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 | 17.41% | +0.01% | +2.14% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 16.62% | +0.91% | -0.36% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 13.50% | -1.15% | +7.00% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.04% | -0.55% | +0.69% | |
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 6.83% | +0.18% | -0.09% | |
| 6 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 6.53% | +0.07% | +2.26% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.00% | +0.14% | -0.05% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.61% | -0.03% | +0.02% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.49% | -0.01% | +2.70% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.34% | +0.07% | — | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.30% | +0.10% | -2.76% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.06% | +0.02% | +0.67% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.86% | +0.01% | -0.54% | |
| 14 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.82% | +0.04% | -0.10% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.58% | -0.02% | -0.42% | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.28% | -0.07% | -0.13% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.88% | — | -0.67% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.44% | -0.01% | -2.65% | |
| 19 | ERIE | Erie Indemnity Company-cl A | 株式-金融 | 0.42% | -0.09% | — | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.19% | +0.01% | — | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.14% | -0.06% | — | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.14% | -0.01% | — | |
| 23 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.13% | — | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.11% | +0.02% | -0.35% | |
| 25 | ROK | Rockwell Automation INC | 株式-資本財 | 0.11% | -0.01% | — | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.09% | -0.03% | — | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.08% | — | — |