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 | 29.32% | — | +11.17% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 17.98% | — | +18.41% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 14.62% | — | +13.01% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-その他 | 7.19% | — | +19.39% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 7.08% | — | +11.13% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.07% | — | +12.61% | |
| 7 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 3.52% | — | +17.50% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.85% | — | +17.37% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.32% | — | +24.70% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.07% | — | +15.94% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.81% | — | +15.93% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.71% | — | +21.06% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.36% | — | +18.49% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.68% | — | +21.33% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.22% | — | +25.73% | |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.21% | — | +25.76% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.4% | +11.17% | 増加 |
| 2 | BSV | Vanguard Short-term Bond ETF | +0.1% | +24.70% | 増加 |
| 3 | JNK | Ss Spdr Bb High Yield Bond | +0.1% | +17.50% | 増加 |
| 4 | IEMG | Ishares Core Msci Emerging | +0.1% | +11.13% | 増加 |
| 5 | SCHP | Schwab U.s. Tips ETF | 0% | +17.37% | 増加 |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +25.73% | 増加 |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +21.06% | 増加 |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +21.33% | 増加 |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +25.76% | 増加 |
| 10 | BNDX | Vanguard Total Intl Bond ETF | 0% | +18.49% | 増加 |
| 11 | VNQ | Vanguard Real Estate ETF | 0% | +15.93% | 増加 |
| 12 | SCHO | Schwab Short-term US Treas | 0% | +19.39% | 増加 |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | 0% | +15.94% | 増加 |
| 14 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +13.01% | 増加 |
| 15 | IJR | Ishares Core S&p Small-cap E | -0.2% | +12.61% | 増加 |
| 16 | AGG | Ishares Core U.s. Aggregate | -0.2% | +18.41% | 増加 |
| 17 | PDBC | Invesco Optimum Yield Divers | — | EXIT | 全売却 |