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 | 39.00% | — | +0.67% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 23.88% | — | -1.44% | |
| 3 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 14.82% | — | +0.80% | |
| 4 | RWO | State Street Spdr Dow Jones | ETF-その他 | 5.21% | — | -3.92% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.94% | — | -1.59% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.34% | — | +0.00% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.29% | — | +0.83% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.12% | — | -1.23% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.22% | — | -0.72% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.21% | — | -0.35% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.01% | — | -0.60% | |
| 12 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.74% | — | -44.56% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.52% | — | -5.04% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.49% | — | +0.09% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.44% | — | — | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.43% | — | -0.15% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.34% | — | +6.52% | |
| 18 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.30% | — | — | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.20% | — | +0.28% | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.19% | — | +23.54% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.19% | — | — | |
| 22 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.12% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | +1.3% | +0.67% | 増加 |
| 2 | IWO | Ishares Russell 2000 Growth | +0.4% | +0.80% | 増加 |
| 3 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.00% | 増加 |
| 4 | VIG | Vanguard Dividend Apprec ETF | +0.1% | -0.60% | 減少 |
| 5 | ACWI | Ishares Msci Acwi ETF | 0% | +23.54% | 増加 |
| 6 | IVV | Ishares Core S&p 500 ETF | 0% | +6.52% | 増加 |
| 7 | IWM | Ishares Russell 2000 ETF | 0% | +0.83% | 増加 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | 変化なし |
| 9 | IWD | Ishares Russell 1000 Value E | — | +0.09% | 増加 |
| 10 | IWR | Ishares Russell Mid-cap ETF | — | +0.28% | 増加 |
| 11 | EFG | Ishares Msci Eafe Growth ETF | 0% | -0.15% | 減少 |
| 12 | GLD | Spdr Gold Shares | 0% | — | 変化なし |
| 13 | IWS | Ishares Russell Mid-cap Valu | 0% | -0.35% | 減少 |
| 14 | IWV | Ishares Russell 3000 ETF | 0% | -5.04% | 減少 |
| 15 | EFA | Ishares Msci Eafe ETF | 0% | -0.72% | 減少 |
| 16 | VNQ | Vanguard Real Estate ETF | -0.1% | -1.23% | 減少 |
| 17 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -1.59% | 減少 |
| 18 | RWO | State Street Spdr Dow Jones | -0.5% | -3.92% | 減少 |
| 19 | GWX | State Street Spdr S&p Intern | -0.6% | -44.56% | 減少 |
| 20 | EFV | Ishares Msci Eafe Value ETF | -0.9% | -1.44% | 減少 |
| 21 | AMLPUSD | Alerian Mlp ETF | — | NEW | 新規購入 |
| 22 | SCZ | Ishares Msci Eafe Small-cap | — | NEW | 新規購入 |