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 | 9.71% | +0.68% | -0.20% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.86% | -0.02% | +2.89% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 7.84% | +0.64% | +9.29% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.42% | -0.35% | -6.63% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 5.02% | -0.30% | -5.33% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 4.26% | +0.38% | +32.54% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.02% | -0.08% | -1.58% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.85% | -0.21% | -9.00% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.84% | -0.02% | +8.09% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.67% | -0.18% | +3.95% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.45% | +0.37% | +7.50% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.25% | — | +5.15% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.90% | +0.08% | -1.44% | |
| 14 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.43% | — | +4.47% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.38% | — | -11.31% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.17% | -0.13% | +16.30% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.08% | -0.03% | +1.48% | |
| 18 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.44% | — | +0.83% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.41% | +0.08% | -14.85% | |
| 20 | SUB | Ishares Short-term National | ETF-その他 | 1.12% | — | — | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 1.11% | -0.03% | +14.31% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.88% | — | +369.96% | |
| 23 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.84% | — | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.76% | +0.14% | +0.07% | |
| 25 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.73% | -0.05% | — | |
| 26 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.73% | — | +2.70% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.63% | +0.02% | +0.06% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.60% | +0.09% | +20.80% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.58% | -0.02% | -30.36% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.55% | +0.07% | -30.65% | |
| 31 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.53% | — | +11.52% | |
| 32 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.51% | — | -11.89% | |
| 33 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.51% | -0.02% | +13.87% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.50% | — | -27.29% | |
| 35 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.48% | — | — | |
| 36 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.44% | — | +19.13% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.39% | +0.01% | +3.32% | |
| 38 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.38% | +0.01% | -1.39% | |
| 39 | CB | Chubb Limited | 株式-金融 | 0.37% | -0.08% | — | |
| 40 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.37% | — | -20.08% | |
| 41 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.33% | — | -2.12% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.33% | — | -60.77% | |
| 43 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.31% | — | — | |
| 44 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.31% | — | -2.45% | |
| 45 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.30% | — | +88.28% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.30% | — | -69.77% | |
| 47 | MBB | Ishares Mbs ETF | ETF-その他 | 0.28% | — | -44.23% | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.28% | — | +1.19% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.26% | — | +111.06% | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.26% | +0.05% | — |