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 | 28.64% | — | +58.57% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 20.17% | — | +100.52% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 17.31% | — | +80.97% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 8.37% | — | +28.37% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 7.02% | — | +100.09% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.82% | — | +104.15% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.91% | — | +7.85% | |
| 8 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 4.71% | — | +74.53% | |
| 9 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.45% | — | +1.88% | |
| 10 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.40% | — | +1.79% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.19% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +3.5% | +100.52% | 増加 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +2.1% | +80.97% | 増加 |
| 3 | VWO | Vanguard Ftse Emerging Marke | +1.1% | +104.15% | 増加 |
| 4 | VNQ | Vanguard Real Estate ETF | +0.8% | +100.09% | 増加 |
| 5 | DJP | Ipath Bloomberg Commodity In | -0.1% | +74.53% | 増加 |
| 6 | VB | Vanguard Small-cap ETF | -0.1% | — | 変化なし |
| 7 | ICF | Ishares Select U.s. Reit ETF | -0.3% | +1.79% | 増加 |
| 8 | IYR | Ishares US Real Estate ETF | -0.3% | +1.88% | 増加 |
| 9 | VEU | Vanguard Ftse All-world Ex-u | -1.5% | +58.57% | 増加 |
| 10 | IWV | Ishares Russell 3000 ETF | -2% | +28.37% | 増加 |
| 11 | EFA | Ishares Msci Eafe ETF | -3.2% | +7.85% | 増加 |