CIK: 0001730813
申告総資産額
$3.2億
| # | 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 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 13.55% | — | +22.05% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 11.43% | -0.08% | EXIT | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 8.15% | — | +9.31% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 7.84% | -0.80% | +5.75% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 7.21% | — | +25.25% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 4.90% | — | +14.78% | |
| 7 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 4.81% | — | +28.33% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.81% | — | -19.64% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.89% | +0.05% | +7.57% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 3.87% | +0.09% | -3.02% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.65% | — | +18.84% | |
| 12 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 3.44% | — | +23.98% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 3.32% | -0.12% | -7.74% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.66% | -0.01% | +15.25% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.63% | — | +9.53% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.62% | — | +5.00% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.97% | — | -61.01% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.93% | — | -49.12% | |
| 19 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.90% | — | -21.06% | |
| 20 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.89% | — | -29.30% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.68% | +0.37% | -13.15% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.66% | — | -20.75% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.64% | — | -23.34% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.57% | — | -17.65% | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 0.51% | — | -1.37% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.50% | — | -22.22% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.46% | — | -35.55% | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.46% | — | -12.61% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.38% | — | -0.91% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.37% | -0.03% | +38.61% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.35% | -0.03% | -42.94% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.35% | -0.06% | +21.00% | |
| 33 | ✓ | 株式-その他 | 0.34% | — | -29.24% | ||
| 34 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.33% | +0.20% | — | |
| 35 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.30% | — | -9.03% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.29% | — | -6.28% | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.29% | -0.06% | EXIT | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | +0.04% | -30.93% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.24% | — | -1.75% | |
| 40 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.23% | — | — | |
| 41 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.20% | — | -34.12% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.20% | — | -1.83% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.19% | — | -31.32% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.19% | — | -15.97% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.18% | -0.01% | -4.67% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.18% | — | -20.91% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.18% | -0.04% | — |