CIK: 0001696497
申告総資産額
$5.6億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.92% | +5.14% | +3.18% | |
| 2 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 12.11% | +0.52% | +0.30% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 9.79% | — | +31.00% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 8.58% | +0.16% | -13.60% | |
| 5 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 5.48% | — | +3.01% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.40% | +0.55% | +47.36% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.35% | — | +19.25% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 4.01% | — | +2.58% | |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 3.64% | -0.50% | +5.67% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.07% | +0.79% | +2.03% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.99% | — | -27.78% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.65% | — | +3.24% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.52% | — | -4.00% | |
| 14 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 2.00% | — | -0.73% | |
| 15 | ✓ | Powershares | 株式-その他 | 1.60% | — | +1.68% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.51% | — | +10.57% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.44% | — | -34.81% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.43% | — | -0.32% | |
| 19 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 1.37% | — | -0.40% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.34% | — | +0.63% | |
| 21 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 1.30% | — | +11.86% | |
| 22 | IGF | Ishares Global Infrastructur | ETF-その他 | 1.25% | — | +3.45% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.22% | +0.63% | -32.49% | |
| 24 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 1.10% | — | +3.76% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.99% | — | +1.35% | |
| 26 | PFIS | Peoples Financial Services | 株式-その他 | 0.93% | — | -2.44% | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.84% | — | — | |
| 28 | EUFN | Ishares Msci Europe Financia | ETF-その他 | 0.83% | — | -4.97% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.42% | — | -0.16% | |
| 30 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.35% | — | +2.86% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.32% | — | -2.71% | |
| 32 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.30% | — | +0.57% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.24% | — | -4.66% | |
| 34 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.22% | — | +1.27% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.17% | — | +1.00% | |
| 36 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.16% | — | +0.66% | |
| 37 | AAPL | Apple INC | 株式-IT | 0.16% | — | +0.38% |