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 | 7.88% | -8.90% | EXIT | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 7.36% | — | -7.94% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.62% | — | -12.37% | |
| 4 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 6.60% | — | -12.49% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.31% | -0.29% | -6.97% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.49% | — | -9.19% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.23% | +0.97% | +64.00% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.83% | -0.33% | +2.23% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.64% | +0.16% | +57.08% | |
| 10 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 3.29% | — | -1.72% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.21% | — | +3.01% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.01% | +1.33% | +14.94% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.00% | — | -12.06% | |
| 14 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 2.92% | — | -5.56% | |
| 15 | GUNR | Flexshares Global Upstream N | ETF-その他 | 2.92% | — | -0.84% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.57% | — | +2.69% | |
| 17 | RWX | State Street Spdr Dow Jones | ETF-その他 | 2.37% | — | -6.98% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.26% | — | +2.77% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.19% | — | -10.71% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.17% | -0.01% | +0.63% | |
| 21 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.87% | — | +0.94% | |
| 22 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.86% | — | -13.75% | |
| 23 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.83% | — | -13.22% | |
| 24 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 1.66% | — | -11.09% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.28% | — | -10.08% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.26% | +7.73% | +71.07% | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.18% | — | +6.19% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.17% | — | +0.96% | |
| 29 | ✓ | Powershares | 株式-その他 | 1.05% | — | -11.97% | |
| 30 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.60% | — | +32.46% | |
| 31 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.59% | — | +44.52% | |
| 32 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.58% | — | -10.81% | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.58% | -0.28% | — | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.54% | -0.29% | +15.28% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.49% | — | +42.63% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.45% | — | -6.54% | |
| 37 | ✓ | ETF | 株式-その他 | 0.30% | — | — | |
| 38 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.29% | — | -6.63% | |
| 39 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.21% | — | -5.70% | |
| 40 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.15% | — | -68.99% | |
| 41 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.14% | — | -4.34% | |
| 42 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.02% | — | — | |
| 43 | DBAUSD | Invesco Db Agriculture Fund | ETF-その他 | 0.01% | — | +33.67% | |
| 44 | XLB | Ss Materials Select Sector | ETF-その他 | 0.01% | — | +21.82% | |
| 45 | XLE | Ss Energy Select Sector | ETF-その他 | 0.01% | — | — | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-その他 | — | -0.17% | — | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-その他 | — | -0.88% | — | |
| 48 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | — | -0.26% | — | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-その他 | — | -0.26% | — | |
| 50 | SSO | Proshares Ultra S&p500 | ETF-その他 | — | +0.11% | — |