 増加 |
| 6 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +9.48% | 増加 |
| 7 | AGG | Ishares Core U.s. Aggregate | -0.2% | +2.85% | 増加 |
| 8 | IEMG | Ishares Core Msci Emerging | -0.2% | +4.06% | 増加 |
| 9 | SCZ | Ishares Msci Eafe Small-cap | -0.3% | -9.77% | 減少 |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | -0.3% | +3.02% | 増加 |
| 11 | EFA | Ishares Msci Eafe ETF | -0.5% | -0.51% | 減少 |
| 12 | VWO | Vanguard Ftse Emerging Marke | -1.2% | -14.06% | 減少 |
| 13 | IEFA | Ishares Core Msci Eafe ETF | -2.1% | -37.48% | 減少 |
| 14 | PRFZ | Inv Rafi US 1500 Sm-usd INC | -2.6% | +1.23% | 増加 |