CIK: 0001616628
申告総資産額
$996.4万
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 28.02% | — | +16.86% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 18.29% | — | +5.22% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 8.61% | — | -3.19% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 8.29% | — | -2.58% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-その他 | 6.97% | — | +5.43% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 6.19% | — | +33.27% | |
| 7 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 4.88% | — | -0.52% | |
| 8 | NXPI | NXP Semiconductors N.V. | 株式-IT | 3.64% | — | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.62% | — | -2.30% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.81% | — | -1.74% | |
| 11 | IDV | Ishares International Select | ETF-その他 | 1.96% | — | — | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.57% | — | — | |
| 13 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.53% | — | — | |
| 14 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.43% | — | — | |
| 15 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.84% | — | — | |
| 16 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.81% | — | — | |
| 17 | SUPN | Supernus Pharmaceuticals INC | 株式-ヘルスケア | 0.28% | — | -52.85% | |
| 18 | NEWREUR | New Relic INC | 株式-その他 | 0.12% | — | — | |
| 19 | ETSY | Etsy INC | 株式-一般消費財 | 0.11% | — | — | |
| 20 | ✓ | Meetme INC | 株式-その他 | 0.04% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.6% | +16.86% | 増加 |
| 2 | BNDX | Vanguard Total Intl Bond ETF | +1.2% | +33.27% | 増加 |
| 3 | SMHC | VanEck China Semiconductor ETF | 0% | — | 変化なし |
| 4 | ETSY | Etsy INC | 0% | — | 変化なし |
| 5 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.1% | — | 変化なし |
| 6 | IDV | Ishares International Select | -0.2% | — | 変化なし |
| 7 | AMJEUR | Jpmorgan Alerian Mlp Index | -0.3% | — | 変化なし |
| 8 | VWO | Vanguard Ftse Emerging Marke | -0.3% | -2.30% | 減少 |
| 9 | SUPN | Supernus Pharmaceuticals INC | -0.3% | -52.85% | 減少 |
| 10 | VTIP | Vanguard Short-term Tips | -0.3% | -1.74% | 減少 |
| 11 | VXF | Vanguard Extended Market ETF | -0.5% | +5.43% | 増加 |
| 12 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | -0.5% | -0.52% | 減少 |
| 13 | BND | Vanguard Total Bond Market | -0.9% | -2.58% | 減少 |
| 14 | VCIT | Vanguard Int-term Corporate | -0.9% | -3.19% | 減少 |
| 15 | VEA | Vanguard Ftse Developed ETF | -1.5% | +5.22% | 増加 |
| 16 | NXPI | NXP Semiconductors N.V. | — | NEW | 新規購入 |
| 17 | VUG | Vanguard Growth ETF | — | EXIT | 全売却 |
| 18 | VNQ | Vanguard Real Estate ETF | — | NEW | 新規購入 |
| 19 | VNQI | Vanguard Glbl Ex-us Real Est | — | NEW | 新規購入 |
| 20 | NEWREUR | New Relic INC | — | NEW | 新規購入 |
| 21 | BNFTEUR | Benefitfocus INC | — | EXIT | 全売却 |
| 22 | ✓ | Meetme INC | — | NEW | 新規購入 |