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 | 7.25% | -8.90% | EXIT | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 6.76% | — | +55.40% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.88% | — | +46.78% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.84% | -0.29% | +25.46% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.01% | — | +65.64% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.59% | -0.17% | -14.07% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.56% | +1.33% | -46.86% | |
| 8 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 4.41% | — | +79.47% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.29% | +0.97% | -17.96% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.79% | -0.88% | -41.06% | |
| 11 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 3.19% | — | — | |
| 12 | GUNR | Flexshares Global Upstream N | ETF-その他 | 3.10% | — | +82.65% | |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 3.05% | -0.26% | +27.41% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.02% | +0.16% | +20.40% | |
| 15 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 2.78% | — | — | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.60% | — | +52.06% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.50% | — | — | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.44% | -0.26% | -61.11% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.22% | — | +38.11% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.20% | — | — | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.88% | — | +58.36% | |
| 22 | RWX | State Street Spdr Dow Jones | ETF-その他 | 1.63% | — | — | |
| 23 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 1.57% | — | — | |
| 24 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.56% | — | +43.17% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.49% | -0.01% | +65.74% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.33% | -0.33% | -53.84% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.26% | +7.73% | -43.90% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.21% | — | — | |
| 29 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.13% | — | +47.49% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.13% | -0.28% | -87.60% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.94% | — | +66.74% | |
| 32 | ✓ | Powershares | 株式-その他 | 0.91% | — | -26.83% | |
| 33 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.53% | — | +65.71% | |
| 34 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.52% | — | -62.64% | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.50% | -0.29% | +43.59% | |
| 36 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.49% | — | +101.87% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.40% | — | -7.52% | |
| 38 | XLE | Ss Energy Select Sector | ETF-その他 | 0.36% | — | — | |
| 39 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.35% | +0.11% | — | |
| 40 | XLB | Ss Materials Select Sector | ETF-その他 | 0.33% | — | — | |
| 41 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.25% | — | +38.58% | |
| 42 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.20% | — | +28.56% | |
| 43 | ✓ | ETF | 株式-その他 | 0.19% | — | +576.79% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.15% | — | +35.22% | |
| 45 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.12% | — | -71.09% | |
| 46 | DBAUSD | Invesco Db Agriculture Fund | ETF-その他 | 0.03% | — | — | |
| 47 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.03% | — | -20.42% |