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 | 18.75% | +0.34% | +1.87% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 15.85% | +0.76% | +3.78% | |
| 3 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 10.55% | -0.09% | +1.96% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 8.47% | +0.45% | -2.41% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 6.51% | -0.04% | +0.85% | |
| 6 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 5.71% | -0.15% | -2.07% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.56% | +0.18% | -4.38% | |
| 8 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 5.19% | -0.03% | +6.49% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.55% | -0.11% | +7.09% | |
| 10 | GNR | State Street Spdr S&p Global | ETF-その他 | 3.41% | -0.38% | -2.93% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.95% | -0.01% | +2.79% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.80% | +0.25% | -11.00% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.72% | +0.01% | +10.28% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.36% | +0.02% | -1.04% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.44% | +0.01% | -12.97% | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.19% | +0.02% | +6.47% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.79% | +0.01% | +0.43% | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.68% | -0.18% | +9.43% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 0.27% | -0.07% | +0.03% | |
| 20 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.19% | -0.18% | EXIT | |
| 21 | IEO | Ishares U.s. Oil & Gas Explo | ETF-その他 | 0.18% | — | +0.53% | |
| 22 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.17% | — | +0.31% | |
| 23 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.16% | — | +10.83% | |
| 24 | POWR | Ishares US Power Infrastruct | ETF-その他 | 0.15% | — | — | |
| 25 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.14% | — | — | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.14% | — | -2.38% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.13% | +0.03% | -2.28% |