CIK: 0001454138
申告総資産額
$21.2億
| # | 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 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 27.28% | -0.09% | +2.14% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 13.87% | +0.47% | +1.11% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 13.18% | -1.80% | +2.11% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.29% | +0.01% | +0.07% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 10.17% | +0.39% | +0.13% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 8.27% | +0.39% | +0.62% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 6.25% | +0.09% | +0.58% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 4.27% | +0.02% | -0.11% | |
| 9 | GMF | State Street Spdr S&p Emergi | ETF-その他 | 4.16% | +0.06% | +0.89% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.26% | +0.02% | +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 | EFA | Ishares Msci Eafe ETF | +13.2% | +2.14% | 増加 |
| 2 | IWD | Ishares Russell 1000 Value E | +6.8% | +1.11% | 増加 |
| 3 | IEMG | Ishares Core Msci Emerging | +6.1% | +2.11% | 増加 |
| 4 | IWF | Ishares Russell 1000 Growth | +4.9% | +0.13% | 増加 |
| 5 | IWM | Ishares Russell 2000 ETF | +3.9% | +0.62% | 増加 |
| 6 | VGK | Vanguard Ftse Europe ETF | +2.9% | +0.58% | 増加 |
| 7 | IWV | Ishares Russell 3000 ETF | +2.1% | -0.11% | 減少 |
| 8 | GMF | State Street Spdr S&p Emergi | +1.9% | +0.89% | 増加 |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | +1.1% | +0.12% | 増加 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | -42.8% | +0.07% | 増加 |