CIK: 0001633024
申告総資産額
$13.8億
| # | 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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.61% | -0.06% | +8.77% | |
| 2 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.39% | -0.29% | +19.32% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.00% | -0.07% | +14.78% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.84% | +0.25% | +19.95% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.29% | -0.01% | +22.70% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.03% | — | -0.71% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.00% | -0.10% | +9.28% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 2.98% | -0.21% | +22.97% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.50% | — | -0.20% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.98% | — | -0.73% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.83% | -0.02% | +9.02% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.71% | — | -2.00% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.67% | — | -4.37% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.67% | -0.16% | +13.70% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.50% | -0.17% | +18.62% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.49% | — | -5.92% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.41% | +0.23% | +20.99% | |
| 18 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.38% | — | -1.80% | |
| 19 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.30% | — | -0.94% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.28% | -0.12% | +19.61% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.21% | -0.12% | +17.18% | |
| 22 | ✓ | 株式-その他 | 1.13% | — | +17.95% | ||
| 23 | CAT | Caterpillar INC | 株式-資本財 | 1.03% | — | +4.29% | |
| 24 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.00% | — | +33.61% | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.00% | -0.08% | +24.94% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.97% | — | +4.22% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.95% | -0.24% | -2.23% | |
| 28 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 0.90% | — | -0.95% | |
| 29 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.89% | +0.01% | +4.62% | |
| 30 | AFL | Aflac INC | 株式-金融 | 0.89% | — | +4.00% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.89% | — | +1.50% | |
| 32 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.89% | — | -1.31% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.85% | +0.02% | +4.57% | |
| 34 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.80% | — | -1.21% | |
| 35 | AAPL | Apple INC | 株式-IT | 0.79% | — | -2.03% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.77% | — | +6.62% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.72% | — | -11.28% | |
| 38 | IBND | State Street Spdr Bloomberg | ETF-その他 | 0.71% | — | +29.42% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.66% | — | +7.70% | |
| 40 | AIZ | Assurant INC | 株式-金融 | 0.64% | — | +7.36% | |
| 41 | NOVEUR | National Oilwell Varco INC | 株式-その他 | 0.61% | — | +9.51% | |
| 42 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.61% | — | +4.98% | |
| 43 | AAL | American Airlines Group INC | 株式-資本財 | 0.61% | +0.22% | +9.48% | |
| 44 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.59% | — | +7.27% | |
| 45 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.58% | — | +7.25% | |
| 46 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 0.58% | — | -2.93% | |
| 47 | MSI | Motorola Solutions INC | 株式-IT | 0.56% | — | +9.32% | |
| 48 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | ETF-その他 | 0.55% | — | +32.76% | |
| 49 | SDA | Sealed Air CORP | 株式-一般消費財 | 0.54% | -0.61% | EXIT | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | +8.33% |