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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 13.38% | +1.80% | +66.75% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 13.01% | — | -11.31% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 13.00% | — | +8.99% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 10.43% | — | -2.25% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 7.82% | — | -7.30% | |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 7.80% | — | +58.84% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.79% | — | -14.32% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.97% | — | -0.97% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.91% | — | +26.02% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-その他 | 3.47% | — | -15.81% | |
| 11 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 3.24% | — | +31.23% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.59% | +0.25% | — | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 2.59% | — | -13.39% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.51% | — | — | |
| 15 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 2.29% | — | -7.29% | |
| 16 | IDV | Ishares International Select | ETF-その他 | 1.09% | — | -44.86% | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.02% | — | -13.05% | |
| 18 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.10% | — | -91.57% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +4.2% | +66.75% | 増加 |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +2.4% | +58.84% | 増加 |
| 3 | AMJEUR | Jpmorgan Alerian Mlp Index | +0.6% | +31.23% | 増加 |
| 4 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +26.02% | 増加 |
| 5 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.3% | -13.05% | 減少 |
| 6 | SMHC | VanEck China Semiconductor ETF | -0.4% | -91.57% | 減少 |
| 7 | VTV | Vanguard Value ETF | -0.5% | -13.39% | 減少 |
| 8 | BND | Vanguard Total Bond Market | -0.6% | +8.99% | 増加 |
| 9 | VNQI | Vanguard Glbl Ex-us Real Est | -0.7% | -7.29% | 減少 |
| 10 | VNQ | Vanguard Real Estate ETF | -0.8% | -0.97% | 減少 |
| 11 | VXF | Vanguard Extended Market ETF | -0.8% | -15.81% | 減少 |
| 12 | IDV | Ishares International Select | -1.1% | -44.86% | 減少 |
| 13 | BNDX | Vanguard Total Intl Bond ETF | -1.6% | -2.25% | 減少 |
| 14 | VEA | Vanguard Ftse Developed ETF | -1.7% | -14.32% | 減少 |
| 15 | VCIT | Vanguard Int-term Corporate | -1.8% | -7.30% | 減少 |
| 16 | VOO | Vanguard S&p 500 ETF | -2.4% | -11.31% | 減少 |
| 17 | IEMG | Ishares Core Msci Emerging | — | NEW | 新規購入 |
| 18 | IWM | Ishares Russell 2000 ETF | — | NEW | 新規購入 |