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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.57% | -0.62% | +4.79% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 9.45% | -0.46% | +3.35% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 7.11% | -0.29% | +2.18% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.04% | -0.21% | -1.92% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 6.74% | -0.60% | +4.58% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.62% | -0.10% | -2.80% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.61% | -0.03% | -1.42% | |
| 8 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.80% | -0.11% | +0.41% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 3.16% | -0.11% | -1.60% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.77% | -0.01% | -6.80% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.73% | — | -1.20% | |
| 12 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 2.61% | -0.02% | +43.93% | |
| 13 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.93% | -0.13% | +11.09% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.73% | -0.07% | -1.45% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.56% | -0.06% | +2.45% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.50% | -0.02% | -9.46% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.43% | -0.03% | -0.45% | |
| 18 | INTF | Ishares International Equity | ETF-その他 | 1.38% | +0.01% | +49.63% | |
| 19 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.26% | -0.09% | -3.04% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.13% | -0.10% | +0.29% | |
| 21 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.05% | -0.03% | -3.85% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.94% | -0.04% | -2.98% | |
| 23 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.93% | -0.04% | -4.45% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.90% | -0.08% | -0.46% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.88% | -0.12% | +0.60% | |
| 26 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.85% | — | -0.85% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.83% | -0.03% | +48.77% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.82% | — | -1.83% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.79% | — | +5.40% | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.79% | -0.02% | -2.22% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.76% | +0.01% | -1.49% | |
| 32 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.76% | -0.10% | -0.03% | |
| 33 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.68% | -0.05% | -7.89% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.57% | -0.11% | +27.15% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.57% | -0.03% | -0.34% | |
| 36 | SUB | Ishares Short-term National | ETF-その他 | 0.54% | -0.02% | — | |
| 37 | IBMHEUR | Ishares Ibonds Sep 2019 Term | ETF-その他 | 0.54% | — | +7.44% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.47% | — | -3.65% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.46% | -0.06% | -0.83% | |
| 40 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.46% | — | -0.04% | |
| 41 | ✓ | Ishares Ibonds Sep 2020 Amt | 株式-その他 | 0.45% | — | +9.01% | |
| 42 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.44% | — | -6.16% | |
| 43 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 0.42% | — | +40.17% | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.41% | — | -67.47% | |
| 45 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 0.40% | — | +36.11% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.40% | — | — | |
| 47 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.40% | — | -3.85% | |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.39% | — | +4.38% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.38% | — | -2.19% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.36% | — | -1.10% |