CIK: 0001767710
申告総資産額
$4.2億
| # | 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 | JPM | Jpmorgan Chase & Co | 株式-金融 | 19.46% | -2.02% | +0.00% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.36% | -0.14% | +4.46% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.07% | -0.36% | +3.74% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.86% | +0.18% | +7.09% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.72% | +0.25% | +4.82% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.18% | +0.18% | +5.26% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.93% | +0.05% | +5.17% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.82% | +0.10% | +2.05% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.96% | — | -1.18% | |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.94% | — | +28.55% | |
| 11 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.85% | — | +19.98% | |
| 12 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.78% | +0.02% | +3.53% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.72% | +0.08% | +2.54% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.60% | — | +4.49% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.59% | +0.04% | +3.37% | |
| 16 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.55% | — | +4.07% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.31% | +0.08% | +0.94% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.31% | -0.01% | +0.19% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.27% | — | +4.11% | |
| 20 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 1.19% | — | +127.89% | |
| 21 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.18% | +0.02% | +127.54% | |
| 22 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 1.18% | +0.08% | +125.64% | |
| 23 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 1.17% | +0.06% | +127.91% | |
| 24 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 1.15% | +0.07% | +128.46% | |
| 25 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 1.13% | +0.11% | +129.93% | |
| 26 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.08% | — | +4.33% | |
| 27 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.07% | +0.02% | -3.08% | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.92% | +0.11% | +1.29% | |
| 29 | ✓ | Ishares | 株式-その他 | 0.85% | — | -17.61% | |
| 30 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.83% | — | +25.79% | |
| 31 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.82% | +0.05% | +8.40% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.77% | +0.07% | +8.78% | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.70% | — | +1.10% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.67% | — | -81.19% | |
| 35 | SUB | Ishares Short-term National | ETF-その他 | 0.59% | — | +18.18% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.55% | -0.01% | +0.01% | |
| 37 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.54% | — | +32.68% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.54% | +0.02% | +0.47% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.53% | -0.08% | -0.16% | |
| 40 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.44% | — | -34.48% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.37% | -0.11% | +0.06% | |
| 42 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.37% | — | +10.25% | |
| 43 | AAPL | Apple INC | 株式-IT | 0.36% | -0.03% | +0.10% | |
| 44 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.32% | — | +0.45% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.30% | — | +9.22% | |
| 46 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.29% | — | +1.93% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.27% | — | +1.72% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.27% | — | +0.50% | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.26% | — | +0.40% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.26% | — | +0.10% |