CIK: 0001359262
申告総資産額
$8.7億
| # | 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 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 50.61% | — | -35.56% | |
| 2 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 36.26% | — | -50.00% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.14% | — | -46.98% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.76% | — | -41.79% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.43% | — | -47.59% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.29% | — | -42.30% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.28% | — | -42.26% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.02% | — | -46.05% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.90% | — | -43.53% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.87% | — | -45.12% | |
| 11 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.71% | — | -43.81% | |
| 12 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.53% | — | -42.17% | |
| 13 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.45% | — | -47.35% | |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.42% | — | -46.70% | |
| 15 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.13% | — | -44.79% | |
| 16 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 0.11% | — | -36.84% | |
| 17 | INDA | Ishares Msci India ETF | ETF-その他 | 0.11% | — | -46.38% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +7.3% | -35.56% | 減少 |
| 2 | AGG | Ishares Core U.s. Aggregate | 0% | -42.26% | 減少 |
| 3 | TIP | Ishares Tips Bond ETF | 0% | -42.30% | 減少 |
| 4 | TLT | Ishares 20+ Year Treasury Bd | 0% | -43.53% | 減少 |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | -41.79% | 減少 |
| 6 | NEAR | Ishares Sh Dba ETF Usd INC | 0% | -42.17% | 減少 |
| 7 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | -46.70% | 減少 |
| 8 | INDA | Ishares Msci India ETF | 0% | -46.38% | 減少 |
| 9 | VWO | Vanguard Ftse Emerging Marke | — | -46.05% | 減少 |
| 10 | VEA | Vanguard Ftse Developed ETF | — | -45.12% | 減少 |
| 11 | IYR | Ishares US Real Estate ETF | — | -43.81% | 減少 |
| 12 | EWJ | Ishares Msci Japan ETF | — | -47.35% | 減少 |
| 13 | IEUR | Ishares Core Msci Europe ETF | — | -44.79% | 減少 |
| 14 | EWW | Ishares Msci Mexico ETF | — | -36.84% | 減少 |
| 15 | IVV | Ishares Core S&p 500 ETF | 0% | -46.98% | 減少 |
| 16 | IWM | Ishares Russell 2000 ETF | -0.1% | -47.59% | 減少 |
| 17 | EEM | Ishares Msci Emerging Market | -2.8% | -50.00% | 減少 |
| 18 | SCHP | Schwab U.s. Tips ETF | — | EXIT | 全売却 |