CIK: 0001732846
申告総資産額
$4459.8万
| # | 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 9.72% | +0.21% | -2.75% | |
| 2 | IDV | Ishares International Select | ETF-その他 | 9.40% | — | -1.05% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 8.48% | +0.78% | -2.49% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 8.03% | -0.02% | -2.38% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 7.44% | +0.07% | +2.20% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.22% | -1.69% | -2.55% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.47% | -0.70% | -3.56% | |
| 8 | MBB | Ishares Mbs ETF | ETF-その他 | 5.25% | — | +0.62% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.14% | +0.52% | -1.26% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.78% | — | -1.62% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.72% | +0.54% | -5.39% | |
| 12 | IFGL | Ishares International Develo | ETF-その他 | 4.05% | — | +20.06% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 3.96% | — | +17.75% | |
| 14 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 3.24% | — | +20.96% | |
| 15 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.20% | — | -1.08% | |
| 16 | GVI | Ishares Intermediate Governm | ETF-その他 | 2.98% | — | +2.19% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.47% | -0.09% | -11.57% | |
| 18 | SUB | Ishares Short-term National | ETF-その他 | 1.66% | — | -1.87% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.97% | — | -2.89% | |
| 20 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.93% | — | -2.36% | |
| 21 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.51% | — | — | |
| 22 | WPC | Wp Carey INC | 株式-不動産 | 0.50% | -0.07% | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | -0.04% | — | |
| 24 | FMUSD | Ishares Msci Frontier 100 | ETF-その他 | 0.22% | — | -3.44% | |
| 25 | RPAIUSD | Retail Properties Of Ame - A | 株式-その他 | 0.21% | — | — | |
| 26 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.15% | — | — |