CIK: 0001603276
申告総資産額
$3.2億
| # | 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 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 13.11% | -1.15% | +24.67% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 11.53% | +0.07% | +0.04% | |
| 3 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 9.51% | +0.18% | +2.40% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 9.45% | +0.01% | -0.71% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 9.15% | -0.01% | +0.26% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.81% | -0.55% | +2.67% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 8.14% | +0.91% | +1.15% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 6.40% | +0.02% | +2.80% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.62% | — | -48.20% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.55% | -0.03% | -4.84% | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 3.20% | +0.04% | +2.61% | |
| 12 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.18% | -0.07% | -0.27% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.74% | +0.14% | +3.14% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.42% | +0.01% | +1.33% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.58% | -0.02% | +13.35% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.84% | -0.01% | -0.31% | |
| 17 | ERIE | Erie Indemnity Company-cl A | 株式-金融 | 0.82% | -0.09% | — | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.62% | +0.01% | -5.21% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.54% | +0.07% | +3.37% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.23% | +0.10% | -3.37% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.23% | -0.01% | — | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.18% | -0.06% | — | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.13% | -0.03% | -4.39% |