CIK: 0001999144
申告総資産額
$3.2億
| # | 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 | VTIP | Vanguard Short-term Tips | ETF-その他 | 11.36% | -0.02% | +4.67% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 8.79% | -1.21% | +0.64% | |
| 3 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 8.37% | +0.37% | +5.04% | |
| 4 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 7.36% | +0.03% | +2.57% | |
| 5 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 7.02% | +0.02% | +3.07% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-その他 | 5.91% | -2.17% | +5.36% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 5.91% | -0.80% | +1.98% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.41% | -0.15% | +2.09% | |
| 9 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 5.37% | +0.05% | +3.48% | |
| 10 | CEMB | Ishares Jp Morgan Em Corpora | ETF-その他 | 4.29% | -2.06% | +4.11% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.22% | -0.32% | +2.72% | |
| 12 | IGEB | Ishares Investment Grade Sys | ETF-投資適格社債 | 4.20% | +1.08% | +5.65% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.13% | +1.10% | +3.37% | |
| 14 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 4.07% | -4.67% | +3.86% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.71% | -0.03% | +2.45% | |
| 16 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 3.36% | +0.03% | +4.14% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 3.12% | -0.20% | +4.08% | |
| 18 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 1.04% | +0.04% | +1.34% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.55% | +0.02% | -6.75% | |
| 20 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.50% | -0.02% | -7.02% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.49% | -0.09% | -1.08% | |
| 22 | WRB | Wr Berkley CORP | 株式-金融 | 0.19% | -0.01% | +0.13% | |
| 23 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.15% | -0.01% | — | |
| 24 | AAPL | Apple INC | 株式-IT | 0.14% | -0.01% | — | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.12% | — | — | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.11% | -0.01% | +0.39% | |
| 27 | XEL | Xcel Energy INC | 株式-公益事業 | 0.10% | — | -7.02% |