CIK: 0001551867
申告総資産額
$13.7億
| # | 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 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 55.02% | -0.19% | +8.92% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 9.16% | — | +4.42% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.15% | -0.08% | -2.08% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.75% | -0.06% | -1.23% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.09% | -0.25% | -1.74% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.51% | — | +9.39% | |
| 7 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.91% | — | -15.00% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-その他 | 2.14% | — | -6.94% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.97% | -0.08% | -1.23% | |
| 10 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.31% | — | -49.62% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | +9.7% | +8.92% | 増加 |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.4% | -1.23% | 減少 |
| 3 | BOND | Pimco Active Bond Exchange-t | +1% | +4.42% | 増加 |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +1% | -2.08% | 減少 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.8% | -1.74% | 減少 |
| 6 | IEF | Ishares 7-10 Year Treasury B | +0.5% | +9.39% | 増加 |
| 7 | IWM | Ishares Russell 2000 ETF | +0.1% | -1.23% | 減少 |
| 8 | OEF | Ishares S&p 100 ETF | +0.1% | -6.94% | 減少 |
| 9 | DHS | Wisdomtree US High Dividend | -0.3% | -49.62% | 減少 |
| 10 | HDV | Ishares Core High Dividend E | -0.3% | -15.00% | 減少 |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | — | EXIT | 全売却 |
| 12 | EEM | Ishares Msci Emerging Market | — | EXIT | 全売却 |
| 13 | DGS | Wisdomtree Em Small Cap | — | EXIT | 全売却 |