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 | 12.53% | +0.68% | +0.36% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 9.36% | -0.35% | +0.40% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 9.22% | -0.02% | +2.59% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-その他 | 9.16% | +0.64% | +0.89% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 5.99% | -0.30% | +1.55% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.78% | +0.08% | -1.18% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.60% | -0.21% | +0.53% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 4.02% | +0.37% | +1.15% | |
| 9 | RWO | State Street Spdr Dow Jones | ETF-その他 | 3.47% | — | +0.90% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.39% | -0.08% | +1.55% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.28% | — | +2.48% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.20% | -0.03% | +0.07% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.81% | — | -2.21% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 2.20% | +0.38% | +1.03% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.19% | -0.13% | -0.76% | |
| 16 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.15% | — | +2.71% | |
| 17 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.78% | — | +0.96% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.29% | +0.08% | +2.04% | |
| 19 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.25% | -0.18% | -0.77% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.00% | — | +2.04% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 0.88% | -0.03% | +4.25% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.87% | +0.14% | +0.17% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.80% | — | +0.73% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.70% | — | +0.48% | |
| 25 | MBB | Ishares Mbs ETF | ETF-その他 | 0.57% | — | +0.60% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.56% | — | -2.01% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.56% | +0.02% | +0.27% | |
| 28 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.55% | — | +0.45% | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.54% | — | -1.36% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.44% | +0.07% | +0.12% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.40% | -0.02% | +7.53% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.38% | +0.01% | — | |
| 33 | CB | Chubb Limited | 株式-金融 | 0.36% | -0.08% | — | |
| 34 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.36% | — | -1.81% | |
| 35 | VTV | Vanguard Value ETF | ETF-その他 | 0.36% | +0.01% | -2.75% | |
| 36 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.34% | — | +1.66% | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.30% | — | +1.10% | |
| 38 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.30% | -0.02% | +0.01% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.30% | +0.09% | +8.36% | |
| 40 | FSKR | Fs Kkr Capital CORP Ii | 株式-その他 | 0.25% | — | — | |
| 41 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.22% | — | +2.58% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.22% | — | — | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | — | +0.08% | |
| 44 | CSX | Csx CORP | 株式-資本財 | 0.20% | — | — | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.20% | — | +1.29% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.19% | — | +1.38% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.18% | -0.02% | +14.65% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.16% | +0.05% | — | |
| 49 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.15% | — | +7.41% | |
| 50 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.14% | — | +3.32% |