CIK: 0001910934
申告総資産額
$1.3億
上位200銘柄を表示中(全263銘柄)
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 14.43% | -0.93% | -3.39% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.43% | +0.06% | -10.11% | |
| 3 | SUB | Ishares Short-term National | ETF-その他 | 7.38% | -0.02% | -7.99% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.53% | -0.32% | -1.27% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 4.73% | -0.04% | -6.87% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.72% | +0.21% | +5.61% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.56% | +0.20% | +9.62% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.91% | +0.04% | -0.05% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.39% | -0.02% | -48.91% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.16% | -0.06% | -12.52% | |
| 11 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 2.07% | -0.05% | -30.35% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.06% | +0.13% | +4.41% | |
| 13 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 2.05% | — | — | |
| 14 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 2.04% | — | — | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.92% | -0.02% | -7.49% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.86% | +0.09% | +36.49% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.82% | +0.03% | -0.08% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.50% | +0.06% | -19.18% | |
| 19 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 1.48% | +0.08% | -8.76% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.41% | -0.03% | -9.61% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.27% | — | -29.95% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 1.12% | — | +4.65% | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.12% | +0.04% | — | |
| 24 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 1.04% | -0.02% | -14.67% | |
| 25 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.93% | -0.04% | -2.56% | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.86% | — | +37.23% | |
| 27 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.79% | — | +37.53% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.69% | -0.04% | -8.43% | |
| 29 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.69% | — | — | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.68% | — | — | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.68% | -0.17% | — | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.65% | +0.02% | -14.43% | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.64% | -0.04% | +0.17% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.62% | +0.01% | +14.07% | |
| 35 | AVDE | Avantis International Equity | ETF-その他 | 0.56% | +0.16% | — | |
| 36 | XPO | Xpo INC | 株式-資本財 | 0.55% | +0.29% | -2.86% | |
| 37 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.47% | — | +1364.71% | |
| 38 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 0.45% | — | -34.56% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.44% | -0.02% | -12.92% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.44% | — | — | |
| 41 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.43% | — | -46.05% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.42% | +0.01% | +65.19% | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.41% | — | +0.54% | |
| 44 | DFAI | Dimensional International Co | ETF-その他 | 0.39% | +0.18% | +307.35% | |
| 45 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-その他 | 0.38% | — | — | |
| 46 | CMF | Ishares California Muni Bond | ETF-その他 | 0.37% | — | -40.82% | |
| 47 | GXO | Gxo Logistics INC | 株式-資本財 | 0.36% | — | -3.44% | |
| 48 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.36% | — | -8.17% | |
| 49 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 0.33% | — | — | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.32% | — | -24.40% |