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 | 39.51% | -2.43% | +188.57% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 12.62% | -0.01% | +107.52% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 12.23% | +0.03% | +11.21% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 10.79% | +1.03% | +212.06% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 8.74% | -0.06% | +18.29% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 7.87% | — | +14.89% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.42% | +0.13% | +0.78% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.94% | -0.15% | -17.68% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.31% | — | +0.62% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.30% | +0.04% | +0.79% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.26% | — | -27.87% | |
| 12 | AAPL | Apple INC | 株式-IT | 0.25% | -0.03% | +17.14% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.17% | — | -26.14% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.14% | — | +1.64% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 0.11% | — | — | |
| 16 | SMBK | Smartfinancial INC | 株式-その他 | 0.10% | — | +0.22% | |
| 17 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.08% | +0.02% | -0.25% | |
| 18 | PTF | Invesco Dorsey Wright Tech | ETF-テック型 | 0.06% | — | — | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.06% | — | — | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.06% | — | +0.69% |