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 | 16.25% | — | +13.41% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 10.81% | — | -4.78% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.75% | +1.80% | -33.64% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 7.72% | — | +0.42% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.67% | — | +17.27% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 7.10% | — | -14.90% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.04% | — | +4.35% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 5.04% | — | -5.36% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.80% | +1.26% | +69.31% | |
| 10 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 4.24% | — | +269.59% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.77% | — | +91.77% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-その他 | 3.58% | — | -8.21% | |
| 13 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 2.93% | — | — | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.91% | — | -0.91% | |
| 15 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 2.52% | — | -9.55% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.93% | +0.25% | -2.32% | |
| 17 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.27% | — | — | |
| 18 | IDV | Ishares International Select | ETF-その他 | 1.09% | — | -8.24% | |
| 19 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.06% | — | -6.83% | |
| 20 | ✓ | Powershares | 株式-その他 | 0.83% | — | +6.11% | |
| 21 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.53% | — | — | |
| 22 | ✓ | U.s. Auto Parts Network INC | 株式-その他 | 0.15% | — | — |