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 | 17.36% | -0.19% | +4.32% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.83% | -0.06% | +39.53% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 11.91% | — | -17.27% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.05% | -0.25% | +70.11% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.58% | -0.08% | +11.92% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 5.41% | — | +34.12% | |
| 7 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 4.69% | — | +186.79% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.27% | +1.10% | +119.28% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.18% | -0.08% | +60.09% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.45% | -0.13% | +75.80% | |
| 11 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 2.20% | -0.06% | +35.19% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.60% | -0.12% | +27.41% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.45% | — | -3.80% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.26% | — | -7.98% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.12% | — | +14.13% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.06% | -0.04% | +3.36% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.93% | — | +12.99% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.92% | — | -5.25% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.91% | -0.89% | +68.55% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.81% | — | -14.22% | |
| 21 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.81% | — | +4.68% | |
| 22 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.70% | — | +18.58% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.63% | — | +1.23% | |
| 24 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.62% | — | +7.43% | |
| 25 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.54% | -0.15% | +6.02% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.51% | — | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.45% | +0.14% | +35.32% | |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.44% | — | +12.53% | |
| 29 | 1JFD | Pimco Dynamic Credit And Mor | 株式-その他 | 0.37% | — | — | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 0.34% | +0.20% | +85.99% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.30% | — | +7.41% | |
| 32 | AAPL | Apple INC | 株式-IT | 0.25% | +0.06% | +3220.25% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.24% | — | +419.38% | |
| 34 | DSL | Doubleline Income Solutions | 株式-その他 | 0.21% | — | — | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.21% | — | +323.10% | |
| 36 | CMF | Ishares California Muni Bond | ETF-その他 | 0.19% | — | +14.98% | |
| 37 | DWM | Wisdomtree International Equ | ETF-その他 | 0.16% | — | -26.14% | |
| 38 | GFN | General Finance CORP | 株式-その他 | 0.16% | — | +46.19% | |
| 39 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.16% | — | -11.22% | |
| 40 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.14% | — | +15.09% | |
| 41 | WFC | Wells Fargo & Co | 株式-金融 | 0.12% | — | +1113.29% | |
| 42 | URTH | Ishares Msci World ETF | ETF-その他 | 0.09% | -0.02% | — | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.08% | — | — | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.06% | — | +714.11% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.06% | — | +73.04% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.05% | — | +830.23% | |
| 47 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.05% | — | — | |
| 48 | ES | Eversource Energy | 株式-公益事業 | 0.05% | — | — | |
| 49 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.04% | — | -25.93% | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.04% | — | — |