CIK: 0001715304
申告総資産額
$53.6億
| # | 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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 39.15% | +3.41% | NEW | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 32.68% | -4.48% | +1.03% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 13.46% | -0.12% | -60.11% | |
| 4 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 4.54% | -0.10% | +1.20% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.50% | -0.11% | -7.97% | |
| 6 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.88% | -0.02% | -1.07% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.38% | +0.03% | +10.18% | |
| 8 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 1.10% | — | +23.29% | |
| 9 | ✓ | 株式-その他 | 0.92% | — | +2.37% | ||
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.39% | — | -8.93% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +39.2% | NEW | 新規購入 |
| 2 | BSCK | Invesco Bulletshares 2020 Co | +0.1% | +23.29% | 増加 |
| 3 | AGG | Ishares Core U.s. Aggregate | -0.1% | +10.18% | 増加 |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | -8.93% | 減少 |
| 5 | ✓ | -0.1% | +2.37% | 増加 | |
| 6 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.2% | -1.07% | 減少 |
| 7 | ACWV | Ishares Msci Global Min Vol | -0.3% | +1.20% | 増加 |
| 8 | USMV | Ishares Msci USA Min Vol Fac | -0.7% | -7.97% | 減少 |
| 9 | IJR | Ishares Core S&p Small-cap E | -1.7% | +1.03% | 増加 |
| 10 | GVI | Ishares Intermediate Governm | -7% | EXIT | 全売却 |
| 11 | VTI | Vanguard Total Stock Mkt ETF | -8.1% | EXIT | 全売却 |
| 12 | QUAL | Ishares Msci USA Quality Fac | -21.1% | -60.11% | 減少 |