CIK: 0001737112
申告総資産額
$14.9億
| # | 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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 10.39% | +0.17% | +2.39% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 9.27% | -0.05% | +4.29% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 7.97% | +0.21% | -4.93% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.24% | -0.69% | -0.23% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.92% | -0.21% | -2.65% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 5.80% | -0.04% | -0.76% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.79% | — | +2.54% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 5.41% | +0.03% | +17.73% | |
| 9 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 5.17% | -0.04% | -9.55% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-その他 | 5.05% | -0.04% | -0.15% | |
| 11 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 4.64% | — | +8.26% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 4.08% | — | -1.65% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.36% | — | +4.73% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.84% | — | +10.60% | |
| 15 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.53% | — | +12.70% | |
| 16 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.60% | +0.01% | +9.57% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.48% | — | -0.83% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.47% | +0.04% | +20.20% | |
| 19 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.11% | +0.21% | +7.91% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.01% | — | +0.24% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.00% | -0.08% | +24.83% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.98% | -0.03% | -1.24% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.72% | — | -1.01% | |
| 24 | QEMM | State Street Spdr Msci Emerg | ETF-その他 | 0.59% | — | +0.27% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.59% | -0.09% | +206.90% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.41% | -0.07% | -21.92% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.36% | +0.15% | -18.98% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.30% | — | +80.18% | |
| 29 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.29% | — | -1.21% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.23% | — | -25.41% | |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.20% | — | -7.39% | |
| 32 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.17% | — | — | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.16% | — | -9.57% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.14% | — | — | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.12% | — | — | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.12% | — | -0.24% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.10% | +0.06% | +0.03% | |
| 38 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.10% | — | +0.15% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.10% | — | -1.37% | |
| 40 | SLCAUSD | US Silica Holdings INC | 株式-その他 | 0.07% | — | — | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.07% | — | — | |
| 42 | DNP | Dnp Select Income Fund INC | 株式-金融 | 0.06% | — | -10.33% |