CIK: 0001697024
申告総資産額
$1.5億
| # | 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 13.68% | +0.19% | +6.25% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.32% | -0.39% | -0.29% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 7.61% | +0.29% | +0.11% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 6.17% | +0.12% | +1.41% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.92% | +0.02% | +1.48% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.02% | -0.49% | +6.59% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.98% | +0.02% | -4.51% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.16% | — | +14.32% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 4.08% | +0.12% | -0.73% | |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.47% | +0.11% | +5.61% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.35% | +0.07% | +1.78% | |
| 12 | FMAT | Fidelity Msci Materials Indx | ETF-その他 | 3.08% | — | +8.51% | |
| 13 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.38% | +0.05% | +0.40% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.07% | +0.04% | +11.22% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.01% | -0.08% | +59.42% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.00% | +0.06% | -0.38% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.86% | -0.15% | +68.86% | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.63% | +0.04% | +92.03% | |
| 19 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.44% | +0.06% | -0.60% | |
| 20 | IGOV | Ishares International Treasu | ETF-その他 | 1.19% | — | -15.74% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.12% | -0.11% | +6.64% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.05% | — | +85.21% | |
| 23 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.04% | — | +4.67% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.02% | — | +252.46% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.01% | +0.01% | — | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.98% | -0.04% | +7.46% | |
| 27 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.85% | +0.09% | +57.08% | |
| 28 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.74% | +0.01% | +91.09% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.66% | -0.01% | +124.19% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.62% | — | -0.37% | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.52% | -0.05% | — | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.52% | +0.01% | +7.02% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.50% | +0.04% | +15.24% | |
| 34 | SUB | Ishares Short-term National | ETF-その他 | 0.50% | — | -4.77% | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.36% | — | +0.18% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.33% | +0.02% | +0.33% | |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.23% | — | +0.19% | |
| 38 | XCXHX | Mfs Investment Grade Muni | 株式-その他 | 0.21% | — | — | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.21% | — | — | |
| 40 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.21% | — | +0.30% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.20% | -0.01% | -4.03% | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.19% | +0.01% | +0.40% | |
| 43 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.18% | — | +12.52% | |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.17% | — | — | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.17% | — | — |