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 | 39.45% | -2.43% | -0.05% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 14.37% | -0.01% | +1.26% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 11.92% | +0.03% | +3.40% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 10.15% | +1.03% | +5.07% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 8.18% | -0.06% | +3.04% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 7.64% | — | +3.10% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.20% | +0.13% | +5.03% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.85% | -0.15% | -2.14% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.31% | +0.04% | +2.31% | |
| 10 | AAPL | Apple INC | 株式-IT | 0.28% | -0.03% | +20.48% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.22% | — | -30.58% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.21% | — | -2.37% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.20% | — | -10.34% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.18% | — | -0.84% | |
| 15 | SCYB | Schwab High Yield Bond ETF | ETF-ハイイールド債 | 0.15% | -0.14% | +9.14% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 0.15% | -0.02% | — | |
| 17 | SMBK | Smartfinancial INC | 株式-その他 | 0.11% | — | +0.43% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 0.07% | — | — | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.06% | — | — | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.06% | — | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.06% | — | +8.24% | |
| 22 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.06% | +0.02% | +2.73% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.06% | — | +1.02% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.05% | — | — |