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 | 10.01% | -0.62% | +2.18% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 9.24% | -0.46% | +1.58% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.43% | -0.21% | +3.33% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 7.27% | -0.29% | +1.26% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 7.02% | -0.60% | +2.05% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.01% | -0.03% | +0.36% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.99% | -0.10% | -0.81% | |
| 8 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 3.61% | -0.02% | +10.48% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.55% | -0.11% | -1.16% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 3.07% | -0.11% | +0.46% | |
| 11 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 2.65% | -0.13% | +11.55% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.50% | -0.01% | +4.98% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.29% | — | -6.60% | |
| 14 | INTF | Ishares International Equity | ETF-その他 | 2.02% | +0.01% | +16.63% | |
| 15 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.60% | -0.09% | +10.46% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.53% | -0.07% | -0.61% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.49% | -0.06% | +1.03% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.40% | -0.03% | +20.59% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.29% | -0.02% | +1.73% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.29% | -0.03% | -0.78% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.25% | -0.10% | +3.14% | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.97% | -0.03% | -1.96% | |
| 23 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.92% | — | +2.72% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.81% | -0.12% | -1.35% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.80% | — | +12.83% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.79% | — | +2.56% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.78% | -0.04% | -2.85% | |
| 28 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.76% | -0.04% | -3.36% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.71% | -0.11% | +5.58% | |
| 30 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 0.70% | — | +18.00% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.69% | +0.01% | -0.61% | |
| 32 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.69% | -0.10% | -1.82% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.69% | -0.02% | +1.34% | |
| 34 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.68% | -0.05% | -1.30% | |
| 35 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.63% | — | +36.41% | |
| 36 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 0.63% | — | +15.82% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.53% | -0.08% | -27.71% | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.48% | -0.03% | -7.71% | |
| 39 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.44% | -0.07% | +13.34% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.44% | -0.06% | -0.95% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.43% | — | -0.99% | |
| 42 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.40% | — | -0.43% | |
| 43 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.39% | — | +4.13% | |
| 44 | ✓ | Ishares Ibonds Sep 2020 Amt | 株式-その他 | 0.39% | — | — | |
| 45 | SUB | Ishares Short-term National | ETF-その他 | 0.38% | -0.02% | +11.00% | |
| 46 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.36% | — | -3.88% | |
| 47 | REET | Ishares Global Reit ETF | ETF-その他 | 0.35% | — | +5.05% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.34% | — | -5.33% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.34% | — | -0.81% | |
| 50 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.34% | — | +1.37% |