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 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 35.38% | -0.91% | — | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 32.97% | +3.41% | NEW | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 19.63% | -4.48% | +3.10% | |
| 4 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 4.81% | -0.10% | +82.80% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.98% | -0.12% | -59.18% | |
| 6 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.15% | -0.02% | +13.19% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.99% | -0.11% | -62.87% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.82% | +0.03% | -1.04% | |
| 9 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 0.62% | — | -2.74% | |
| 10 | ✓ | 株式-その他 | 0.46% | — | -8.07% | ||
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.19% | — | -20.38% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IGIB | Ishares 5-10y Inv Grade CORP | +35.4% | NEW | 新規購入 |
| 2 | ACWV | Ishares Msci Global Min Vol | +1% | +82.80% | 増加 |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | -20.38% | 減少 |
| 4 | ✓ | -0.3% | -8.07% | 減少 | |
| 5 | BSCK | Invesco Bulletshares 2020 Co | -0.3% | -2.74% | 減少 |
| 6 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.4% | +13.19% | 増加 |
| 7 | AGG | Ishares Core U.s. Aggregate | -0.4% | -1.04% | 減少 |
| 8 | USMV | Ishares Msci USA Min Vol Fac | -2.9% | -62.87% | 減少 |
| 9 | IJH | Ishares Core S&p Midcap ETF | -3.4% | +37.14% | 増加 |
| 10 | GVI | Ishares Intermediate Governm | -5.7% | EXIT | 全売却 |
| 11 | VTI | Vanguard Total Stock Mkt ETF | -5.7% | EXIT | 全売却 |
| 12 | QUAL | Ishares Msci USA Quality Fac | -7.9% | -59.18% | 減少 |
| 13 | IJR | Ishares Core S&p Small-cap E | -9.2% | +3.10% | 増加 |