CIK: 0001712533
申告総資産額
$5.8億
| # | 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 | 18.46% | +1.02% | +7.73% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 14.30% | — | +77.24% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 13.11% | — | +8.46% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 10.10% | -0.21% | -7.76% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 6.50% | — | +8.51% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 5.40% | +0.07% | -3.75% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.02% | +0.06% | — | |
| 8 | AAPL | Apple INC | 株式-IT | 4.56% | -1.14% | +0.25% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 4.14% | +0.10% | -4.89% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.83% | +0.20% | -3.91% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.47% | +0.01% | +0.03% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 2.73% | -1.28% | +225.81% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.38% | -0.01% | -8.96% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.24% | — | -13.58% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.86% | — | +235.64% | |
| 16 | BEN | Franklin Resources INC | 株式-金融 | 0.86% | — | — | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.65% | — | +326.93% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 0.35% | — | +7.06% | |
| 19 | GM | General Motors Co | 株式-一般消費財 | 0.28% | — | — | |
| 20 | ILMN | Illumina INC | 株式-ヘルスケア | 0.24% | — | +0.15% | |
| 21 | CI | The Cigna Group | 株式-ヘルスケア | 0.14% | — | — | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.14% | -0.05% | -2.48% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.11% | — | -3.74% | |
| 24 | ALEX | Alexander & Baldwin INC | 株式-その他 | 0.10% | — | — | |
| 25 | PACB | Pacific Biosciences Of Calif | 株式-その他 | 0.02% | — | — |