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 | 14.34% | +0.19% | +0.03% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.46% | -0.39% | -2.36% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 7.95% | +0.12% | +0.17% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 7.22% | +0.10% | -0.00% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 7.03% | +0.29% | -1.12% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.59% | -0.49% | -0.49% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.87% | +0.02% | -0.32% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.27% | +0.02% | -3.16% | |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.95% | +0.11% | -1.65% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.36% | +0.07% | +1.41% | |
| 11 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.59% | +0.12% | -0.33% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.34% | -0.15% | -8.19% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.16% | -0.08% | -5.66% | |
| 14 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.03% | +0.05% | -1.10% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.94% | +0.04% | -0.17% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.81% | +0.06% | +388.48% | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.77% | +0.04% | -0.08% | |
| 18 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.51% | +0.06% | +17.52% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.41% | -0.04% | -1.25% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.33% | — | -3.05% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.19% | -0.11% | -4.51% | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.15% | +0.05% | +5.13% | |
| 23 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.09% | +0.09% | -2.15% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.98% | +0.04% | +5.57% | |
| 25 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-その他 | 0.70% | -0.02% | +6.76% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.68% | +0.01% | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.67% | -0.01% | -0.88% | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.59% | -0.05% | -0.62% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | -0.05% | -5.82% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.51% | — | -0.32% | |
| 31 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.50% | +0.01% | +2.74% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.45% | +0.02% | -3.41% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.43% | — | — | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.36% | +0.01% | -0.19% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.30% | +0.01% | -1.27% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.22% | -0.01% | +0.30% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.20% | -0.01% | — | |
| 38 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.19% | -0.17% | EXIT | |
| 39 | FMAT | Fidelity Msci Materials Indx | ETF-その他 | 0.18% | — | +0.19% | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.15% | -0.01% | — |