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 | 10.55% | -0.46% | -1.21% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.63% | -0.62% | +0.49% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 7.91% | -0.29% | -5.55% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.24% | -0.21% | +1.97% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 6.98% | -0.60% | +6.65% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.84% | -0.10% | -2.53% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.81% | -0.03% | -0.41% | |
| 8 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 4.65% | -0.11% | -1.87% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 3.22% | -0.11% | -1.50% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.14% | -0.01% | -0.48% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.84% | — | +14.09% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.00% | -0.07% | -10.36% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.93% | -0.02% | -1.46% | |
| 14 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.64% | -0.13% | +12.26% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.59% | -0.03% | -1.14% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.56% | -0.06% | +3.43% | |
| 17 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.21% | — | +1.15% | |
| 18 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.20% | -0.03% | -0.06% | |
| 19 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.16% | -0.09% | -0.30% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.14% | -0.04% | -0.90% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.08% | -0.10% | -7.70% | |
| 22 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 1.06% | -0.04% | -4.82% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.95% | -0.08% | +38.63% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.88% | +0.01% | -1.16% | |
| 25 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.85% | -0.10% | +0.64% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.85% | -0.12% | -0.47% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.85% | — | +7.69% | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.84% | -0.02% | +0.12% | |
| 29 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.77% | -0.05% | -2.73% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.63% | -0.03% | -12.36% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.60% | — | +4.09% | |
| 32 | IBMHEUR | Ishares Ibonds Sep 2019 Term | ETF-その他 | 0.56% | — | — | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.54% | — | -11.22% | |
| 34 | ✓ | Ishares Ibonds Sep 2020 Amt | 株式-その他 | 0.54% | — | — | |
| 35 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.52% | -0.06% | -3.35% | |
| 36 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.52% | — | -5.80% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.51% | — | +0.77% | |
| 38 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.49% | — | -0.34% | |
| 39 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.45% | — | +0.01% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.45% | — | -7.88% | |
| 41 | REET | Ishares Global Reit ETF | ETF-その他 | 0.41% | — | +588.24% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.40% | — | -4.43% | |
| 43 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.40% | -0.02% | +170.79% | |
| 44 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.36% | — | — | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.33% | — | -3.68% | |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.32% | — | +33.29% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | +0.02% | -0.59% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.31% | — | -2.83% | |
| 49 | IGE | Ishares North American Natur | ETF-その他 | 0.28% | — | -11.05% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.27% | -0.03% | +15.25% |