CIK: 0001727917
申告総資産額
$3.9億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.18% | -0.24% | -6.17% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.85% | — | -3.31% | |
| 3 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 6.70% | — | -0.60% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-その他 | 5.91% | +0.14% | -4.70% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.48% | +0.09% | -3.96% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.16% | -0.10% | -7.82% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.88% | -0.39% | +1.19% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.71% | — | -3.35% | |
| 9 | WPC | Wp Carey INC | 株式-不動産 | 2.42% | — | -25.95% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.21% | — | -0.14% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.14% | +0.09% | +10.35% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.08% | -0.10% | — | |
| 13 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.92% | — | +5.43% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.88% | — | +31.66% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.85% | — | -0.83% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.83% | -0.06% | +1.09% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.75% | -0.08% | +7.90% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.66% | — | -0.61% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.54% | — | -12.00% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.39% | — | +6.97% | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.36% | — | +0.38% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.31% | — | +39.14% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 1.21% | -0.28% | +7.97% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.12% | -0.19% | +5.78% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.10% | — | -5.72% | |
| 26 | RWO | State Street Spdr Dow Jones | ETF-その他 | 1.08% | — | +9.25% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.95% | -0.06% | -1.29% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.95% | -0.19% | +2.15% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.94% | — | -2.34% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.92% | — | +6.28% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.82% | — | +13.57% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | +0.05% | +0.04% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.79% | — | +3.46% | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.66% | — | -4.24% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.66% | — | — | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.66% | — | — | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.65% | -0.46% | +27.28% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.58% | — | +2.21% | |
| 39 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.58% | — | +19.77% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.55% | — | -4.67% | |
| 41 | BA | Boeing Co/the | 株式-資本財 | 0.55% | — | +14.30% | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.54% | — | — | |
| 43 | POWR | Ishares US Power Infrastruct | ETF-その他 | 0.51% | — | -0.48% | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.48% | +0.10% | -24.48% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.48% | — | -3.56% | |
| 46 | INTC | Intel CORP | 株式-IT | 0.46% | — | -0.06% | |
| 47 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.45% | — | — | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.45% | +0.16% | -2.87% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.45% | — | — | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.44% | -0.07% | +4.18% |