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 | 11.78% | +0.68% | -0.89% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 9.32% | -0.02% | -1.74% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 9.06% | +0.64% | -4.44% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.16% | -0.35% | -1.01% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 5.04% | -0.30% | +9.15% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.21% | -0.21% | +6.02% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 4.18% | +0.37% | +1.45% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.82% | -0.08% | +3.33% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 3.79% | +0.38% | +17.27% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.70% | -0.02% | +3.98% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.60% | -0.18% | +9.32% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.41% | +0.08% | -27.31% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.34% | — | +8.91% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.69% | — | -2.44% | |
| 15 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.28% | — | +13.04% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.22% | -0.03% | -20.87% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.08% | -0.13% | +7.31% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.44% | +0.08% | +1.90% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.32% | — | -20.61% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.92% | — | +5.94% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.90% | +0.14% | -0.56% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.81% | — | +318.03% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.80% | — | +9.51% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 0.79% | -0.03% | +0.37% | |
| 25 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.66% | — | -6.24% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.65% | +0.02% | +0.08% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.64% | — | +36.01% | |
| 28 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.57% | — | +2.32% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.49% | +0.01% | -1.22% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.48% | — | +0.26% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.45% | +0.07% | -3.83% | |
| 32 | MBB | Ishares Mbs ETF | ETF-その他 | 0.42% | — | +0.13% | |
| 33 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.41% | -0.02% | +9.77% | |
| 34 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.41% | — | +0.30% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.40% | +0.09% | -2.99% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.37% | -0.02% | +0.29% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.36% | +0.01% | -1.90% | |
| 38 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.35% | — | +8.58% | |
| 39 | CB | Chubb Limited | 株式-金融 | 0.31% | -0.08% | -17.54% | |
| 40 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.31% | — | +0.71% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.30% | — | +0.93% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.28% | +0.02% | +7.63% | |
| 43 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.22% | — | +19.65% | |
| 44 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.21% | — | +2.99% | |
| 45 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.20% | — | +4.18% | |
| 46 | CSX | Csx CORP | 株式-資本財 | 0.19% | — | — | |
| 47 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.18% | — | +2.58% | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.18% | — | +6.61% | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.17% | +0.05% | — | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | — | +0.50% |