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 | 25.97% | — | +0.89% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 20.23% | — | +7.10% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 10.40% | — | +2.67% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 7.98% | — | +13.16% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 7.63% | — | -5.19% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.72% | — | +1.07% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.35% | — | +3.79% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 5.26% | — | +1.74% | |
| 9 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 4.38% | — | +19.74% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.03% | — | — | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.96% | — | +0.50% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.78% | — | — | |
| 13 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.66% | — | +0.84% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | -7.56% | |
| 15 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.42% | — | +0.92% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.28% | — | +0.18% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.24% | — | +0.46% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.15% | — | +2.47% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | +1.5% | +13.16% | 増加 |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.6% | +7.10% | 増加 |
| 3 | BND | Vanguard Total Bond Market | +0.5% | +1.74% | 増加 |
| 4 | DJP | Ipath Bloomberg Commodity In | +0.3% | +19.74% | 増加 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.67% | 増加 |
| 6 | ICF | Ishares Select U.s. Reit ETF | +0.1% | +0.84% | 増加 |
| 7 | IYR | Ishares US Real Estate ETF | 0% | +0.92% | 増加 |
| 8 | GLD | Spdr Gold Shares | 0% | — | 変化なし |
| 9 | VV | Vanguard Large-cap ETF | — | +0.46% | 増加 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 変化なし |
| 11 | IWB | Ishares Russell 1000 ETF | 0% | +0.50% | 増加 |
| 12 | IWM | Ishares Russell 2000 ETF | 0% | +0.18% | 増加 |
| 13 | EEM | Ishares Msci Emerging Market | 0% | +2.47% | 増加 |
| 14 | IVV | Ishares Core S&p 500 ETF | 0% | -7.56% | 減少 |
| 15 | EFA | Ishares Msci Eafe ETF | -0.2% | +1.07% | 増加 |
| 16 | IWV | Ishares Russell 3000 ETF | -0.6% | -5.19% | 減少 |
| 17 | VWO | Vanguard Ftse Emerging Marke | -0.7% | +3.79% | 増加 |
| 18 | VEU | Vanguard Ftse All-world Ex-u | -1.5% | +0.89% | 増加 |