CIK: 0002008540
申告総資産額
$2.1億
| # | 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 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 21.36% | -1.44% | +6.07% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 13.21% | +0.48% | -3.38% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 10.18% | -0.48% | +4.78% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 8.48% | -0.53% | -2.48% | |
| 5 | GSSC | Goldman Sachs Activebeta US | ETF-コモディティ | 6.94% | +0.83% | -0.10% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 6.04% | -0.39% | +6.63% | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 5.87% | +0.09% | -1.13% | |
| 8 | DISV | Dimensional International Sm | ETF-その他 | 5.07% | -0.31% | -1.47% | |
| 9 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 5.06% | +0.34% | +0.84% | |
| 10 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 4.39% | +0.12% | +6.39% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 4.28% | +1.25% | +3.08% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.89% | +0.04% | -2.98% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.38% | +0.07% | +20.12% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.93% | +0.03% | +10.98% | |
| 15 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.90% | -0.07% | +469.69% | |
| 16 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.68% | +0.02% | +40.11% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.68% | -0.01% | +7.81% | |
| 18 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.34% | +0.08% | +48.72% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.27% | +0.08% | +61.23% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.20% | -0.03% | -15.97% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.19% | -0.01% | -17.88% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.18% | -0.01% | +27.17% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.18% | -0.01% | — | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.17% | -0.17% | EXIT | |
| 25 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 0.15% | — | — |