CIK: 0001009198
申告総資産額
$2.2億
| # | 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 16.51% | +0.34% | +1.58% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.36% | +0.76% | -0.83% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 11.93% | — | +5.86% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 8.26% | +0.45% | -2.08% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.39% | +0.18% | +4.13% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.02% | -0.04% | +20.64% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.52% | +0.02% | -1.66% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 3.51% | -0.18% | +8.25% | |
| 9 | GNR | State Street Spdr S&p Global | ETF-その他 | 3.49% | -0.38% | -1.56% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.34% | -0.11% | +7.79% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.13% | -0.01% | +5.73% | |
| 12 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 2.88% | -0.03% | +3.34% | |
| 13 | IFGL | Ishares International Develo | ETF-その他 | 2.71% | — | +3.33% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.69% | +0.01% | +6.75% | |
| 15 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 2.68% | — | -0.37% | |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 2.68% | -0.15% | +14.72% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.65% | +0.25% | +5.38% | |
| 18 | IYR | Ishares US Real Estate ETF | ETF-その他 | 2.13% | +0.02% | +2.15% | |
| 19 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 1.79% | — | +14.55% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.65% | +0.01% | +4.85% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.10% | +0.01% | -11.05% | |
| 22 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.43% | — | +0.51% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.24% | -0.07% | +2.33% | |
| 24 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.20% | — | +6.65% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.19% | — | — | |
| 26 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.17% | -0.18% | EXIT | |
| 27 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.17% | — | — | |
| 28 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.17% | — | — |