CIK: 0001683754
申告総資産額
$3.8億
| # | 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 | 11.27% | -0.35% | -0.30% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 10.40% | +0.68% | -0.29% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 9.70% | -0.02% | +1.01% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-その他 | 9.03% | +0.64% | +1.08% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 7.12% | -0.30% | +2.30% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.25% | +0.08% | -0.97% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.78% | -0.21% | +1.31% | |
| 8 | RWO | State Street Spdr Dow Jones | ETF-その他 | 4.31% | — | +0.85% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.08% | -0.03% | -1.09% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.65% | — | +2.44% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 3.47% | -0.13% | -0.30% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.29% | — | +0.99% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.25% | -0.08% | +1.97% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.24% | +0.37% | +2.16% | |
| 15 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.29% | — | -0.63% | |
| 16 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.25% | — | +3.52% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.36% | — | +1.87% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.27% | -0.18% | -2.69% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 1.25% | +0.38% | +2.30% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 1.06% | -0.03% | +0.51% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.96% | +0.08% | +0.97% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.74% | — | +4.65% | |
| 23 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.74% | — | +0.11% | |
| 24 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.66% | — | +0.63% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.46% | +0.07% | -1.05% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.35% | +0.01% | +0.29% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.34% | -0.02% | +1.47% | |
| 28 | AAPL | Apple INC | 株式-IT | 0.28% | +0.02% | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.27% | — | — | |
| 30 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.26% | — | +0.37% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | — | +0.08% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.23% | +0.01% | -3.15% | |
| 33 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.20% | — | +0.84% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.19% | — | — | |
| 35 | CSX | Csx CORP | 株式-資本財 | 0.17% | — | — | |
| 36 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.17% | -0.02% | +19.03% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.16% | — | +0.17% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.16% | +0.01% | +0.44% | |
| 39 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.15% | — | +5.83% | |
| 40 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.15% | — | — | |
| 41 | BSCZ | Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF | ETF-投資適格社債 | 0.14% | — | +11.43% | |
| 42 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.14% | — | +11.42% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.14% | — | -4.76% | |
| 44 | D | Dominion Energy INC | 株式-公益事業 | 0.13% | — | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.13% | — | — | |
| 46 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.12% | — | +2.10% |