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 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 11.27% | +0.68% | +2.99% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 10.78% | -0.35% | -0.18% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 9.25% | +0.64% | +0.30% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.89% | -0.02% | +2.83% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 6.53% | -0.30% | +1.44% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.26% | +0.08% | +0.28% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.82% | -0.21% | +1.57% | |
| 8 | RWO | State Street Spdr Dow Jones | ETF-その他 | 4.06% | — | +1.28% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.77% | +0.37% | +3.78% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.76% | -0.03% | -3.81% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.60% | — | +1.81% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.45% | -0.08% | +3.61% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 3.06% | -0.13% | -5.29% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.00% | — | +0.02% | |
| 15 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.33% | — | +4.02% | |
| 16 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.14% | — | -4.16% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.58% | +0.38% | +1.62% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.30% | -0.18% | -3.33% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.23% | — | +2.91% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.00% | +0.08% | +0.28% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 0.99% | -0.03% | +3.95% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.86% | — | +1.89% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.82% | +0.14% | -0.28% | |
| 24 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.61% | — | +0.12% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.45% | +0.07% | -8.64% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.36% | +0.02% | — | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.36% | -0.02% | +0.94% | |
| 28 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.35% | — | +0.29% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.33% | +0.01% | — | |
| 30 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.31% | +0.01% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.27% | — | — | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.25% | — | +0.20% | |
| 33 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.25% | -0.02% | +1.23% | |
| 34 | CSX | Csx CORP | 株式-資本財 | 0.22% | — | — | |
| 35 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.22% | — | +9.44% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | — | — | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.20% | +0.02% | — | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.17% | +0.01% | +0.19% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.17% | — | +0.46% | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.17% | — | — | |
| 41 | MBB | Ishares Mbs ETF | ETF-その他 | 0.16% | — | — | |
| 42 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.15% | — | +2.51% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.15% | — | — | |
| 44 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.15% | — | +1.19% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.15% | — | -0.50% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.13% | — | +0.13% | |
| 47 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 0.13% | — | — | |
| 48 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.13% | — | — | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.13% | — | — | |
| 50 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.05% | — | +2.47% |