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 | 19.72% | -0.19% | +1722.41% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 16.66% | -0.25% | +134.99% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.97% | -0.06% | +1882.42% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.09% | -0.08% | +348.30% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.11% | -0.08% | +372.55% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.88% | — | +997.20% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.92% | -0.12% | +1427.04% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.28% | -0.89% | +193.38% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.23% | +1.10% | +766.92% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.08% | -0.13% | +1234.48% | |
| 11 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 2.06% | -0.06% | +2169.99% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 1.77% | +0.20% | +1327.79% | |
| 13 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.73% | — | +2379.73% | |
| 14 | DLY | Doubleline Yield Opport | 株式-その他 | 1.41% | — | +4937.92% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.22% | — | +549.62% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.21% | — | +316.71% | |
| 17 | VOTE | Tcw Transform 500 ETF | ETF-その他 | 0.92% | — | — | |
| 18 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.91% | — | +332.20% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.84% | -0.12% | +310.13% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.82% | -0.04% | +1925.38% | |
| 21 | SOR | Source Capital | 株式-その他 | 0.77% | — | +2144.09% | |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.69% | — | +1260.60% | |
| 23 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.68% | — | +1085.99% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.60% | — | +1223.28% | |
| 25 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.59% | — | +2670.22% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.58% | +0.06% | +581.28% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.53% | — | +966.94% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.51% | +0.14% | +139.69% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.51% | — | +2622.43% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.45% | — | +1042.77% | |
| 31 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.42% | -0.15% | +3921.52% | |
| 32 | URTH | Ishares Msci World ETF | ETF-その他 | 0.41% | -0.02% | +896.55% | |
| 33 | DBL | Doubleline Opport Credit | 株式-その他 | 0.38% | — | +4743.94% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.37% | — | +1500.88% | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.33% | — | +409.74% | |
| 36 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.32% | — | +1008.84% | |
| 37 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 0.31% | +0.02% | +2452.55% | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.28% | — | +1139.15% | |
| 39 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.27% | — | +1387.17% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.24% | — | +864.14% | |
| 41 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.23% | — | +2313.36% | |
| 42 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.21% | — | +933.39% | |
| 43 | DSL | Doubleline Income Solutions | 株式-その他 | 0.18% | — | +5363.82% | |
| 44 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 0.17% | — | +439.98% | |
| 45 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.13% | — | +560.64% | |
| 46 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.13% | — | +483.91% | |
| 47 | BSTZ | Blackrock Sci & Tech Trm Tr | 株式-その他 | 0.11% | — | +3558.60% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.11% | -0.12% | +132.03% | |
| 49 | CMF | Ishares California Muni Bond | ETF-その他 | 0.11% | — | +1503.97% | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.11% | — | +44.12% |