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 | 9.62% | +0.21% | +13.16% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 8.88% | +0.17% | +3.39% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 8.37% | +0.03% | +6.68% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.78% | -0.69% | +10.27% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.22% | -0.21% | -1.75% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.72% | -0.05% | -6.97% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.99% | -0.04% | -2.01% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.38% | -0.04% | -7.74% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.27% | — | +1.68% | |
| 10 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 3.26% | -0.04% | -4.38% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.08% | +0.21% | +28.44% | |
| 12 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 2.82% | — | -10.11% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.75% | — | -1.28% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.42% | -0.07% | +30.14% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.36% | +0.04% | +4.71% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.13% | -0.08% | -8.01% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.90% | — | -11.94% | |
| 18 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.78% | +0.10% | +48.96% | |
| 19 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.70% | +0.01% | +0.29% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.51% | — | -0.47% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.39% | — | -11.46% | |
| 22 | ✓ | Ishares Tr | 株式-その他 | 1.37% | — | -4.46% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.14% | +0.01% | +1.09% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.11% | — | +0.94% | |
| 25 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.91% | — | +11.32% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.80% | -0.04% | +56.98% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.79% | — | +1.62% | |
| 28 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.72% | -0.02% | — | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.70% | -0.03% | -3.61% | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.68% | — | +1.53% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.67% | — | +2.89% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.62% | — | +0.71% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.60% | — | +0.09% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.60% | -0.02% | +0.28% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.59% | +0.03% | +0.46% | |
| 36 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.52% | — | -13.43% | |
| 37 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.46% | -0.01% | +0.98% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.44% | — | +0.32% | |
| 39 | QEMM | State Street Spdr Msci Emerg | ETF-その他 | 0.40% | — | +1.80% | |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.39% | — | -0.26% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.36% | -0.09% | -0.39% | |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.27% | — | +2.12% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.24% | — | +0.48% | |
| 44 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.18% | +0.04% | +0.06% | |
| 45 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.17% | — | +0.68% | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.14% | — | +4.79% | |
| 47 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.14% | — | -2.15% | |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.14% | — | -0.71% | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.14% | — | -0.14% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.13% | +0.15% | -1.83% |