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 | 10.81% | +0.68% | -3.28% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 10.35% | -0.35% | -2.50% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 8.92% | +0.64% | -2.47% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.64% | -0.02% | -2.18% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 6.40% | -0.30% | -2.27% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.00% | -0.21% | -1.17% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.89% | +0.08% | -1.85% | |
| 8 | RWO | State Street Spdr Dow Jones | ETF-その他 | 4.32% | — | -1.04% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.74% | -0.03% | -1.06% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.67% | +0.37% | -1.60% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.64% | — | -1.00% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.46% | -0.08% | -2.19% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.14% | — | +0.03% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.64% | -0.13% | -0.84% | |
| 15 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.20% | — | +0.74% | |
| 16 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.17% | — | -2.48% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.71% | +0.38% | -3.11% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.34% | -0.18% | -1.11% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.01% | — | +1.59% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 0.96% | -0.03% | +0.40% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.92% | +0.08% | +0.29% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.92% | — | +0.31% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.68% | +0.14% | +0.08% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.63% | — | +3.49% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.58% | — | +0.38% | |
| 26 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.58% | — | +0.04% | |
| 27 | MBB | Ishares Mbs ETF | ETF-その他 | 0.58% | — | +0.54% | |
| 28 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.47% | — | +0.41% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.44% | +0.07% | -1.19% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.41% | — | +4.57% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.36% | -0.02% | — | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.34% | +0.01% | +3.19% | |
| 33 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.33% | -0.02% | +1.94% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.33% | +0.01% | +2.82% | |
| 35 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.32% | — | +0.79% | |
| 36 | AAPL | Apple INC | 株式-IT | 0.31% | +0.02% | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | — | — | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.25% | — | +0.22% | |
| 39 | CSX | Csx CORP | 株式-資本財 | 0.23% | — | — | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | — | — | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.19% | +0.02% | +23.10% | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.18% | — | +5.82% | |
| 43 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.17% | — | -4.40% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.16% | — | — | |
| 45 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.16% | — | +1.10% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.16% | +0.01% | +0.19% | |
| 47 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.14% | — | +0.82% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.14% | +0.05% | — | |
| 49 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.14% | — | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.13% | — | — |