CIK: 0001642351
申告総資産額
$5.3億
| # | 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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 40.29% | — | +3.06% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 24.28% | — | — | |
| 3 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 10.21% | — | +365.88% | |
| 4 | RWO | State Street Spdr Dow Jones | ETF-その他 | 5.88% | — | +2.51% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.70% | — | +14.71% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.08% | — | +34.58% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.47% | — | +7.27% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.15% | — | -10.13% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.83% | — | -30.71% | |
| 10 | GWX | State Street Spdr S&p Intern | ETF-その他 | 1.46% | — | +6.38% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.08% | — | +14.37% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.72% | — | — | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.59% | — | +7.06% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.51% | — | +15.07% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.51% | — | +11.72% | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.39% | — | +10.82% | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.29% | — | — | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.24% | — | +0.04% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.23% | — | +0.19% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.09% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWO | Ishares Russell 2000 Growth | +6.8% | +365.88% | 増加 |
| 2 | IWR | Ishares Russell Mid-cap ETF | -0.1% | +0.19% | 増加 |
| 3 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.04% | 増加 |
| 4 | EFG | Ishares Msci Eafe Growth ETF | -0.1% | +10.82% | 増加 |
| 5 | ACWI | Ishares Msci Acwi ETF | -0.1% | — | 変化なし |
| 6 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +15.07% | 増加 |
| 7 | IWD | Ishares Russell 1000 Value E | -0.2% | +11.72% | 増加 |
| 8 | IWV | Ishares Russell 3000 ETF | -0.3% | +7.06% | 増加 |
| 9 | EFA | Ishares Msci Eafe ETF | -0.4% | +14.37% | 増加 |
| 10 | IWM | Ishares Russell 2000 ETF | -0.6% | +34.58% | 増加 |
| 11 | GWX | State Street Spdr S&p Intern | -0.6% | +6.38% | 増加 |
| 12 | VWO | Vanguard Ftse Emerging Marke | -1% | +14.71% | 増加 |
| 13 | VNQ | Vanguard Real Estate ETF | -1.3% | +7.27% | 増加 |
| 14 | IWF | Ishares Russell 1000 Growth | -1.4% | -10.13% | 減少 |
| 15 | IWS | Ishares Russell Mid-cap Valu | -2.3% | -30.71% | 減少 |
| 16 | RWO | State Street Spdr Dow Jones | -3.4% | +2.51% | 増加 |
| 17 | IWB | Ishares Russell 1000 ETF | -19.8% | +3.06% | 増加 |
| 18 | EFV | Ishares Msci Eafe Value ETF | — | NEW | 新規購入 |
| 19 | GLD | Spdr Gold Shares | — | NEW | 新規購入 |
| 20 | SCHP | Schwab U.s. Tips ETF | — | NEW | 新規購入 |