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 | 11.10% | +0.68% | +0.96% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 9.79% | -0.02% | -0.68% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 9.72% | +0.64% | -5.93% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.43% | -0.35% | -9.61% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.82% | +0.08% | -2.74% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.74% | -0.30% | -12.93% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 4.28% | +0.37% | -2.98% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.11% | -0.21% | +4.33% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.64% | -0.08% | +1.19% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.32% | -0.18% | +200.69% | |
| 11 | RWO | State Street Spdr Dow Jones | ETF-その他 | 3.30% | — | -7.80% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.15% | — | +3.26% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.97% | -0.03% | -5.88% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.94% | — | +0.50% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 2.63% | +0.38% | +1.13% | |
| 16 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.05% | — | +5.81% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.00% | -0.13% | +2.49% | |
| 18 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.81% | — | -2.24% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.52% | +0.08% | -1.93% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.88% | +0.14% | +0.09% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.86% | — | +1.94% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 0.84% | -0.03% | -11.27% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.73% | -0.02% | +79.96% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.72% | — | +0.16% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.62% | +0.02% | +0.09% | |
| 26 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.53% | — | -3.61% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.51% | — | +8.45% | |
| 28 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.48% | — | +2.68% | |
| 29 | MBB | Ishares Mbs ETF | ETF-その他 | 0.46% | — | +0.18% | |
| 30 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.46% | +0.01% | +5.38% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.45% | +0.07% | -0.55% | |
| 32 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.44% | — | -13.46% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.40% | +0.09% | +12.72% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.39% | +0.01% | +0.38% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.38% | -0.02% | -0.64% | |
| 36 | CB | Chubb Limited | 株式-金融 | 0.37% | -0.08% | — | |
| 37 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.34% | -0.02% | +7.80% | |
| 38 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.33% | — | +4.99% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.33% | — | +0.26% | |
| 40 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.32% | — | -2.40% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | — | — | |
| 42 | CSX | Csx CORP | 株式-資本財 | 0.23% | — | — | |
| 43 | ES | Eversource Energy | 株式-公益事業 | 0.22% | — | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.21% | +0.02% | +35.22% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | — | +4.40% | |
| 46 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.20% | — | +3.24% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.19% | — | — | |
| 48 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.19% | — | +1.21% | |
| 49 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.18% | — | +2.95% | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.18% | — | +17.40% |