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 | 13.80% | — | +2.37% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 11.41% | -0.08% | EXIT | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 8.63% | — | +6.36% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 8.01% | -0.80% | +2.10% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 7.36% | — | +4.94% | |
| 6 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 5.10% | — | +6.97% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 5.06% | — | +2.18% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.49% | — | -5.37% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.85% | +0.05% | +3.11% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.70% | — | +0.38% | |
| 11 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 3.51% | — | +5.88% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 3.49% | +0.09% | -9.20% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 3.29% | -0.12% | -1.42% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.72% | -0.01% | +0.45% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.73% | — | +8.00% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.67% | — | +5.74% | |
| 17 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.87% | — | -2.43% | |
| 18 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.84% | — | -3.26% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.75% | — | -17.83% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.67% | — | -29.89% | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.65% | — | -2.73% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.64% | +0.37% | -2.24% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.62% | — | -1.71% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.56% | — | -0.88% | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 0.50% | — | -1.57% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.48% | — | -0.20% | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.44% | — | — | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.39% | — | -11.24% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.38% | -0.06% | +13.17% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.36% | -0.03% | -5.29% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.34% | -0.03% | -0.28% | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.32% | +0.20% | — | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.32% | — | -14.16% | |
| 34 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.29% | — | +0.22% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.29% | — | — | |
| 36 | ✓ | 株式-その他 | 0.28% | — | -12.82% | ||
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.25% | -0.06% | EXIT | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | +0.04% | — | |
| 39 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.23% | — | — | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.22% | -0.04% | +19.18% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.22% | — | -8.37% | |
| 42 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.20% | — | +3.15% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.18% | — | -4.87% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.18% | -0.01% | -2.45% | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.18% | — | -4.81% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.14% | — | -25.11% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.14% | — | -28.85% |