CIK: 0001752758
申告総資産額
$5.9億
| # | 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 | 15.40% | — | +12.05% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 13.07% | — | +4.70% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 13.00% | — | +13.74% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 12.49% | — | +9.01% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 9.89% | +0.01% | +8.98% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.72% | — | -1.40% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 7.17% | -0.01% | +10.69% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.95% | — | -1.27% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.81% | -0.12% | +2.27% | |
| 10 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 2.54% | — | +6.35% | |
| 11 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.87% | — | +68.60% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.79% | +0.24% | -1.33% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.37% | — | -2.07% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.05% | -0.09% | -0.91% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.75% | -0.06% | +91.14% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.74% | — | -2.94% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.56% | -0.13% | — | |
| 18 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.52% | — | -9.24% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.49% | — | +13.47% | |
| 20 | T | At&t INC | 株式-通信サービス | 0.34% | — | +0.63% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.29% | — | +3.10% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.29% | — | +4.16% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.29% | — | +10.83% | |
| 24 | GPN | Global Payments INC | 株式-資本財 | 0.26% | — | — | |
| 25 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.25% | +0.10% | -7.26% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.24% | — | -6.71% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.22% | — | — | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.22% | -0.11% | — | |
| 29 | MMM | 3m Co | 株式-資本財 | 0.22% | — | — | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.21% | — | +0.89% |