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 | 46.82% | — | -0.21% | |
| 2 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 20.87% | — | -2.68% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 7.13% | — | -2.32% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.93% | — | +1.04% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.29% | — | -0.98% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.17% | — | +9.50% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.15% | — | +0.01% | |
| 8 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 2.95% | — | +10.91% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.68% | — | -0.20% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.65% | — | +5.94% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.41% | — | +4.74% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.04% | — | -3.75% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.89% | — | -0.17% | |
| 14 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.03% | — | +9.15% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EZM | Wisdomtree US Midcap Fund | +0.3% | +10.91% | 増加 |
| 2 | EFA | Ishares Msci Eafe ETF | +0.3% | +9.50% | 増加 |
| 3 | IEMG | Ishares Core Msci Emerging | +0.2% | +5.94% | 増加 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.1% | +1.04% | 増加 |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -0.98% | 減少 |
| 6 | IEFA | Ishares Core Msci Eafe ETF | — | -0.20% | 減少 |
| 7 | ESGE | Ishares INC Ishares Esg Awar | — | +9.15% | 増加 |
| 8 | SCZ | Ishares Msci Eafe Small-cap | 0% | -3.75% | 減少 |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +4.74% | 増加 |
| 10 | AGG | Ishares Core U.s. Aggregate | -0.1% | -0.17% | 減少 |
| 11 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +0.01% | 増加 |
| 12 | VTV | Vanguard Value ETF | -0.1% | -2.32% | 減少 |
| 13 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -0.21% | 減少 |
| 14 | PRFZ | Inv Rafi US 1500 Sm-usd INC | -0.4% | -2.68% | 減少 |