CIK: 0001759236
申告総資産額
$9.2億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 8.58% | -0.06% | +5.04% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 7.81% | +0.07% | -4.97% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 7.26% | — | +1.84% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 5.00% | -1.50% | -16.48% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.82% | — | -2.48% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.54% | +0.28% | +14.57% | |
| 7 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 4.33% | -1.23% | +10.24% | |
| 8 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 4.14% | +0.10% | +25.51% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 3.44% | -0.78% | -7.57% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.23% | -0.12% | -5.26% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.19% | +0.12% | +63.78% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.78% | -0.07% | -7.79% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.77% | — | -24.35% | |
| 14 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 2.39% | -0.10% | -2.44% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.38% | -0.03% | -3.35% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.29% | +0.17% | -0.26% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.05% | -0.01% | -13.85% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.00% | — | -31.81% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.98% | — | -11.84% | |
| 20 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.93% | — | -10.63% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.54% | +0.15% | -26.88% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.49% | +0.11% | -13.69% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.35% | +0.44% | -21.57% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.34% | — | +9.67% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.33% | — | -28.19% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.12% | — | +8.51% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.12% | — | — | |
| 28 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.06% | -0.13% | -12.11% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.06% | +0.07% | -8.59% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.87% | — | -12.63% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.85% | — | -4.78% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.81% | — | +43.43% | |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.71% | — | -25.89% | |
| 34 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.66% | — | -8.48% | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.65% | — | -9.02% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | -2.16% | |
| 37 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.44% | — | — | |
| 38 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.42% | — | — | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.39% | — | +15.67% | |
| 40 | PNC | Pnc Financial Services Group | 株式-金融 | 0.38% | — | -3.25% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.34% | +0.15% | +1.93% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | +9.22% | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.31% | — | — | |
| 44 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.30% | — | -41.55% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.28% | -0.02% | -30.70% | |
| 46 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.24% | — | — | |
| 47 | MCO | Moody's CORP | 株式-金融 | 0.24% | — | — | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.24% | — | -42.56% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.24% | — | -66.47% | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.23% | -0.10% | — |