CIK: 0000728618
申告総資産額
$3.3億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 36.59% | -0.81% | -0.30% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 25.65% | +0.41% | +87.77% | |
| 3 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 12.45% | -0.08% | — | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 8.65% | +0.11% | — | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.05% | — | — | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.03% | — | — | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.94% | +0.05% | — | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.59% | +0.14% | — | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.81% | -0.01% | — | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.62% | +0.09% | +15.65% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.62% | +0.10% | -7.55% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BLV | Vanguard Long-term Bond ETF | +12.5% | NEW | 新規購入 |
| 2 | AGG | Ishares Core U.s. Aggregate | +4.6% | +87.77% | 増加 |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | +3.1% | NEW | 新規購入 |
| 4 | VGSH | Vanguard Short-term Treasury | +3% | NEW | 新規購入 |
| 5 | SCHD | Schwab US Dvd Equity ETF | -0.7% | +15.65% | 増加 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | -0.7% | -7.55% | 減少 |
| 7 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.9% | — | 変化なし |
| 8 | EEM | Ishares Msci Emerging Market | -1% | — | 変化なし |
| 9 | EFA | Ishares Msci Eafe ETF | -1.2% | — | 変化なし |
| 10 | IWM | Ishares Russell 2000 ETF | -3.7% | — | 変化なし |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | -14.8% | -0.30% | 減少 |