CIK: 0001630939
申告総資産額
$6.9億
| # | 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 31.24% | +0.10% | +2.80% | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 12.21% | — | +3.51% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 9.79% | -0.44% | +1.92% | |
| 4 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 7.91% | -0.45% | +4.71% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.82% | +0.50% | +0.16% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 5.01% | -0.30% | +8.98% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 3.91% | +0.08% | +3.73% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.80% | -0.01% | +2.90% | |
| 9 | REET | Ishares Global Reit ETF | ETF-その他 | 3.74% | -0.08% | +3.89% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.52% | -0.18% | +5.92% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.28% | -0.07% | -2.74% | |
| 12 | WOOD | Ishares Global Timber & Fore | ETF-その他 | 1.53% | — | +3.01% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.19% | +0.07% | +2.83% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.00% | +0.05% | +0.69% | |
| 15 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.87% | — | +2.68% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.66% | -0.14% | +2.03% | |
| 17 | NUBD | Nuveen Esg US Aggregate Bond | ETF-その他 | 0.64% | -0.01% | +3.89% | |
| 18 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.49% | -0.04% | +2.82% | |
| 19 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.46% | — | -2.10% | |
| 20 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 0.33% | -0.03% | +34.43% | |
| 21 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.25% | — | — | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.21% | -0.01% | — | |
| 23 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.19% | — | -8.78% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.18% | -0.11% | +2.53% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.17% | -0.02% | -0.31% | |
| 26 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.15% | +0.03% | -12.03% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.15% | — | +1.41% | |
| 28 | AAPL | Apple INC | 株式-IT | 0.15% | -0.06% | +0.07% | |
| 29 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.12% | — | +22.07% |