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 | 11.22% | -0.35% | -6.25% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 10.41% | +0.68% | +0.53% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.69% | -0.02% | +1.54% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-その他 | 8.56% | +0.64% | +3.34% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 6.86% | -0.30% | -5.46% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.33% | -0.21% | +1.09% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.75% | +0.08% | -3.75% | |
| 8 | RWO | State Street Spdr Dow Jones | ETF-その他 | 4.18% | — | +0.51% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.73% | — | +0.25% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.68% | -0.03% | +1.54% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.46% | -0.08% | +1.81% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.38% | +0.37% | +1.38% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.07% | — | +7.01% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.84% | -0.13% | -16.59% | |
| 15 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.30% | — | -4.85% | |
| 16 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.18% | — | -0.65% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.64% | +0.38% | +13.11% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.42% | -0.18% | +0.16% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.02% | — | +9.12% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 1.01% | -0.03% | -7.51% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.97% | — | -28.50% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.87% | +0.08% | -3.42% | |
| 23 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.65% | — | +64.64% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.63% | +0.14% | -16.03% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.62% | — | +223.49% | |
| 26 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.61% | — | — | |
| 27 | MBB | Ishares Mbs ETF | ETF-その他 | 0.61% | — | +237.10% | |
| 28 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.50% | — | -25.01% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.42% | +0.07% | +0.30% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.41% | — | — | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.35% | -0.02% | +0.58% | |
| 32 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.32% | — | +42.96% | |
| 33 | VTV | Vanguard Value ETF | ETF-その他 | 0.32% | +0.01% | +0.65% | |
| 34 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.31% | -0.02% | +22.91% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.29% | +0.01% | +0.17% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | — | — | |
| 37 | AAPL | Apple INC | 株式-IT | 0.28% | +0.02% | — | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.25% | — | -0.71% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | — | — | |
| 40 | CSX | Csx CORP | 株式-資本財 | 0.20% | — | — | |
| 41 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.18% | — | +7.77% | |
| 42 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.16% | — | — | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.16% | — | +0.54% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.16% | — | +8.33% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.15% | +0.01% | +0.47% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.15% | +0.02% | -21.73% | |
| 47 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.15% | — | — | |
| 48 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.05% | — | +4.19% |