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 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 15.01% | +1.33% | +1.46% | |
| 2 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 14.40% | -0.26% | +1.27% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 14.06% | -0.88% | +1.06% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 11.69% | -0.17% | +1.45% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.28% | -8.90% | EXIT | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.25% | +0.97% | +0.57% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 4.62% | -0.26% | +1.68% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.49% | -0.29% | -0.76% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.23% | -0.33% | +1.42% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.42% | +0.16% | -1.43% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.16% | +7.73% | +1.87% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.90% | +1.32% | -5.69% | |
| 13 | SSO | Proshares Ultra S&p500 | ETF-その他 | 2.52% | +0.11% | +1.50% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.52% | -0.29% | -3.73% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.17% | -0.28% | -21.34% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.60% | — | -2.10% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.34% | +0.01% | -3.72% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.13% | -0.01% | +12.78% | |
| 19 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.08% | — | -4.27% | |
| 20 | XLE | Ss Energy Select Sector | ETF-その他 | 0.06% | — | +0.69% | |
| 21 | XLB | Ss Materials Select Sector | ETF-その他 | 0.05% | — | +0.47% |