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 | VTV | Vanguard Value ETF | ETF-その他 | 17.78% | +0.01% | +90.79% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 13.71% | +0.91% | +33.85% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 12.96% | -1.15% | +3.66% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 10.56% | -0.55% | +3.17% | |
| 5 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 7.23% | +0.07% | -39.56% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 7.20% | +0.18% | -35.22% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.82% | -0.01% | -50.81% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.00% | -0.03% | +7.98% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.91% | +0.02% | -47.40% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.46% | +0.14% | +19.34% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.72% | +0.07% | +277.83% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.31% | +0.01% | -0.02% | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.24% | +0.04% | -33.97% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.87% | — | -0.18% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.61% | -0.02% | +14.97% | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.54% | -0.07% | -47.44% | |
| 17 | ERIE | Erie Indemnity Company-cl A | 株式-金融 | 0.79% | -0.09% | — | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.30% | -0.01% | -57.22% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.20% | +0.01% | -62.83% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.19% | -0.01% | — | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.18% | -0.06% | — | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.11% | -0.03% | — | |
| 23 | ROK | Rockwell Automation INC | 株式-資本財 | 0.11% | -0.01% | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.11% | +0.02% | — | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.09% | +0.10% | — |