CIK: 0002078994
申告総資産額
$2.3億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 19.11% | -1.97% | -0.72% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 17.02% | +0.23% | +1.43% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 10.91% | +0.11% | +2.75% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.48% | +0.02% | +7.11% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 8.78% | +0.11% | +4.72% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.41% | +0.07% | +382.03% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.08% | -0.08% | +2.60% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.85% | +0.20% | +25.95% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.71% | +0.01% | +49.93% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.57% | -0.12% | -4.34% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.36% | -0.05% | +4.31% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.16% | -0.09% | -1.49% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.91% | -0.18% | +17.99% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.84% | -0.02% | -2.98% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.76% | -0.03% | -7.05% | |
| 16 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.18% | — | -15.40% | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.12% | — | -0.30% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.07% | -0.07% | — | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.99% | -0.09% | -2.38% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.98% | -0.02% | -1.76% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.91% | -0.02% | -2.00% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.75% | -0.02% | +1.60% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.50% | -0.01% | +0.05% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.46% | -0.06% | +0.08% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.42% | +0.02% | -2.34% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.34% | -0.02% | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.31% | -0.03% | — | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.25% | +0.02% | +16.97% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.22% | -0.02% | — | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.21% | -0.01% | — | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.19% | — | +0.97% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.16% | +0.04% | — |