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 | 11.47% | +0.21% | -1.41% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 8.50% | +0.03% | +3.57% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.85% | -0.69% | +0.53% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.49% | +0.17% | +0.43% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.34% | -0.21% | -3.16% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 6.18% | +0.21% | +10.86% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.82% | -0.07% | +10.74% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.28% | -0.05% | -8.53% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.26% | -0.04% | -1.25% | |
| 10 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 2.81% | +0.10% | +3.71% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.78% | — | +0.61% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.45% | +0.15% | +63.51% | |
| 13 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 2.33% | -0.04% | -1.30% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.97% | +0.04% | -2.66% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.89% | -0.08% | -3.90% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.88% | — | -1.00% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.86% | +0.04% | -1.75% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.78% | -0.04% | -5.70% | |
| 19 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 1.64% | — | -0.80% | |
| 20 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.48% | — | +0.75% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.43% | — | -0.21% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.39% | -0.01% | -0.21% | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.29% | — | +147.64% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.25% | +0.03% | -0.10% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.10% | -0.02% | -2.87% | |
| 26 | ✓ | Ishares Tr | 株式-その他 | 1.08% | — | -1.91% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.02% | +0.01% | -1.07% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.89% | -0.04% | +0.11% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.83% | — | +3.98% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.76% | — | -26.68% | |
| 31 | SUB | Ishares Short-term National | ETF-その他 | 0.73% | — | +99.55% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.72% | -0.03% | -2.66% | |
| 33 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.69% | -0.02% | — | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.66% | — | +0.07% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.66% | +0.01% | -7.81% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.62% | — | +0.11% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.40% | +0.21% | -1.03% | |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.35% | — | -4.11% | |
| 39 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.34% | — | -0.24% | |
| 40 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.33% | — | +1.12% | |
| 41 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.33% | — | -7.00% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.31% | -0.09% | -6.75% | |
| 43 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.21% | — | -4.03% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.21% | — | +0.39% | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.19% | — | — | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.16% | — | -4.38% | |
| 47 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.14% | — | -0.30% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.13% | — | -3.69% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.11% | — | -10.83% | |
| 50 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.09% | — | — |