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 | 7.58% | -8.90% | EXIT | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.06% | -0.17% | +16.93% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 6.97% | — | -1.93% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.23% | — | -3.17% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.88% | +1.33% | +4.17% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.73% | -0.88% | +17.37% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.46% | +0.97% | +1.75% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.12% | — | -3.03% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.83% | -0.29% | -4.44% | |
| 10 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 4.71% | -0.26% | +17.97% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.89% | -0.26% | +16.89% | |
| 12 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 3.82% | — | +1.17% | |
| 13 | GUNR | Flexshares Global Upstream N | ETF-その他 | 2.94% | — | -3.27% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.71% | +0.16% | +1.75% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.68% | — | -2.64% | |
| 16 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.51% | — | -0.08% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.27% | +7.73% | +1.78% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.97% | — | -3.58% | |
| 19 | ✓ | Powershares | 株式-その他 | 1.94% | — | +99.91% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.85% | -0.33% | +8.71% | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.68% | — | +0.13% | |
| 22 | RWX | State Street Spdr Dow Jones | ETF-その他 | 1.63% | — | +1.02% | |
| 23 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 1.57% | — | — | |
| 24 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 1.35% | — | -3.65% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.19% | — | -2.49% | |
| 26 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.00% | — | — | |
| 27 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.92% | -0.28% | -26.32% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.80% | — | +2.23% | |
| 29 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.57% | +0.11% | +19.96% | |
| 30 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.57% | — | -3.99% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.55% | -0.29% | -0.27% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.48% | — | +1.89% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.28% | — | +3.11% | |
| 34 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.27% | — | +1.90% | |
| 35 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.26% | — | +1.78% | |
| 36 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.22% | — | +0.97% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.17% | — | +4.09% | |
| 38 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.12% | — | -4.64% | |
| 39 | ✓ | Powershs Db Multi Sect Comm | 株式-その他 | 0.10% | — | — | |
| 40 | XLB | Ss Materials Select Sector | ETF-その他 | 0.04% | — | — | |
| 41 | ✓ | ETF | 株式-その他 | 0.04% | — | — | |
| 42 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.03% | — | +21.25% | |
| 43 | DBAUSD | Invesco Db Agriculture Fund | ETF-その他 | 0.03% | — | — |