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 | 17.57% | -1.97% | +0.70% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 17.26% | +0.23% | +4.75% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 11.46% | +0.11% | +7.62% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 9.43% | +0.11% | +3.76% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.38% | +0.02% | +4.04% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.56% | +0.07% | +13.71% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.83% | +0.01% | +11.55% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.83% | -0.08% | -0.14% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.80% | -0.18% | +57.19% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.74% | +0.20% | -0.56% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.44% | -0.12% | -1.74% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.30% | -0.05% | +2.14% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.09% | -0.09% | +0.28% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.66% | -0.02% | -7.02% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.56% | -0.03% | -1.97% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.99% | -0.07% | -1.35% | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.96% | — | -13.16% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.94% | -0.02% | +0.12% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.91% | -0.09% | -0.98% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.89% | -0.02% | -0.07% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.80% | — | -31.36% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.68% | -0.02% | +0.35% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.58% | +0.02% | +41.62% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.50% | -0.01% | +4.91% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.41% | -0.06% | -1.99% | |
| 26 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.30% | +0.02% | +33.59% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.30% | -0.01% | — | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.26% | -0.03% | -4.57% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.21% | -0.02% | -32.19% | |
| 30 | DFSD | Dimensional Short Duration | ETF-その他 | 0.21% | -0.13% | — | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.20% | -0.02% | — | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.20% | -0.01% | -3.19% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.17% | — | -2.89% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | — | — | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.15% | -0.03% | — | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.15% | +0.04% | — | |
| 37 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.14% | — | — |