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 | 16.02% | +0.19% | -1.17% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.20% | -0.39% | -3.29% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 8.18% | +0.12% | +1.82% | |
| 4 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 6.70% | +0.29% | +3.84% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.55% | -0.49% | +0.75% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 6.10% | +0.02% | -7.46% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.64% | +0.02% | +1.33% | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 4.03% | +0.11% | -0.47% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.72% | +0.07% | +0.07% | |
| 10 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.28% | +0.12% | -0.31% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.96% | +0.04% | -2.60% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.29% | -0.15% | +5.14% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.24% | -0.08% | -1.14% | |
| 14 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.04% | +0.05% | +1.57% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.91% | +0.04% | -6.13% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.90% | +0.06% | -6.42% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.42% | -0.04% | -1.05% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.28% | -0.11% | +0.19% | |
| 19 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.21% | +0.06% | -8.38% | |
| 20 | SUB | Ishares Short-term National | ETF-その他 | 1.14% | — | -27.38% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.10% | +0.01% | +1.94% | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.10% | +0.05% | -0.34% | |
| 23 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.00% | +0.09% | +4.43% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.90% | +0.04% | +10.15% | |
| 25 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 0.89% | — | -7.50% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.73% | — | -6.89% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.70% | -0.01% | -5.33% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.67% | — | -36.74% | |
| 29 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.54% | +0.01% | -0.71% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.53% | +0.02% | +0.29% | |
| 31 | FMAT | Fidelity Msci Materials Indx | ETF-その他 | 0.48% | — | -5.13% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.47% | +0.01% | +0.32% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.43% | — | +2.28% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.42% | +0.01% | +1.05% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.32% | — | +76.82% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.29% | -0.05% | -0.03% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.20% | — | +2.78% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.20% | -0.01% | +0.39% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.20% | -0.01% | +0.18% |