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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 23.91% | — | -8.42% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 17.68% | — | +0.33% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 10.47% | — | +0.79% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 10.02% | — | -4.60% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 9.49% | — | -2.09% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.71% | — | -0.41% | |
| 7 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 5.29% | — | -3.92% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.45% | — | +1.06% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.22% | — | +6.83% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.93% | — | +5.09% | |
| 11 | BND | Vanguard Total Bond Market | ETF-その他 | 2.91% | — | -3.14% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.97% | — | +0.83% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.63% | — | — | |
| 14 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.58% | — | +0.72% | |
| 15 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.57% | — | +1.57% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.35% | — | +0.97% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.35% | — | +1.50% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.23% | — | +0.46% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.16% | — | +3.02% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.10% | — | -2.49% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +0.79% | 増加 |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.6% | +0.33% | 増加 |
| 3 | IWV | Ishares Russell 3000 ETF | +0.3% | -2.09% | 減少 |
| 4 | VWO | Vanguard Ftse Emerging Marke | +0.3% | -0.41% | 減少 |
| 5 | IEMG | Ishares Core Msci Emerging | +0.3% | +5.09% | 増加 |
| 6 | BSV | Vanguard Short-term Bond ETF | +0.2% | +6.83% | 増加 |
| 7 | EFA | Ishares Msci Eafe ETF | +0.1% | +1.06% | 増加 |
| 8 | IWB | Ishares Russell 1000 ETF | +0.1% | +0.83% | 増加 |
| 9 | IVV | Ishares Core S&p 500 ETF | 0% | +0.97% | 増加 |
| 10 | EEM | Ishares Msci Emerging Market | 0% | +1.50% | 増加 |
| 11 | VV | Vanguard Large-cap ETF | 0% | +0.46% | 増加 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.02% | 増加 |
| 13 | ICF | Ishares Select U.s. Reit ETF | 0% | +1.57% | 増加 |
| 14 | IYR | Ishares US Real Estate ETF | 0% | +0.72% | 増加 |
| 15 | GLD | Spdr Gold Shares | 0% | — | 変化なし |
| 16 | DJP | Ipath Bloomberg Commodity In | — | -3.92% | 減少 |
| 17 | IWM | Ishares Russell 2000 ETF | — | -2.49% | 減少 |
| 18 | BND | Vanguard Total Bond Market | -0.1% | -3.14% | 減少 |
| 19 | VNQ | Vanguard Real Estate ETF | -0.6% | -4.60% | 減少 |
| 20 | VEA | Vanguard Ftse Developed ETF | -1.6% | -8.42% | 減少 |