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 | 20.14% | — | +2.69% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 20.00% | — | -0.37% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 14.11% | — | +6.93% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 11.00% | — | -0.03% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 10.12% | — | -2.64% | |
| 6 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 6.17% | — | +2.45% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.82% | — | +8.62% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 4.52% | — | -2.55% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.63% | — | +2.14% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.98% | — | — | |
| 11 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.86% | — | +1.31% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.84% | — | — | |
| 13 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.74% | — | +0.73% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.38% | — | -24.70% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.32% | — | +0.79% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.24% | — | +0.44% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.11% | — | — | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.03% | — | +0.41% |
| # | 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 | +1.2% | +6.93% | 増加 |
| 2 | DJP | Ipath Bloomberg Commodity In | +0.8% | +2.45% | 増加 |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +8.62% | 増加 |
| 4 | GLD | Spdr Gold Shares | 0% | — | 変化なし |
| 5 | IYR | Ishares US Real Estate ETF | 0% | +1.31% | 増加 |
| 6 | ICF | Ishares Select U.s. Reit ETF | 0% | +0.73% | 増加 |
| 7 | IWM | Ishares Russell 2000 ETF | — | — | 変化なし |
| 8 | VB | Vanguard Small-cap ETF | — | +0.41% | 増加 |
| 9 | IWB | Ishares Russell 1000 ETF | 0% | — | 変化なし |
| 10 | VV | Vanguard Large-cap ETF | 0% | +0.44% | 増加 |
| 11 | EEM | Ishares Msci Emerging Market | 0% | +0.79% | 増加 |
| 12 | IWV | Ishares Russell 3000 ETF | -0.1% | -0.03% | 減少 |
| 13 | IVV | Ishares Core S&p 500 ETF | -0.1% | -24.70% | 減少 |
| 14 | EFA | Ishares Msci Eafe ETF | -0.1% | +2.14% | 増加 |
| 15 | BND | Vanguard Total Bond Market | -0.2% | -2.55% | 減少 |
| 16 | VEU | Vanguard Ftse All-world Ex-u | -0.3% | +2.69% | 増加 |
| 17 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | -2.64% | 減少 |
| 18 | VEA | Vanguard Ftse Developed ETF | -1.1% | -0.37% | 減少 |