CIK: 0001830942
申告総資産額
$2.5億
| # | 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 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 15.64% | -0.06% | +1.69% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.46% | +0.25% | +0.26% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 10.10% | -0.53% | +2.67% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 8.63% | -0.12% | -1.13% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 8.35% | -0.08% | -0.74% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.93% | -0.96% | -4.76% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.94% | +0.10% | +2.60% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.82% | +0.14% | +3.78% | |
| 9 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 4.46% | +1.05% | -0.27% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.80% | — | -12.22% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.56% | -0.16% | -3.22% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.14% | -0.02% | -2.52% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.69% | — | -11.72% | |
| 14 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.48% | -0.02% | — | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.42% | +0.03% | +7.79% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.85% | — | -0.08% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.79% | — | +2.39% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.78% | -0.02% | +0.12% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.73% | — | +7.96% | |
| 20 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.66% | -0.03% | — | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.65% | — | +6.80% | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.64% | -0.11% | -5.68% | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.63% | -0.01% | -0.03% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.62% | — | +2.81% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.62% | — | — | |
| 26 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.46% | — | — | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.31% | — | +10.53% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.30% | -0.04% | -9.56% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.18% | -0.01% | -7.00% | |
| 30 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.18% | — | +96.09% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.16% | — | +0.18% | |
| 32 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.16% | — | — | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.15% | — | +0.58% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.14% | — | -2.28% | |
| 35 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 0.14% | +0.01% | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.12% | — | +0.16% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.07% | — | +100.00% | |
| 38 | AAPL | Apple INC | 株式-IT | 0.05% | -0.01% | — | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.05% | — | — | |
| 40 | BND | Vanguard Total Bond Market | ETF-その他 | 0.04% | +0.06% | +41.51% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.03% | — | — | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.02% | — | +9.15% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.02% | — | -23.26% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.02% | — | — | |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | — | — | +100.00% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | — | — | — | |
| 47 | JWNUSD | Nordstrom INC | 株式-その他 | — | — | — | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | — | -0.09% | — | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | — | — | — | |
| 50 | XLNXEUR | Xilinx INC | 株式-その他 | — | — | — |