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 | 9.87% | +0.68% | +0.11% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.25% | -0.02% | -0.78% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 7.91% | +0.64% | -1.50% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.11% | -0.35% | -5.08% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.84% | -0.30% | -3.53% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 4.43% | +0.38% | +2.45% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.95% | -0.08% | -0.57% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.78% | -0.21% | -3.89% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.71% | -0.02% | +3.97% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.54% | +0.37% | -1.93% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.31% | — | -0.85% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.24% | -0.18% | -10.21% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.93% | +0.08% | +0.49% | |
| 14 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.69% | — | +6.59% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.24% | — | -0.02% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.92% | -0.03% | -6.91% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.65% | -0.13% | -23.67% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.63% | +0.08% | +12.46% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.27% | — | -8.17% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 1.22% | -0.03% | +8.91% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.13% | — | +24.48% | |
| 22 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.92% | -0.05% | +22.21% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.90% | +0.02% | +313.06% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.77% | +0.14% | +0.07% | |
| 25 | SUB | Ishares Short-term National | ETF-その他 | 0.74% | — | -36.44% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.69% | -0.02% | +19.99% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.67% | +0.02% | +0.07% | |
| 28 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.67% | — | -9.75% | |
| 29 | MBB | Ishares Mbs ETF | ETF-その他 | 0.65% | — | +132.38% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.58% | +0.09% | -2.64% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.55% | +0.07% | -2.57% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.54% | — | +181.53% | |
| 33 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.54% | — | -32.80% | |
| 34 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.52% | — | +8.57% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.49% | — | +61.92% | |
| 36 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.49% | — | +56.01% | |
| 37 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.46% | — | +103.20% | |
| 38 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.46% | -0.02% | -4.96% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.45% | — | -11.54% | |
| 40 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.44% | — | — | |
| 41 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.42% | — | -12.61% | |
| 42 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.41% | +0.01% | +5.54% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.38% | +0.01% | -2.16% | |
| 44 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.37% | — | -18.18% | |
| 45 | CB | Chubb Limited | 株式-金融 | 0.37% | -0.08% | — | |
| 46 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.35% | — | -34.85% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.30% | — | — | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.27% | +0.01% | +30.24% | |
| 49 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.27% | — | +64.16% | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.27% | +0.05% | — |