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 | 10.36% | +0.30% | -1.84% | |
| 2 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 7.57% | +0.08% | +0.06% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 5.67% | -0.01% | +2.81% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.59% | -0.07% | -3.46% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.56% | -0.12% | -2.85% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.83% | -0.16% | -3.43% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 4.21% | -0.59% | +18.53% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 4.12% | -0.55% | +7.26% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.84% | +0.15% | +6.52% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 3.17% | -0.06% | -3.28% | |
| 11 | DFAI | Dimensional International Co | ETF-その他 | 2.90% | +0.82% | +22.75% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.72% | -0.19% | -1.58% | |
| 13 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.58% | -0.04% | -18.31% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.47% | +0.33% | +6.94% | |
| 15 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 2.12% | +0.29% | +7.61% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.10% | -0.04% | +4.27% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.90% | -0.17% | +0.65% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.90% | -0.25% | +25.85% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.83% | +0.12% | -1.58% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.82% | -0.20% | -1.57% | |
| 21 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.73% | +0.43% | +12.03% | |
| 22 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.63% | -0.23% | -0.12% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.32% | — | -1.84% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.24% | -0.37% | -0.18% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.23% | — | -4.30% | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.08% | +0.03% | +5.17% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.80% | +0.03% | +14.96% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.74% | — | -5.16% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.72% | -0.08% | +2.44% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.71% | — | +1.78% | |
| 31 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.70% | — | — | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.67% | -0.02% | -1.33% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.61% | +0.05% | -1.11% | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.59% | — | +2.01% | |
| 35 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.56% | — | +11.03% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | -0.03% | — | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.52% | — | -3.14% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | — | -5.56% | |
| 39 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.45% | -0.03% | -17.03% | |
| 40 | FPEI | First Trust Institutional Pr | ETF-その他 | 0.41% | — | +3.20% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.39% | — | -1.06% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.35% | — | +2.10% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.34% | -0.02% | +0.04% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.33% | — | +48.91% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.32% | — | +26.48% | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.28% | — | — | |
| 47 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.27% | — | -0.07% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.27% | +0.03% | +0.40% | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.26% | — | -4.81% | |
| 50 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 0.25% | — | +60.62% |