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 | 17.34% | — | -8.32% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 10.79% | +1.80% | +14.68% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.72% | — | -1.93% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.18% | — | -3.05% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.77% | — | -2.76% | |
| 6 | IGOV | Ishares International Treasu | ETF-その他 | 5.40% | — | -1.88% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 5.34% | +1.26% | +3.56% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-その他 | 4.58% | — | +11.82% | |
| 9 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 4.33% | — | +1.33% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.30% | — | +0.78% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.29% | — | -29.19% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.24% | — | +27.87% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.17% | — | -28.87% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.19% | +0.25% | +1.64% | |
| 15 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 2.18% | — | +10.25% | |
| 16 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.13% | — | -2.98% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.74% | — | -2.97% | |
| 18 | IDV | Ishares International Select | ETF-その他 | 1.64% | — | — | |
| 19 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.10% | — | — | |
| 20 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.08% | — | — | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.05% | — | -60.32% | |
| 22 | ✓ | Powershares | 株式-その他 | 0.83% | — | -5.00% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.49% | — | -90.54% | |
| 24 | ✓ | U.s. Auto Parts Network INC | 株式-その他 | 0.12% | — | — |