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 | 10.15% | -0.46% | +0.99% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.71% | -0.62% | +1.52% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 8.47% | -0.29% | +0.55% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.75% | -0.21% | +22.97% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 6.11% | -0.60% | +4.71% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.07% | -0.03% | +1.67% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.73% | -0.10% | +8.21% | |
| 8 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 4.56% | -0.11% | +1.45% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.60% | -0.01% | -1.51% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 3.59% | -0.11% | -0.28% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.91% | -0.07% | -6.91% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.43% | — | +1.82% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.22% | -0.02% | -2.05% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.67% | -0.03% | -0.41% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.50% | -0.06% | +3.66% | |
| 16 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 1.42% | -0.04% | -15.18% | |
| 17 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.34% | -0.09% | +55.27% | |
| 18 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.34% | — | +1.47% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.22% | -0.10% | +2.98% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.20% | -0.04% | -0.39% | |
| 21 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.19% | -0.03% | -0.33% | |
| 22 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.13% | -0.13% | +11.98% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.91% | — | +0.37% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.88% | +0.01% | -0.52% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.87% | -0.02% | -0.21% | |
| 26 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.77% | -0.10% | — | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.75% | -0.08% | +0.42% | |
| 28 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.75% | -0.05% | -0.41% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.72% | -0.03% | +0.16% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.69% | -0.12% | -1.35% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.62% | — | — | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.59% | — | +0.32% | |
| 33 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.55% | — | -1.37% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.50% | — | +4.21% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.50% | -0.06% | -0.81% | |
| 36 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.48% | — | +9.64% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.47% | — | — | |
| 38 | ✓ | iShares S&P AMT-Free Municipal | 株式-その他 | 0.42% | — | +0.00% | |
| 39 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.41% | — | — | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.38% | — | +0.35% | |
| 41 | IBMHEUR | Ishares Ibonds Sep 2019 Term | ETF-その他 | 0.36% | — | +3.67% | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.36% | — | +3.91% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.36% | — | -1.34% | |
| 44 | IGE | Ishares North American Natur | ETF-その他 | 0.31% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.30% | +0.02% | +1.08% | |
| 46 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.30% | — | — | |
| 47 | ✓ | Ishares Ibonds Sep 2020 Amt | 株式-その他 | 0.29% | — | +4.65% | |
| 48 | LNC | Lincoln National CORP | 株式-金融 | 0.28% | — | -4.14% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.27% | -0.11% | -1.12% | |
| 50 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.26% | — | -2.37% |