CIK: 0001762294
申告総資産額
$4.3億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 49.66% | -2.43% | +0.92% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 12.85% | -0.01% | +2.73% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 11.42% | — | +2.38% | |
| 4 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 9.55% | — | -4.84% | |
| 5 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 5.37% | — | +3.11% | |
| 6 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 5.25% | — | +2.36% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.85% | — | +185.47% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.08% | — | -3.28% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.88% | — | +0.04% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.56% | +0.04% | -0.97% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.39% | — | +0.55% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.27% | — | +1.08% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.17% | — | +0.54% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.17% | — | +2.04% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.15% | +0.13% | -39.88% | |
| 16 | SMBK | Smartfinancial INC | 株式-その他 | 0.15% | — | +0.22% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.12% | -0.03% | — | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.11% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +1.2% | +185.47% | 増加 |
| 2 | SCHB | Schwab US Broad Market ETF | +0.7% | +0.92% | 増加 |
| 3 | SCHA | Schwab US Small-cap ETF | +0.3% | +2.38% | 増加 |
| 4 | SCHF | Schwab Intl Equity ETF | +0.1% | +2.73% | 増加 |
| 5 | SMBK | Smartfinancial INC | 0% | +0.22% | 増加 |
| 6 | SCZ | Ishares Msci Eafe Small-cap | 0% | +2.04% | 増加 |
| 7 | VTI | Vanguard Total Stock Mkt ETF | — | +0.55% | 増加 |
| 8 | VEU | Vanguard Ftse All-world Ex-u | — | +1.08% | 増加 |
| 9 | VB | Vanguard Small-cap ETF | — | +0.54% | 増加 |
| 10 | SCHM | Schwab US Mid Cap ETF | 0% | +0.04% | 増加 |
| 11 | VIG | Vanguard Dividend Apprec ETF | 0% | -0.97% | 減少 |
| 12 | IJR | Ishares Core S&p Small-cap E | -0.1% | -39.88% | 減少 |
| 13 | MUB | Ishares National Muni Bond E | -0.1% | -3.28% | 減少 |
| 14 | HYLB | Xtrackers Usd High Yield Cor | -0.2% | +3.11% | 増加 |
| 15 | IAGG | Ishares Intl Aggregate Bond | -0.4% | +2.36% | 増加 |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | -1.3% | -4.84% | 減少 |
| 17 | UCB | United Community Banks/ga | — | EXIT | 全売却 |
| 18 | AAPL | Apple INC | — | NEW | 新規購入 |
| 19 | SCHX | Schwab US Large-cap ETF | — | NEW | 新規購入 |