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 | 9.87% | -0.46% | +0.96% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.68% | -0.62% | +1.35% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 8.35% | -0.29% | +1.29% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.80% | -0.21% | +2.57% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 5.34% | -0.11% | -0.87% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.94% | -0.03% | +8.86% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.82% | -0.01% | -0.23% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.21% | -0.07% | -1.49% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.16% | -0.10% | +3.63% | |
| 10 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 4.10% | -0.11% | +2.22% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.68% | -0.02% | +0.87% | |
| 12 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 2.56% | -0.04% | +0.63% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.41% | -0.60% | +11.15% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.18% | — | +11.35% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.01% | -0.03% | -2.20% | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.60% | -0.10% | -2.45% | |
| 17 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.55% | — | +4.34% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.40% | -0.04% | -0.99% | |
| 19 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.33% | -0.03% | -2.57% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.32% | — | +1.05% | |
| 21 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 1.20% | — | — | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.18% | -0.06% | +5.45% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.11% | -0.02% | -3.66% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.09% | -0.08% | -1.99% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 0.98% | +0.01% | -1.52% | |
| 26 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.96% | -0.10% | -1.55% | |
| 27 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.92% | -0.09% | +2.04% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.91% | -0.03% | -1.46% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.82% | -0.12% | -2.45% | |
| 30 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.81% | -0.05% | +2.19% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.74% | — | -3.01% | |
| 32 | LNC | Lincoln National CORP | 株式-金融 | 0.59% | — | -29.75% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.58% | — | -0.83% | |
| 34 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.56% | -0.06% | -2.18% | |
| 35 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.55% | — | -0.78% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.50% | — | -0.80% | |
| 37 | ✓ | Ishares | 株式-その他 | 0.50% | — | +100.03% | |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.50% | — | +102.27% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.47% | — | +12.42% | |
| 40 | ✓ | iShares S&P AMT-Free Municipal | 株式-その他 | 0.44% | — | +1.54% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.43% | — | -2.86% | |
| 42 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.38% | — | +2.51% | |
| 43 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.36% | — | -0.91% | |
| 44 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.34% | — | — | |
| 45 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.33% | — | -5.83% | |
| 46 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.33% | — | -4.93% | |
| 47 | ✓ | Ishares | 株式-その他 | 0.33% | — | — | |
| 48 | IGE | Ishares North American Natur | ETF-その他 | 0.31% | — | +4.54% | |
| 49 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 0.30% | — | -0.56% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.27% | — | — |