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 | 16.92% | — | -1.94% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.11% | — | +10.82% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.97% | +1.80% | +13.17% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 5.81% | — | -20.42% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.75% | — | -10.23% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.67% | — | -48.89% | |
| 7 | IGOV | Ishares International Treasu | ETF-その他 | 5.16% | — | — | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.97% | — | -3.32% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.94% | +1.26% | +0.55% | |
| 10 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 4.11% | — | -6.66% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.01% | — | — | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.94% | — | -2.87% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-その他 | 3.74% | — | -2.55% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.06% | — | -1.11% | |
| 15 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 2.48% | — | -9.02% | |
| 16 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.10% | — | +61.71% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.94% | +0.25% | -8.41% | |
| 18 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.93% | — | -32.02% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.73% | — | -78.15% | |
| 20 | IDV | Ishares International Select | ETF-その他 | 1.55% | — | +35.28% | |
| 21 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.04% | — | -5.70% | |
| 22 | ✓ | Powershares | 株式-その他 | 0.83% | — | -1.36% | |
| 23 | ✓ | U.s. Auto Parts Network INC | 株式-その他 | 0.14% | — | — | |
| 24 | LNTH | Lantheus Holdings INC | 株式-ヘルスケア | 0.09% | — | — |