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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 14.17% | — | +22.00% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.76% | -0.13% | +255.78% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-その他 | 11.70% | — | +4.74% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 11.36% | -0.46% | +1.01% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 9.93% | — | +10.10% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 8.05% | +0.01% | +3.07% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 6.38% | -0.01% | +8.19% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.35% | — | -16.95% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.74% | — | -67.63% | |
| 10 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 3.03% | +0.04% | — | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.43% | -0.12% | +9.60% | |
| 12 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.51% | — | -0.33% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.22% | -0.09% | +1.06% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.21% | -0.97% | — | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.01% | — | +6.15% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.65% | +0.24% | -0.07% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.52% | -0.11% | +20.18% | |
| 18 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.40% | — | -76.74% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.39% | — | +254.13% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.37% | -0.06% | +13.20% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.31% | — | -6.87% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.29% | — | -15.75% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.27% | — | +3.95% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.26% | — | -3.85% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.25% | — | -2.94% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.24% | — | +4.05% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.23% | — | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.22% | +0.06% | -4.40% | |
| 29 | GPN | Global Payments INC | 株式-資本財 | 0.19% | — | -5.38% | |
| 30 | PICK | Ishares Msci Global Metals & | ETF-その他 | 0.18% | — | -1.91% | |
| 31 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.17% | — | +13.33% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.17% | — | +0.38% | |
| 33 | PBW | Invesco Wilderhill Clean Ene | ETF-その他 | 0.15% | — | -30.11% | |
| 34 | MMM | 3m Co | 株式-資本財 | 0.15% | — | — | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.14% | — | — | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.13% | — | -14.66% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.12% | — | — | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.12% | — | — | |
| 39 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.12% | — | — | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.11% | +0.07% | — |