CIK: 0001743941
申告総資産額
$23.1億
| # | 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 14.02% | -0.94% | +274.90% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.35% | -2.18% | -5.19% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 9.25% | -1.00% | -25.71% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 9.04% | — | -10.34% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 8.59% | -0.76% | -23.50% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 8.52% | +0.70% | -14.58% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.79% | +0.79% | +93.92% | |
| 8 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 4.79% | +0.06% | -16.11% | |
| 9 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 3.33% | +0.21% | -1.53% | |
| 10 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 3.16% | — | -3.47% | |
| 11 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 3.11% | — | +5.10% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.96% | -0.58% | +97.69% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.93% | -0.04% | -4.52% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.79% | — | -52.64% | |
| 15 | BND | Vanguard Total Bond Market | ETF-その他 | 1.45% | -0.96% | +10.20% | |
| 16 | BBCA | Jpmorgan Betabuilders Canada | ETF-その他 | 1.26% | +0.02% | -8.91% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.22% | +0.06% | -14.14% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.16% | -0.74% | — | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.06% | +0.01% | +31.05% | |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.05% | — | -2.43% | |
| 21 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.82% | — | -47.33% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 0.71% | +0.07% | +12.82% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.66% | — | -43.06% | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.61% | -1.19% | +116.61% | |
| 25 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.44% | — | -23.28% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.38% | — | -0.70% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.36% | — | -0.24% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.34% | -0.14% | +338.33% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.30% | +0.03% | — | |
| 30 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.21% | — | -0.25% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.20% | — | -4.35% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.19% | -0.22% | +34.82% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.17% | — | +210.62% | |
| 34 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.16% | +0.34% | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.08% | — | -0.12% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.07% | +0.04% | -4.62% | |
| 37 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.07% | -0.03% | — | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.06% | — | -24.32% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.06% | — | +2.33% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.06% | — | +2.28% | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.04% | — | — | |
| 42 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.04% | — | -0.55% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.04% | +0.03% | NEW | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.03% | — | -1.34% | |
| 45 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.03% | — | — | |
| 46 | VFH | Vanguard Financials ETF | ETF-その他 | 0.03% | -0.11% | — | |
| 47 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.02% | — | — |