CIK: 0001513122
申告総資産額
$1.5億
| # | 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 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 9.88% | +0.55% | +3.79% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-その他 | 8.47% | +0.72% | -4.01% | |
| 3 | UBS | UBS Group AG | 株式-金融 | 7.43% | -4.65% | EXIT | |
| 4 | WY | Weyerhaeuser Co | 株式-不動産 | 7.28% | +0.45% | +70.80% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 6.32% | +0.08% | -33.88% | |
| 6 | ✓ | Credit Suisse Nassau Brh Etn L | 株式-その他 | 5.57% | — | +13.77% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.67% | +0.65% | -0.85% | |
| 8 | PXF | Invesco Ftse Rafi Developed | ETF-その他 | 4.15% | -4.98% | EXIT | |
| 9 | ✓ | 株式-その他 | 4.05% | +0.09% | -22.57% | ||
| 10 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 3.45% | -3.49% | EXIT | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.26% | +0.17% | -3.80% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.78% | +0.40% | -1.58% | |
| 13 | RYN | Rayonier INC | 株式-不動産 | 2.67% | -0.15% | -6.38% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.53% | +0.13% | -16.17% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.36% | +0.11% | -5.46% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.30% | +0.34% | +299.09% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.82% | +0.01% | -6.16% | |
| 18 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 1.77% | -2.38% | EXIT | |
| 19 | RWO | State Street Spdr Dow Jones | ETF-その他 | 1.74% | — | -15.44% | |
| 20 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 1.56% | — | -33.77% | |
| 21 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.55% | -0.01% | +11.48% | |
| 22 | GWX | State Street Spdr S&p Intern | ETF-その他 | 1.49% | +0.04% | -0.98% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.47% | +0.25% | +13.41% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.35% | +0.27% | -9.29% | |
| 25 | ✓ | UBS AG Jersey Brh | 株式-その他 | 1.33% | — | — | |
| 26 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.31% | -1.84% | EXIT | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.25% | — | +0.64% | |
| 28 | PCH | Potlatchdeltic CORP | 株式-その他 | 0.91% | +0.33% | +139.63% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.77% | +0.11% | — | |
| 30 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.58% | +0.05% | -4.24% | |
| 31 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.57% | — | -65.98% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.54% | -0.04% | -4.87% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.47% | +0.02% | — | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.45% | — | +1.43% | |
| 35 | CAT | Caterpillar INC | 株式-資本財 | 0.34% | — | — | |
| 36 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 0.34% | +0.88% | +47.50% | |
| 37 | PBPUSD | Invesco S&p 500 Buywrite ETF | ETF-大型株・グロース | 0.22% | -0.16% | EXIT | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.20% | — | -8.45% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.20% | — | -3.89% | |
| 40 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.19% | — | — | |
| 41 | BWVTF | Ipath Cboe S&p 500 Buywrite | ETF-大型株・グロース | 0.16% | -0.12% | EXIT | |
| 42 | UYG | Proshares Ultra Financials | ETF-その他 | 0.14% | — | — | |
| 43 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.14% | +0.04% | — |