CIK: 0002133972
申告総資産額
$1.2億
| # | 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 | VB | Vanguard Small-cap ETF | ETF-その他 | 11.71% | +0.09% | -0.18% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.96% | +0.04% | +2.91% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 10.16% | -2.68% | +1.43% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 9.93% | -0.55% | -0.10% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 9.03% | -0.01% | +1.47% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-その他 | 8.27% | +0.62% | +2.69% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 7.74% | +3.65% | -0.86% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.46% | -0.15% | -2.39% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 6.01% | -1.60% | +2.68% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.81% | +0.14% | +3.53% | |
| 11 | SCHH | Schwab US Reit ETF | ETF-その他 | 3.73% | +0.20% | +6.77% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.05% | +0.21% | +3.28% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.85% | -0.05% | -0.65% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.70% | -0.08% | -4.33% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.16% | -0.01% | +2.40% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.32% | +0.16% | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.26% | -0.01% | -0.63% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.23% | +0.06% | +24.66% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 0.15% | -0.03% | — | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.14% | -0.01% | +0.78% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.09% | — | +1.65% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.06% | -0.01% | — | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.05% | -0.01% | -32.31% | |
| 24 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.05% | -0.05% | EXIT | |
| 25 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.05% | — | +1.36% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.03% | — | +1.90% |