CIK: 0001616454
申告総資産額
$51.5億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 32.70% | — | +17.06% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 20.25% | — | +20.19% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 13.92% | — | +29.53% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.26% | — | +23.19% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.09% | — | +56.32% | |
| 6 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 4.04% | — | +17.40% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.75% | — | +12.07% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.33% | — | +10.82% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.08% | — | +13.67% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.92% | — | — | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.84% | — | +33.40% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.54% | — | +40.04% | |
| 13 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 1.07% | — | -19.37% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.43% | — | +71.19% | |
| 15 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.42% | — | -20.60% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.21% | — | +33.43% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.14% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +1.3% | +56.32% | 増加 |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +1% | +29.53% | 増加 |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.2% | +23.19% | 増加 |
| 4 | VNQ | Vanguard Real Estate ETF | +0.1% | +40.04% | 増加 |
| 5 | BSV | Vanguard Short-term Bond ETF | +0.1% | +71.19% | 増加 |
| 6 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +33.40% | 増加 |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +33.43% | 増加 |
| 8 | VNQI | Vanguard Glbl Ex-us Real Est | -0.3% | -20.60% | 減少 |
| 9 | JNK | Ss Spdr Bb High Yield Bond | -0.4% | +17.40% | 増加 |
| 10 | BNDX | Vanguard Total Intl Bond ETF | -0.4% | +13.67% | 増加 |
| 11 | IVV | Ishares Core S&p 500 ETF | -0.5% | +17.06% | 増加 |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | -0.6% | +10.82% | 増加 |
| 13 | DBC | Invesco Db Commodity Index T | -0.6% | -19.37% | 減少 |
| 14 | SCHP | Schwab U.s. Tips ETF | -0.6% | +12.07% | 増加 |
| 15 | AGG | Ishares Core U.s. Aggregate | -1.7% | +20.19% | 増加 |
| 16 | SCHO | Schwab Short-term US Treas | — | NEW | 新規購入 |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | 新規購入 |