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 | 19.05% | +0.34% | -1.02% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 15.70% | +0.76% | -1.79% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 8.82% | +0.45% | -0.50% | |
| 4 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 7.19% | -0.09% | -3.39% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-その他 | 6.78% | -0.11% | -3.23% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 6.48% | -0.04% | -2.71% | |
| 7 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 5.42% | -0.03% | -4.73% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.34% | +0.18% | -2.13% | |
| 9 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.86% | -0.15% | -16.54% | |
| 10 | GNR | State Street Spdr S&p Global | ETF-その他 | 3.42% | -0.38% | -3.49% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.24% | -0.01% | -2.74% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.97% | +0.01% | +4.47% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.72% | +0.25% | -3.63% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.38% | -0.30% | +63.35% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.94% | +0.02% | -1.22% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.40% | +0.01% | -2.79% | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.77% | -0.18% | +6.44% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.70% | +0.01% | +3.81% | |
| 19 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.66% | +0.02% | +2.10% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 0.31% | -0.07% | +0.41% | |
| 21 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.31% | -0.07% | — | |
| 22 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.22% | -0.18% | EXIT | |
| 23 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.16% | — | — | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.15% | -0.14% | EXIT |