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 | 9.61% | -0.46% | +0.06% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.57% | -0.62% | +0.55% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 8.37% | -0.29% | +0.76% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 6.26% | -0.11% | -0.23% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 5.24% | -0.01% | +4.59% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.12% | -0.07% | -1.40% | |
| 7 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 4.11% | -0.11% | +2.13% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.01% | -0.10% | +5.86% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.87% | -0.21% | +10.48% | |
| 10 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 3.12% | -0.04% | -5.46% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.00% | -0.02% | +0.85% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.23% | -0.03% | -0.80% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.11% | -0.10% | -2.21% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.98% | -0.03% | +252.93% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.58% | -0.04% | -0.18% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.50% | — | +13.99% | |
| 17 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.49% | -0.03% | -1.17% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.48% | -0.08% | -11.24% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.34% | -0.02% | -2.06% | |
| 20 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.32% | — | +1.28% | |
| 21 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 1.19% | — | -2.68% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.19% | — | +10.64% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 1.09% | +0.01% | -4.91% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.08% | -0.06% | +6.15% | |
| 25 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.04% | -0.10% | +0.22% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.00% | -0.12% | +1.22% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.95% | -0.03% | — | |
| 28 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.93% | -0.05% | -0.70% | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.90% | -0.60% | +17.67% | |
| 30 | LNC | Lincoln National CORP | 株式-金融 | 0.86% | — | +2.51% | |
| 31 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.86% | — | -0.91% | |
| 32 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.81% | — | -8.79% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.79% | — | — | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.64% | — | +0.41% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | +0.02% | -8.15% | |
| 36 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.61% | — | -4.72% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.59% | — | +1.84% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.58% | -0.06% | -2.90% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.51% | — | — | |
| 40 | ✓ | Ishares | 株式-その他 | 0.50% | — | +4.42% | |
| 41 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.47% | — | +4.97% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | — | -2.80% | |
| 43 | SUB | Ishares Short-term National | ETF-その他 | 0.43% | -0.02% | -7.17% | |
| 44 | IGE | Ishares North American Natur | ETF-その他 | 0.42% | — | +3.28% | |
| 45 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.41% | — | +0.54% | |
| 46 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.41% | -0.09% | +23.33% | |
| 47 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.40% | — | +1.80% | |
| 48 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 0.39% | — | -2.03% | |
| 49 | ✓ | iShares S&P AMT-Free Municipal | 株式-その他 | 0.34% | — | +2.39% | |
| 50 | ✓ | Ishares | 株式-その他 | 0.33% | — | — |