CIK: 0001350660
申告総資産額
$13.8億
| # | 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 | 9.65% | -0.46% | -1.17% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.52% | -0.62% | +0.39% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 8.41% | -0.29% | +0.61% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 6.56% | -0.11% | -2.30% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.47% | -0.07% | -2.52% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 5.15% | -0.01% | +3.27% | |
| 7 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 4.16% | -0.11% | -0.27% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.79% | -0.10% | +8.47% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.66% | -0.21% | +19.62% | |
| 10 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 3.31% | -0.04% | -2.09% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.05% | -0.02% | +6.00% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.25% | -0.10% | +0.31% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.24% | -0.03% | -2.90% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.75% | -0.08% | -10.45% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.58% | -0.04% | -3.20% | |
| 16 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.52% | -0.03% | -0.73% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.43% | -0.02% | +0.03% | |
| 18 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.37% | — | +4.08% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.37% | — | +34.16% | |
| 20 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 1.26% | — | +0.53% | |
| 21 | VTV | Vanguard Value ETF | ETF-その他 | 1.16% | +0.01% | -0.10% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.13% | — | +14.68% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.05% | -0.06% | +12.07% | |
| 24 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.04% | -0.10% | -1.10% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.99% | -0.12% | +5.12% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.95% | -0.03% | -0.89% | |
| 27 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.95% | -0.05% | +9.16% | |
| 28 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.93% | — | +2.83% | |
| 29 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.87% | — | +2.92% | |
| 30 | LNC | Lincoln National CORP | 株式-金融 | 0.82% | — | -10.87% | |
| 31 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.80% | -0.60% | +40.17% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.79% | — | -0.20% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.68% | +0.02% | -0.22% | |
| 34 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.65% | — | +6.27% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.64% | — | -1.26% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.60% | -0.06% | -9.46% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.58% | -0.03% | — | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.58% | — | +5.23% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.52% | — | -1.65% | |
| 40 | ✓ | Ishares | 株式-その他 | 0.51% | — | +13.54% | |
| 41 | SUB | Ishares Short-term National | ETF-その他 | 0.49% | -0.02% | -18.64% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.48% | — | -3.11% | |
| 43 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.47% | — | +35.06% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.42% | — | +1.62% | |
| 45 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 0.41% | — | +1.44% | |
| 46 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.41% | — | +1.21% | |
| 47 | IGE | Ishares North American Natur | ETF-その他 | 0.40% | — | +1.46% | |
| 48 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.35% | -0.09% | — | |
| 49 | ✓ | iShares S&P AMT-Free Municipal | 株式-その他 | 0.34% | — | — | |
| 50 | ✓ | Ishares | 株式-その他 | 0.34% | — | — |