CIK: 0001568219
申告総資産額
$2.8億
| # | 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.96% | -8.90% | EXIT | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 8.01% | — | -15.20% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 7.29% | — | -14.03% | |
| 4 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 6.94% | — | -16.46% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.85% | -0.29% | -11.66% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.06% | — | -14.19% | |
| 7 | GUNR | Flexshares Global Upstream N | ETF-その他 | 3.41% | — | -16.53% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.39% | -0.33% | -10.27% | |
| 9 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 3.22% | — | +1.31% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.15% | — | -10.45% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.11% | — | -14.77% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.96% | +1.33% | -14.88% | |
| 13 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 2.77% | — | -5.85% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.53% | +0.97% | +5.73% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.48% | — | +1.85% | |
| 16 | RWX | State Street Spdr Dow Jones | ETF-その他 | 2.48% | — | -13.83% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.39% | — | -15.31% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.19% | — | +0.43% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.10% | +0.16% | +10.39% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.95% | -0.01% | +4.92% | |
| 21 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.94% | — | -18.07% | |
| 22 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.93% | — | -16.00% | |
| 23 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 1.92% | — | -15.57% | |
| 24 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.66% | — | +1.76% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.47% | — | -16.38% | |
| 26 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.15% | — | +0.37% | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.14% | — | +1.69% | |
| 28 | ✓ | Powershares | 株式-その他 | 1.13% | — | -14.27% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.75% | +7.73% | -5.69% | |
| 30 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.68% | — | -16.13% | |
| 31 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.56% | -0.28% | +1837.46% | |
| 32 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.52% | — | -13.82% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.44% | — | -10.79% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.42% | -0.29% | -17.35% | |
| 35 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.40% | — | -3.41% | |
| 36 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.40% | — | +8.49% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.31% | — | -28.49% | |
| 38 | ✓ | ETF | 株式-その他 | 0.29% | — | +1105.04% | |
| 39 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.28% | — | -15.18% | |
| 40 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.22% | — | -9.84% | |
| 41 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.13% | — | -4.68% | |
| 42 | XLB | Ss Materials Select Sector | ETF-その他 | 0.01% | — | -9.80% | |
| 43 | DBAUSD | Invesco Db Agriculture Fund | ETF-その他 | 0.01% | — | — | |
| 44 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | — | -0.26% | — | |
| 45 | SSO | Proshares Ultra S&p500 | ETF-その他 | — | +0.11% | — | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-その他 | — | -0.26% | — | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-その他 | — | -0.88% | — | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-その他 | — | -0.17% | — |