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 | 12.04% | +0.55% | -2.15% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-その他 | 9.06% | +0.72% | +2.28% | |
| 3 | UBS | UBS Group AG | 株式-金融 | 8.07% | -4.65% | EXIT | |
| 4 | WY | Weyerhaeuser Co | 株式-不動産 | 6.82% | +0.45% | -3.43% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.44% | +0.08% | -13.11% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.24% | +0.65% | -0.52% | |
| 7 | ✓ | 株式-その他 | 5.07% | +0.09% | +0.86% | ||
| 8 | PXF | Invesco Ftse Rafi Developed | ETF-その他 | 5.02% | -4.98% | EXIT | |
| 9 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 3.70% | -3.49% | EXIT | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.50% | +0.34% | +4.05% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.06% | +0.40% | — | |
| 12 | RYN | Rayonier INC | 株式-不動産 | 2.91% | -0.15% | -2.53% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.53% | +0.11% | +3.26% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.53% | +0.13% | -1.14% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.51% | +0.17% | -4.74% | |
| 16 | RWO | State Street Spdr Dow Jones | ETF-その他 | 2.49% | — | -0.10% | |
| 17 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 2.27% | -2.38% | EXIT | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.90% | -1.84% | EXIT | |
| 19 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.86% | +0.27% | +13.22% | |
| 20 | GWX | State Street Spdr S&p Intern | ETF-その他 | 1.52% | +0.04% | -1.56% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.46% | +0.25% | +94.29% | |
| 22 | PCH | Potlatchdeltic CORP | 株式-その他 | 1.24% | +0.33% | -6.19% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 1.20% | +0.01% | -6.63% | |
| 24 | ✓ | UBS AG Jersey Brh | 株式-その他 | 1.15% | — | -6.53% | |
| 25 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.85% | — | -25.68% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.79% | — | -2.76% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | +0.11% | -17.11% | |
| 28 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 0.64% | +0.88% | +15.68% | |
| 29 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.61% | -0.01% | -6.28% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.49% | +0.02% | -0.46% | |
| 31 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.47% | +0.05% | -3.71% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.45% | -0.04% | -6.55% | |
| 33 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.36% | — | — | |
| 34 | ✓ | Powershares Global ETF Trust E | ETF-その他 | 0.28% | -0.26% | EXIT | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.26% | — | -0.12% | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.24% | — | -7.42% | |
| 37 | UYG | Proshares Ultra Financials | ETF-その他 | 0.21% | — | — | |
| 38 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.21% | — | — | |
| 39 | PBPUSD | Invesco S&p 500 Buywrite ETF | ETF-大型株・グロース | 0.20% | -0.16% | EXIT | |
| 40 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.18% | — | — | |
| 41 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.18% | +0.04% | — | |
| 42 | BWVTF | Ipath Cboe S&p 500 Buywrite | ETF-大型株・グロース | 0.16% | -0.12% | EXIT | |
| 43 | ✓ | Montage Managers Tr | 株式-その他 | 0.14% | -4.28% | EXIT |