CIK: 0001845838
申告総資産額
$1.6億
| # | 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 | 18.47% | +0.78% | +23.10% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 11.00% | -0.39% | +6.24% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 10.39% | -0.10% | +15.25% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.70% | -0.28% | -4.96% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 6.47% | +0.16% | +8.72% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 6.33% | -0.32% | +13.32% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 6.11% | +0.04% | +6.77% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 5.49% | -0.20% | -14.94% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-その他 | 5.02% | -0.03% | — | |
| 10 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.86% | -0.01% | +6.03% | |
| 11 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.76% | -0.18% | +13.78% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 3.40% | -0.05% | +10.73% | |
| 13 | CDC | Victoryshares US Eq Income E | ETF-その他 | 1.95% | — | -27.18% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.34% | -0.04% | +9.55% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.18% | -0.04% | +10.44% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.15% | +0.38% | +1.46% | |
| 17 | GBF | Ishares Government/credit Bo | ETF-政府公債 | 0.69% | — | -24.79% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.63% | — | -1.37% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 0.49% | +0.01% | -15.35% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.48% | — | +0.53% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.48% | — | -0.72% | |
| 22 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.47% | — | -4.76% | |
| 23 | MMM | 3m Co | 株式-資本財 | 0.41% | — | -0.43% | |
| 24 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.41% | — | -1.23% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.38% | — | -6.14% | |
| 26 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.36% | — | -0.93% | |
| 27 | TGT | Target CORP | 株式-一般消費財 | 0.32% | — | +8.47% | |
| 28 | NVTA1EUR | Invitae CORP | 株式-その他 | 0.32% | — | — | |
| 29 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.28% | — | -10.04% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.27% | — | — | |
| 31 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.27% | — | — | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | +0.01% | — | |
| 33 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.24% | — | -12.60% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.23% | — | +4.74% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.20% | — | -12.15% | |
| 36 | AAPL | Apple INC | 株式-IT | 0.19% | +0.09% | -43.15% |