CIK: 0001608062
申告総資産額
$6.0億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 48.46% | +1.08% | -0.86% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 21.82% | -0.57% | +0.03% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 5.66% | -0.07% | +0.72% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 4.93% | +0.13% | -4.16% | |
| 5 | GNR | State Street Spdr S&p Global | ETF-その他 | 4.57% | -0.14% | -3.37% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.06% | -0.04% | -0.40% | |
| 7 | USCI | United States Commodity Inde | ETF-コモディティ | 3.12% | -0.20% | -2.53% | |
| 8 | VDE | Vanguard Energy ETF | ETF-その他 | 2.45% | -0.11% | -0.08% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.59% | -0.02% | +6.72% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.50% | +0.01% | -5.19% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.28% | — | -4.53% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.27% | — | -1.13% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.24% | +0.02% | -2.05% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.22% | -0.01% | -13.25% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.19% | -0.01% | — | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.19% | -0.01% | — | |
| 17 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.15% | -0.01% | +3.58% | |
| 18 | BND | Vanguard Total Bond Market | ETF-その他 | 0.15% | — | +3.65% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.14% | — | — | |
| 20 | ✓ | Williams Partners LP | 株式-その他 | 0.14% | -0.16% | EXIT | |
| 21 | EQMUSD | Eqm Midstream Partners LP | 株式-その他 | 0.14% | — | +4.22% | |
| 22 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 0.14% | -0.01% | +20.41% | |
| 23 | ANDX | Andeavor Logistics LP | 株式-その他 | 0.13% | +0.01% | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.13% | -0.14% | EXIT | |
| 25 | MPLX | Mplx LP | 株式-エネルギー | 0.13% | -0.01% | -8.66% | |
| 26 | WEP | Magellan Midstream Partners | 株式-その他 | 0.13% | -0.02% | +7.66% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.13% | -0.01% | — | |
| 28 | ET | Energy Transfer LP | 株式-エネルギー | 0.13% | +0.01% | +30.86% | |
| 29 | WES | Western Midstream Partners, LP | 株式-エネルギー | 0.12% | -0.02% | +8.85% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.12% | — | — | |
| 31 | BPLUSD | Buckeye Partners LP | 株式-その他 | 0.12% | -0.01% | +42.02% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.11% | +0.01% | — | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.08% | — | -30.00% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.07% | +0.01% | — | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.07% | — | — | |
| 36 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.06% | — | — | |
| 37 | IYF | Ishares US Financials ETF | ETF-その他 | 0.05% | — | -7.16% |