CIK: 0001910636
申告総資産額
$3.0億
| # | 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 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 10.40% | +0.30% | +18.12% | |
| 2 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 8.00% | +0.08% | +9.70% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.51% | -0.12% | +6.84% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 6.11% | -0.07% | +10.63% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 5.76% | -0.01% | +19.04% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.07% | -0.16% | +23.27% | |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 4.15% | -0.04% | -10.40% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 3.30% | -0.06% | +24.90% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.30% | +0.15% | +28.54% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.25% | -0.55% | +56.05% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.76% | -0.19% | +6.14% | |
| 12 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 2.68% | -0.59% | +274.47% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.31% | -0.04% | +14.32% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.16% | +0.33% | +22.55% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.16% | +0.12% | +11.74% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 2.14% | -0.17% | +29.47% | |
| 17 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.89% | +0.29% | +38.71% | |
| 18 | DFAI | Dimensional International Co | ETF-その他 | 1.82% | +0.82% | +26.03% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.82% | -0.20% | +2.74% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.79% | -0.23% | +5.13% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.41% | — | +28.28% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.32% | — | +14.55% | |
| 23 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.26% | +0.43% | +216.47% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.17% | -0.37% | +2.51% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.13% | -0.25% | +38.11% | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.06% | +0.03% | +12.43% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.90% | +0.03% | -2.29% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.86% | — | +15.47% | |
| 29 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.83% | -0.03% | +0.22% | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.82% | — | +3.60% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.75% | -0.08% | +27.19% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.70% | — | +66.40% | |
| 33 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.70% | — | +12.58% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.68% | -0.02% | +10.86% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.61% | +0.05% | +14.53% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | -0.03% | +13.09% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.53% | — | +30.07% | |
| 38 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.48% | — | +62.50% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.46% | — | +24.69% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | — | -4.68% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.39% | — | +19.76% | |
| 42 | FPEI | First Trust Institutional Pr | ETF-その他 | 0.39% | — | +9.13% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.35% | — | +48.81% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.34% | -0.02% | +4.47% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.34% | — | -21.05% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.34% | +0.03% | +5.49% | |
| 47 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.28% | — | +0.17% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.27% | — | +122.10% | |
| 49 | AAPL | Apple INC | 株式-IT | 0.26% | — | +27.08% | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.24% | — | +1.23% |