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 | 28.96% | — | +8.35% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 18.17% | — | +23.16% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 14.69% | — | +6.71% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.24% | — | +8.03% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-その他 | 7.23% | — | +27.98% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 7.03% | — | +11.92% | |
| 7 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 3.46% | — | +17.21% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.83% | — | +18.74% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.23% | — | +27.13% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.11% | — | +17.39% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.84% | — | +13.12% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.70% | — | +26.51% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.37% | — | +23.69% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.67% | — | +25.63% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.20% | — | +24.62% | |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.20% | — | +24.20% | |
| 17 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.08% | — | — |
| # | 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 | +0.4% | +11.92% | 増加 |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.2% | +8.03% | 増加 |
| 3 | SCHO | Schwab Short-term US Treas | +0.1% | +27.98% | 増加 |
| 4 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +17.39% | 増加 |
| 5 | BSV | Vanguard Short-term Bond ETF | 0% | +27.13% | 増加 |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +24.20% | 増加 |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | — | +26.51% | 増加 |
| 8 | BNDX | Vanguard Total Intl Bond ETF | — | +23.69% | 増加 |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | — | +24.62% | 増加 |
| 10 | IVV | Ishares Core S&p 500 ETF | 0% | +8.35% | 増加 |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +25.63% | 増加 |
| 12 | SCHP | Schwab U.s. Tips ETF | -0.1% | +18.74% | 増加 |
| 13 | VNQ | Vanguard Real Estate ETF | -0.1% | +13.12% | 増加 |
| 14 | AGG | Ishares Core U.s. Aggregate | -0.1% | +23.16% | 増加 |
| 15 | JNK | Ss Spdr Bb High Yield Bond | -0.1% | +17.21% | 増加 |
| 16 | IEFA | Ishares Core Msci Eafe ETF | -0.5% | +6.71% | 増加 |
| 17 | PDBC | Invesco Optimum Yield Divers | — | NEW | 新規購入 |