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 | 15.09% | +1.33% | +0.97% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 13.14% | -0.88% | +0.85% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 12.72% | -0.26% | -1.58% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 11.39% | -0.17% | -2.24% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.90% | -8.90% | EXIT | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.11% | +0.97% | -3.82% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.64% | +1.32% | +29.00% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 4.56% | -0.26% | -0.79% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.37% | -0.29% | +0.15% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.28% | -0.33% | -7.70% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.60% | +0.16% | -3.92% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.37% | +7.73% | +12.15% | |
| 13 | SSO | Proshares Ultra S&p500 | ETF-その他 | 2.30% | +0.11% | -1.05% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.07% | -0.28% | +56.69% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.83% | -0.29% | -0.30% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.34% | +0.01% | -7.26% | |
| 17 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.11% | — | +28.84% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.11% | -0.01% | +8.42% | |
| 19 | XLE | Ss Energy Select Sector | ETF-その他 | 0.03% | — | -32.89% | |
| 20 | XLB | Ss Materials Select Sector | ETF-その他 | 0.03% | — | -46.06% |