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 | 11.43% | +0.68% | +3.05% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.42% | -0.02% | +3.17% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 7.90% | +0.64% | +3.77% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.95% | -0.35% | +6.83% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 4.71% | +0.38% | -0.36% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.15% | -0.30% | +4.69% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.80% | -0.08% | +1.70% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.68% | +0.37% | +4.25% | |
| 9 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 3.43% | -0.24% | +3.95% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.37% | -0.02% | +4.30% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.27% | -0.21% | +4.20% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.87% | +0.08% | -0.22% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.68% | -0.18% | +4.75% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.37% | — | +0.43% | |
| 15 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.36% | — | +4.84% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.76% | -0.03% | -0.97% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.57% | +0.08% | +0.36% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.43% | +0.02% | +2.69% | |
| 19 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.43% | -0.13% | +1.94% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.11% | — | -2.01% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.07% | — | -2.23% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 1.02% | -0.03% | +0.31% | |
| 23 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.89% | -0.05% | +0.20% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.89% | — | -2.81% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.86% | +0.14% | +0.07% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.78% | +0.02% | +0.07% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.77% | — | +4.87% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.75% | -0.02% | -0.18% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.69% | +0.07% | -1.31% | |
| 30 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.65% | — | +0.20% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.65% | +0.09% | +31.03% | |
| 32 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.58% | — | +2.42% | |
| 33 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.55% | -0.02% | +2.14% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.55% | — | +0.63% | |
| 35 | MBB | Ishares Mbs ETF | ETF-その他 | 0.49% | — | +0.12% | |
| 36 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.43% | +0.01% | +4.33% | |
| 37 | SUB | Ishares Short-term National | ETF-その他 | 0.43% | — | +31.59% | |
| 38 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.41% | — | +0.55% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.40% | — | -0.85% | |
| 40 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.37% | — | +23.16% | |
| 41 | VTV | Vanguard Value ETF | ETF-その他 | 0.36% | +0.01% | +0.69% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.33% | — | +31.85% | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.33% | — | +3.79% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.32% | +0.05% | — | |
| 45 | CB | Chubb Limited | 株式-金融 | 0.31% | -0.08% | — | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.30% | — | +0.64% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.29% | +0.03% | +0.02% | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.28% | — | +1.19% | |
| 49 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.27% | — | +0.70% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.26% | +0.01% | +10.77% |