CIK: 0001666910
申告総資産額
$2.2億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.87% | -0.46% | -5.44% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 8.87% | -0.34% | -8.60% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.59% | -0.70% | -7.18% | |
| 4 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 5.54% | +0.05% | -4.10% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 4.84% | +0.05% | -2.99% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.41% | +0.02% | +8.43% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 4.10% | -0.20% | +0.47% | |
| 8 | DFNM | Dimensional National Muni Bd | ETF-その他 | 3.66% | +0.03% | -3.61% | |
| 9 | KOCT | Innovator U.s. Small Cap Pow | ETF-中小型株 | 3.60% | +0.10% | -4.25% | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 3.51% | +0.20% | — | |
| 11 | CGCP | Cap Group Core Plus Income | ETF-その他 | 2.99% | — | -2.05% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.98% | +0.02% | -2.83% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.87% | +0.11% | +38.07% | |
| 14 | DFIV | Dimensional International Va | ETF-その他 | 2.83% | +0.21% | +28.13% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.85% | +0.04% | +6.57% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.58% | -0.04% | -0.83% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.53% | +0.01% | +4.87% | |
| 18 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.45% | +0.14% | -2.72% | |
| 19 | JBND | Jpmorgan Active Bond ETF | ETF-その他 | 1.45% | — | -1.80% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.39% | — | +0.15% | |
| 21 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.22% | +0.05% | -52.43% | |
| 22 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 1.22% | +0.22% | +4.85% | |
| 23 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.14% | -0.01% | -0.94% | |
| 24 | MBB | Ishares Mbs ETF | ETF-その他 | 1.11% | +0.02% | — | |
| 25 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.11% | -0.01% | — | |
| 26 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.09% | +0.02% | — | |
| 27 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.04% | +0.01% | +2.52% | |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.03% | +0.01% | -5.68% | |
| 29 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.96% | -0.01% | -1.17% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.95% | — | +0.73% | |
| 31 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.94% | +0.03% | +3.36% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.93% | +0.09% | — | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.89% | +0.02% | -30.14% | |
| 34 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 0.85% | +0.21% | — | |
| 35 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.69% | +0.01% | -7.08% | |
| 36 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.67% | — | -53.82% | |
| 37 | XLE | Ss Energy Select Sector | ETF-その他 | 0.63% | +0.25% | — | |
| 38 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.58% | +0.02% | +2.47% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.51% | — | -4.80% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.41% | -0.08% | -0.50% | |
| 41 | SUB | Ishares Short-term National | ETF-その他 | 0.33% | — | +1.21% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.31% | — | -1.64% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.14% | -0.01% | — | |
| 44 | VTV | Vanguard Value ETF | ETF-その他 | 0.13% | +0.01% | — | |
| 45 | AAPL | Apple INC | 株式-IT | 0.12% | — | -1.33% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.10% | — | — |