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 | 15.76% | +0.19% | -4.11% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.74% | -0.39% | -5.52% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 7.54% | +0.10% | -1.27% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 7.33% | +0.12% | -4.56% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 7.25% | -0.49% | -6.22% | |
| 6 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 6.08% | +0.29% | -3.87% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 6.05% | +0.02% | -8.06% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.13% | +0.02% | -11.21% | |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.87% | +0.11% | -3.96% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.24% | +0.07% | -4.33% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.44% | -0.15% | -2.56% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.25% | -0.08% | -2.68% | |
| 13 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.24% | +0.12% | -3.80% | |
| 14 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.87% | +0.05% | -6.54% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.77% | +0.04% | -5.01% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.77% | +0.04% | -3.95% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.58% | -0.04% | -0.37% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.57% | +0.06% | -0.08% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.36% | -0.11% | -0.63% | |
| 20 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.23% | +0.06% | +0.88% | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.98% | +0.05% | -2.39% | |
| 22 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.98% | +0.09% | -1.96% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.79% | +0.04% | -1.66% | |
| 24 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-その他 | 0.78% | -0.02% | -0.58% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.66% | +0.01% | -2.12% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.65% | -0.01% | -6.42% | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.65% | -0.05% | -7.29% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | -0.05% | +0.29% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.50% | — | -1.01% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.49% | — | — | |
| 31 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.48% | +0.01% | +0.17% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.40% | +0.02% | -3.97% | |
| 33 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.35% | +0.01% | +0.47% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.30% | +0.01% | -0.92% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.28% | +0.01% | -77.38% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.27% | -0.01% | +0.29% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.18% | -0.01% | +0.23% | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.17% | -0.01% | +0.25% | |
| 39 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.17% | -0.17% | EXIT | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.15% | -0.01% | -0.90% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.14% | — | — |