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 | 10.18% | -0.46% | +1.14% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 8.66% | -0.29% | +1.20% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.64% | -0.62% | -0.08% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.53% | -0.21% | +11.86% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 5.55% | -0.60% | +5.55% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.46% | -0.03% | +2.90% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.56% | -0.10% | +8.15% | |
| 8 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 4.39% | -0.11% | +0.22% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 3.97% | -0.11% | -1.44% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.67% | -0.01% | -0.65% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.18% | -0.07% | -1.83% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.53% | — | +6.42% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.24% | -0.02% | +0.98% | |
| 14 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 1.96% | -0.04% | -8.19% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.74% | -0.03% | -1.32% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.58% | -0.06% | +6.98% | |
| 17 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.37% | — | +7.13% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.28% | -0.10% | +5.01% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.26% | -0.04% | -1.23% | |
| 20 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.24% | -0.03% | -0.12% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.02% | — | +3.03% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.98% | -0.02% | -0.16% | |
| 23 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.95% | -0.09% | +12.87% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.92% | +0.01% | -1.79% | |
| 25 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.90% | -0.13% | +32.46% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.82% | -0.08% | +4.12% | |
| 27 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.79% | -0.10% | +0.20% | |
| 28 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.78% | -0.05% | — | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.75% | -0.03% | -10.32% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.73% | -0.12% | -2.12% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.64% | — | -1.24% | |
| 32 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.62% | — | +0.17% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.55% | — | -1.25% | |
| 34 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.52% | -0.06% | -0.98% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.48% | — | -2.34% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.47% | — | +124.35% | |
| 37 | ✓ | iShares S&P AMT-Free Municipal | 株式-その他 | 0.46% | — | +1.07% | |
| 38 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.45% | — | -0.04% | |
| 39 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.43% | — | +0.58% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.40% | — | -0.45% | |
| 41 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.39% | — | +0.02% | |
| 42 | IBMHEUR | Ishares Ibonds Sep 2019 Term | ETF-その他 | 0.39% | — | — | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.35% | — | -6.02% | |
| 44 | IGE | Ishares North American Natur | ETF-その他 | 0.35% | — | -7.48% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.33% | — | +2.87% | |
| 46 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.32% | — | — | |
| 47 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.32% | — | -1.00% | |
| 48 | ✓ | Ishares Ibonds Sep 2020 Amt | 株式-その他 | 0.30% | — | — | |
| 49 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.30% | -0.11% | +8.50% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.28% | +0.02% | +1.77% |