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 | 13.70% | — | +0.48% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 9.18% | +1.80% | -16.78% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 8.72% | — | +36.43% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.75% | — | -5.55% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 7.64% | +1.26% | -10.85% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.36% | — | -11.10% | |
| 7 | IGOV | Ishares International Treasu | ETF-その他 | 4.95% | — | -8.24% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-その他 | 4.56% | — | +0.88% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.35% | — | +12.29% | |
| 10 | ✓ | Vaneck J P Morgan Em Lcl Cry B | 株式-その他 | 3.98% | — | — | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.31% | +0.25% | +47.36% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.28% | — | -8.57% | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.07% | — | -9.87% | |
| 14 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 2.55% | — | +4.99% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 2.47% | — | -1.90% | |
| 16 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.34% | — | -9.38% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.18% | — | +5.09% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.18% | — | -32.10% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.74% | — | -10.55% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.58% | +2.13% | +9.47% | |
| 21 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.98% | — | -5.11% | |
| 22 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.97% | — | +3.33% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.92% | — | -3.11% | |
| 24 | IDV | Ishares International Select | ETF-その他 | 0.89% | — | -2.12% | |
| 25 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.85% | — | -9.57% | |
| 26 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.46% | — | — |