CIK: 0001633901
申告総資産額
$527.9億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 27.28% | +0.25% | +29.99% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 13.14% | -1.18% | +32.98% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 10.11% | — | +51.14% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 8.34% | +0.06% | +46.13% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.19% | — | +30.09% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.10% | -0.03% | +34.12% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.58% | — | +107.77% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.02% | — | +4.96% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.31% | -0.02% | +52.47% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.98% | -0.02% | +54.07% | |
| 11 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 2.38% | +0.11% | +32.56% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 1.77% | -0.02% | +48.98% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.62% | — | +15.49% | |
| 14 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.49% | -0.01% | +19.45% | |
| 15 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.21% | — | -0.31% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.20% | — | +80.95% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.17% | -0.06% | +54.77% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.00% | — | -4.10% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.76% | — | +30.51% | |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.26% | -0.13% | +82.50% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.19% | -0.05% | +53.49% | |
| 22 | CMF | Ishares California Muni Bond | ETF-その他 | 0.14% | — | +101.34% | |
| 23 | PRIV | State Street IG Public & Private Credit ETF | ETF-その他 | 0.13% | — | +221.05% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.13% | — | +807.76% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.09% | — | — | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.07% | — | +83.33% | |
| 27 | NYF | Ishares New York Muni Bond E | ETF-その他 | 0.06% | — | +5.86% | |
| 28 | EMLP | First Trust North American E | ETF-その他 | 0.06% | — | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.05% | — | +167.75% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.05% | -0.17% | +79.77% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.05% | — | +95.42% | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.02% | — | +60.52% | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.02% | — | +68.20% | |
| 34 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.02% | — | — | |
| 35 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.01% | — | — |