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 | 37.77% | -0.81% | -3.84% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 25.23% | +0.41% | -6.62% | |
| 3 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 12.64% | -0.08% | — | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 9.06% | +0.11% | — | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.39% | +0.05% | — | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.36% | +0.14% | — | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.21% | — | -12.11% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.20% | — | -12.09% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.48% | -0.01% | — | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.34% | +0.09% | -15.28% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.32% | +0.10% | -18.39% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | -3.84% | 減少 |
| 2 | IWM | Ishares Russell 2000 ETF | +0.5% | — | 変化なし |
| 3 | EFA | Ishares Msci Eafe ETF | +0.2% | — | 変化なし |
| 4 | BLV | Vanguard Long-term Bond ETF | +0.2% | — | 変化なし |
| 5 | EEM | Ishares Msci Emerging Market | +0.2% | — | 変化なし |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | — | 変化なし |
| 7 | SCHD | Schwab US Dvd Equity ETF | -0.2% | -15.28% | 減少 |
| 8 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -18.39% | 減少 |
| 9 | VGSH | Vanguard Short-term Treasury | -0.2% | -12.09% | 減少 |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | -12.11% | 減少 |
| 11 | AGG | Ishares Core U.s. Aggregate | -1% | -6.62% | 減少 |