CIK: 0001544224
申告総資産額
$4.6億
| # | 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 30.16% | — | +33.77% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 16.64% | — | +35.88% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 15.23% | — | +14.51% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 10.39% | — | +0.57% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 9.09% | — | +1.61% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 6.26% | — | +8.67% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.68% | — | +28.97% | |
| 8 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 4.77% | — | +8.99% | |
| 9 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.77% | — | +249.11% | |
| 10 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.71% | — | +0.22% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.30% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +4.2% | +33.77% | 増加 |
| 2 | VEA | Vanguard Ftse Developed ETF | +2.7% | +35.88% | 増加 |
| 3 | IYR | Ishares US Real Estate ETF | +0.5% | +249.11% | 増加 |
| 4 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +28.97% | 増加 |
| 5 | VB | Vanguard Small-cap ETF | -0.1% | — | 変化なし |
| 6 | ICF | Ishares Select U.s. Reit ETF | -0.2% | +0.22% | 増加 |
| 7 | VTI | Vanguard Total Stock Mkt ETF | -0.7% | +14.51% | 増加 |
| 8 | DJP | Ipath Bloomberg Commodity In | -0.7% | +8.99% | 増加 |
| 9 | EFA | Ishares Msci Eafe ETF | -1.1% | +1.61% | 増加 |
| 10 | VNQ | Vanguard Real Estate ETF | -1.3% | +8.67% | 増加 |
| 11 | IWV | Ishares Russell 3000 ETF | -2.1% | +0.57% | 増加 |
| 12 | GLD | Spdr Gold Shares | — | EXIT | 全売却 |