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 | 36.99% | -2.43% | -0.84% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 13.41% | -0.01% | +1.65% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 11.78% | +0.03% | — | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 11.45% | +1.03% | — | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 8.86% | -0.06% | — | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 8.04% | — | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.49% | +0.13% | +0.68% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.42% | -0.15% | -87.47% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.99% | — | -96.74% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.36% | +0.04% | -21.98% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.31% | — | -1.06% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.30% | — | -48.41% | |
| 13 | AAPL | Apple INC | 株式-IT | 0.22% | -0.03% | +0.05% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.16% | — | +1.23% | |
| 15 | SMBK | Smartfinancial INC | 株式-その他 | 0.12% | — | +0.24% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 0.08% | +0.01% | NEW |