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 | 9.12% | -0.05% | +1.15% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 8.70% | +0.17% | +14.29% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 7.82% | +0.21% | +2.41% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.34% | -0.21% | -9.02% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 6.95% | +0.03% | +24.06% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.09% | -0.69% | +1.34% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-その他 | 5.22% | -0.04% | +2.75% | |
| 8 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 4.27% | — | +13.74% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.16% | -0.04% | -1.92% | |
| 10 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 3.77% | -0.04% | -4.82% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.40% | — | +10.89% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.14% | — | +9.61% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.00% | — | +7.85% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.38% | +0.04% | +36.43% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.33% | — | -22.80% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.29% | -0.08% | +24.46% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.09% | +0.01% | +27.09% | |
| 18 | ✓ | Ishares Tr | 株式-その他 | 1.81% | — | +20.50% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.63% | — | -0.23% | |
| 20 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.25% | — | -29.48% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.21% | — | -1.75% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.12% | +0.01% | -3.50% | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.84% | — | -9.06% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.82% | +0.21% | -6.85% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.82% | -0.03% | -1.40% | |
| 26 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.73% | -0.02% | -45.74% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.65% | — | -9.28% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.62% | — | -9.71% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.53% | +0.03% | -5.73% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.46% | — | +3.77% | |
| 31 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.45% | — | +8.54% | |
| 32 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.45% | -0.01% | +4.58% | |
| 33 | QEMM | State Street Spdr Msci Emerg | ETF-その他 | 0.44% | — | +0.73% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.43% | -0.07% | +36.09% | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.41% | — | +119.69% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.35% | -0.09% | +53.54% | |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.32% | — | +22.91% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.27% | -0.02% | +0.41% | |
| 39 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.20% | — | -20.14% | |
| 40 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.18% | — | -1.82% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.15% | — | +0.93% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.15% | +0.15% | +26.52% | |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.15% | — | +1.35% | |
| 44 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.14% | — | -1.37% | |
| 45 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.13% | — | +6.33% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.12% | — | — | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.11% | +0.06% | -1.94% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.10% | — | -92.01% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.10% | — | -92.58% | |
| 50 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.09% | — | +0.30% |