CIK: 0001536549
申告総資産額
$1.0億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.14% | -1.24% | +116.65% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 11.00% | — | +39.50% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 10.26% | — | -4.27% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 8.91% | -0.19% | +83.36% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 8.84% | — | +65.01% | |
| 6 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 7.15% | — | +60.03% | |
| 7 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 6.28% | — | -2.23% | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 4.77% | — | -3.09% | |
| 9 | SLVP | Ishares Msci Global Silver A | ETF-コモディティ | 4.45% | — | -0.63% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.37% | +1.37% | -12.11% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.33% | — | -7.13% | |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 4.18% | — | -2.21% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.13% | -0.32% | -7.68% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.00% | -0.02% | +0.28% | |
| 15 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-その他 | 0.86% | — | -0.85% | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.84% | — | +6.17% | |
| 17 | IGOV | Ishares International Treasu | ETF-その他 | 0.82% | — | -15.18% | |
| 18 | TGT | Target CORP | 株式-一般消費財 | 0.70% | — | +4.80% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.58% | — | +0.53% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.58% | -0.12% | +9.93% | |
| 21 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.42% | — | -16.74% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.40% | — | -3.12% | |
| 23 | MNA | Nyli Merger Arbitrage ETF | ETF-その他 | 0.38% | — | -16.90% | |
| 24 | FBCUSD | Flagstar Bancorp INC | 株式-その他 | 0.38% | — | -35.69% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.38% | — | -57.60% | |
| 26 | WTMF | Wisdomtree Mgd Futures Strat | ETF-その他 | 0.38% | — | — | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.37% | -0.09% | — | |
| 28 | HAP | Vaneck Natural Resources ETF | ETF-その他 | 0.35% | — | -11.25% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.34% | — | — | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.27% | — | — | |
| 31 | F | Ford Motor Co | 株式-一般消費財 | 0.11% | -0.06% | -0.41% |