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 | BND | Vanguard Total Bond Market | ETF-その他 | 9.24% | +0.21% | +11.73% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 8.70% | +0.17% | +0.77% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 7.75% | +0.03% | +5.98% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.65% | -0.05% | -14.22% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.30% | -0.21% | -0.80% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.11% | -0.69% | +0.45% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.02% | -0.04% | -1.10% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.94% | -0.04% | -14.56% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.49% | — | +0.91% | |
| 10 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 3.37% | -0.04% | -8.36% | |
| 11 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 3.21% | — | -9.07% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.82% | — | -0.56% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.60% | +0.21% | +60.22% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.32% | — | -19.39% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.31% | -0.08% | -2.78% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.26% | +0.04% | -8.36% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.01% | -0.07% | +84.89% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.71% | +0.01% | -1.81% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.58% | — | -15.96% | |
| 20 | ✓ | Ishares Tr | 株式-その他 | 1.55% | — | -6.20% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.54% | — | -0.99% | |
| 22 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.21% | +0.10% | +44.78% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.13% | — | +1.66% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.11% | +0.01% | +5.89% | |
| 25 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.82% | — | +14.43% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.78% | -0.03% | +7.35% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.77% | — | -1.90% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.75% | — | -1.19% | |
| 29 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.71% | -0.02% | — | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.67% | — | +3.54% | |
| 31 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.66% | — | -34.74% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.61% | — | -1.40% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.60% | — | — | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.60% | +0.03% | +10.53% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.59% | -0.02% | +131.93% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.55% | -0.04% | +77.32% | |
| 37 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.45% | -0.01% | -1.55% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.44% | — | -0.63% | |
| 39 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.42% | — | -4.08% | |
| 40 | QEMM | State Street Spdr Msci Emerg | ETF-その他 | 0.40% | — | -0.59% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.40% | -0.09% | +12.08% | |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.29% | — | +14.28% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.24% | — | +1.25% | |
| 44 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.19% | +0.04% | -4.05% | |
| 45 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.17% | — | +0.30% | |
| 46 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.16% | — | +5.77% | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.15% | — | +0.41% | |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.15% | — | +3.97% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.15% | +0.15% | +2.87% | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.14% | — | +0.03% |