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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 13.83% | +0.25% | +1.05% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 13.10% | -0.06% | -26.27% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 11.94% | -0.53% | -1.45% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.70% | -0.08% | -12.77% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 7.04% | -0.12% | -15.96% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.43% | +0.10% | -9.68% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 6.09% | +0.06% | +45959.84% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.02% | -0.96% | -0.81% | |
| 9 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 5.28% | +1.05% | +2.25% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.58% | +0.14% | +1.73% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.70% | -0.16% | +53.71% | |
| 12 | DFIV | Dimensional International Va | ETF-その他 | 2.11% | -0.05% | +36.49% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.82% | -0.09% | -9.38% | |
| 14 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.69% | -0.03% | +52.27% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.60% | — | +1243.86% | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.05% | -0.02% | -2.63% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.88% | +0.03% | -27.39% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.72% | -0.01% | +265.73% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.53% | — | -2.76% | |
| 20 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.47% | — | +0.51% | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.47% | -0.11% | — | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.45% | +0.32% | +163.58% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.39% | — | -12.70% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.35% | — | +343.69% | |
| 25 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.32% | — | +33.96% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.30% | — | -2.85% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.23% | -0.02% | +24.32% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.22% | -0.02% | -4.37% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.22% | -0.04% | +1.70% | |
| 30 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 0.18% | +0.24% | +388.24% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.17% | — | +3.29% | |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.16% | -0.01% | -12.61% | |
| 33 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.16% | — | — | |
| 34 | NNOX | Nano-X Imaging Ltd. | 株式-その他 | 0.09% | — | — | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.08% | -0.01% | — | |
| 36 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 0.07% | +0.01% | — | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.06% | — | — | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.06% | — | +1.95% | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.06% | — | -47.84% | |
| 40 | AAPL | Apple INC | 株式-IT | 0.05% | -0.01% | — | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.05% | — | — | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.05% | — | — | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.04% | — | — | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.03% | — | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.03% | — | — | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.03% | — | — | |
| 47 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.02% | — | -21.89% | |
| 48 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.02% | — | — | |
| 49 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.01% | — | — | |
| 50 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.01% | — | — |