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 | 16.35% | -1.97% | +1.59% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 15.99% | +0.23% | +3.40% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 9.74% | +0.11% | +4.53% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.83% | +0.02% | -0.08% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 7.74% | -0.18% | +78.72% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 7.61% | +0.11% | +2.63% | |
| 7 | DFSD | Dimensional Short Duration | ETF-その他 | 4.13% | -0.13% | +402.84% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.12% | +0.01% | +17.72% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.45% | +0.07% | +8.36% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.77% | +0.20% | +3.19% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.67% | -0.08% | -0.77% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.39% | -0.05% | +0.97% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.85% | -0.12% | -0.06% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.77% | -0.09% | +0.36% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.31% | -0.02% | -1.23% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.87% | -0.07% | +0.30% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.85% | -0.03% | -23.92% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.78% | -0.09% | +0.11% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.77% | -0.02% | +0.08% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.76% | -0.02% | +0.25% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.56% | -0.01% | +22.68% | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.52% | — | -11.42% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.40% | -0.01% | +0.31% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.38% | +0.02% | -1.54% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.38% | -0.06% | — | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.38% | — | — | |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.31% | +0.02% | +13.71% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | -0.03% | — | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.24% | -0.02% | -52.45% | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.24% | — | -30.04% | |
| 31 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.22% | -0.01% | — | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.19% | -0.02% | -0.69% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.18% | +0.16% | -1.99% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.18% | -0.02% | +0.20% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.17% | -0.01% | — | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.16% | -0.03% | — | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.14% | — | +1.07% | |
| 38 | ESE | Esco Technologies INC | 株式-IT | 0.12% | +0.04% | — | |
| 39 | SXT | Sensient Technologies CORP | 株式-素材 | 0.12% | -0.10% | EXIT | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.11% | +0.04% | — |