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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 9.14% | -0.05% | +27.57% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 9.02% | +0.17% | +8.37% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.75% | -0.21% | +52.18% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 7.90% | +0.21% | +28.64% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.85% | -0.69% | +14.11% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 5.95% | +0.03% | +35.15% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.41% | — | +19.61% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-その他 | 5.16% | -0.04% | +33.18% | |
| 9 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 4.86% | -0.04% | +15.37% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.75% | -0.04% | +0.55% | |
| 11 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 4.54% | — | +21.53% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.37% | — | +3.43% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.12% | — | +21.01% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.09% | — | +40.40% | |
| 15 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.24% | — | +14.26% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.91% | — | +60.46% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.68% | +0.04% | +41.15% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.66% | +0.01% | +31.15% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.22% | -0.08% | +46.48% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.04% | — | +30.74% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.96% | +0.21% | +13.69% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.89% | -0.03% | +19.37% | |
| 23 | ✓ | Ishares Tr | 株式-その他 | 0.79% | — | — | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.74% | — | +30.04% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.63% | -0.09% | +40.27% | |
| 26 | QEMM | State Street Spdr Msci Emerg | ETF-その他 | 0.47% | — | +1.92% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.38% | -0.07% | +139.50% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.27% | — | +15.52% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.25% | — | — | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.24% | — | — | |
| 31 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.23% | — | +3.67% | |
| 32 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.22% | -0.02% | — | |
| 33 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.19% | — | +119.75% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.18% | +0.15% | -34.93% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.17% | -0.12% | — | |
| 36 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.17% | — | +9.99% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.16% | — | — | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.14% | — | — | |
| 39 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.13% | — | — | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.12% | — | +1.63% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.11% | — | — | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.11% | — | — | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.11% | — | -5.15% | |
| 44 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.11% | — | — | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.09% | — | — | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.09% | — | +5.40% | |
| 47 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.08% | — | +2.21% | |
| 48 | VTV | Vanguard Value ETF | ETF-その他 | 0.08% | +0.06% | -5.29% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.06% | — | +0.33% | |
| 50 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.05% | — | — |