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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 16.15% | -2.18% | +12.16% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 10.89% | -0.76% | +12.09% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 10.77% | — | +14.09% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 10.08% | +0.70% | +19.72% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 9.67% | -1.00% | +13.23% | |
| 6 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 5.76% | +0.21% | +30.93% | |
| 7 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 5.34% | +0.06% | +19.34% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.45% | -0.14% | -9.37% | |
| 9 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 3.39% | — | +19.09% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.20% | +0.79% | -5.04% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.49% | -0.94% | -40.35% | |
| 12 | BBCA | Jpmorgan Betabuilders Canada | ETF-その他 | 2.42% | +0.02% | +60.16% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.05% | +0.06% | +96.50% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.03% | — | +231.89% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.59% | +0.07% | +32.94% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.59% | -0.04% | +3.08% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.34% | +0.34% | +21.55% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.13% | -0.74% | -2.53% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.06% | -0.22% | -24.50% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.02% | +0.01% | +56.77% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.76% | -1.19% | -42.42% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 0.40% | -0.96% | -10.00% | |
| 23 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.39% | — | -0.59% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.35% | — | -0.65% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.25% | +0.03% | — | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.22% | — | -37.10% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.22% | -0.58% | -20.50% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.21% | — | +6.64% | |
| 29 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.19% | — | — | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.18% | — | +1.96% | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.17% | — | — | |
| 32 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.11% | -0.03% | +12.37% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.10% | +0.02% | +0.00% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.08% | -0.16% | +22.80% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.08% | +0.04% | +53.95% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.08% | — | -3.78% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.07% | — | — | |
| 38 | VFH | Vanguard Financials ETF | ETF-その他 | 0.06% | -0.11% | +26.75% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.05% | +0.03% | NEW | |
| 40 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.04% | — | +13.37% | |
| 41 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.04% | -0.05% | — | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.04% | — | — | |
| 43 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.04% | — | — | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.04% | — | +40.82% | |
| 45 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.04% | — | — | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.04% | — | +12.86% | |
| 47 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.04% | — | +30.23% | |
| 48 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.03% | -0.03% | — | |
| 49 | XLF | Ss Financial Select Sector | ETF-その他 | 0.03% | -0.03% | — | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.03% | — | — |