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 | 16.19% | +0.34% | +7.05% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.74% | +0.76% | -0.11% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 9.79% | — | -2.53% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 8.43% | +0.45% | +6.27% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 5.34% | -0.15% | -4.95% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.03% | +0.18% | +3.11% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 4.17% | -0.18% | -2.58% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.95% | -0.11% | -2.52% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.84% | -0.04% | -0.86% | |
| 10 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 3.66% | -0.03% | +4.02% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.29% | -0.01% | -1.45% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.17% | +0.02% | -0.47% | |
| 13 | GNR | State Street Spdr S&p Global | ETF-その他 | 3.16% | -0.38% | +3.76% | |
| 14 | IFGL | Ishares International Develo | ETF-その他 | 2.85% | — | +3.20% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.82% | +0.01% | -4.54% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.37% | +0.25% | +3.27% | |
| 17 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 2.27% | — | -0.49% | |
| 18 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 1.99% | — | -0.74% | |
| 19 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.98% | +0.02% | -5.33% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.49% | +0.01% | +8.52% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.93% | +0.01% | -5.61% | |
| 22 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.35% | — | +0.93% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.26% | -0.07% | -1.90% | |
| 24 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.20% | -0.18% | EXIT | |
| 25 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.20% | — | +2.60% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.18% | — | +1.49% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.18% | — | — | |
| 28 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.18% | — | — |