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 | 10.45% | +0.21% | +17.72% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 10.15% | +0.07% | +38.15% | |
| 3 | IDV | Ishares International Select | ETF-その他 | 10.00% | — | +28.66% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.31% | +0.47% | NEW | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 7.26% | -1.69% | +0.56% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 7.19% | -0.02% | -26.20% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.15% | +0.78% | -23.74% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.85% | -0.70% | -0.86% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.16% | — | -7.47% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.38% | +0.54% | -1.74% | |
| 11 | MBB | Ishares Mbs ETF | ETF-その他 | 3.99% | — | -41.22% | |
| 12 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.71% | — | -16.56% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.55% | +0.52% | -32.54% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.64% | -0.09% | -11.83% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.78% | — | -0.99% | |
| 16 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.67% | — | -48.08% | |
| 17 | SUB | Ishares Short-term National | ETF-その他 | 1.61% | — | -20.55% | |
| 18 | WPC | Wp Carey INC | 株式-不動産 | 0.80% | -0.07% | +0.05% | |
| 19 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.77% | — | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | -0.04% | -9.09% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.24% | — | — |