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 | 10.03% | +0.21% | +2.70% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 8.94% | +0.03% | +8.36% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.45% | -0.69% | +13.12% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 8.08% | +0.17% | +2.08% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 6.00% | +0.21% | +13.07% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.59% | -0.21% | -7.32% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.54% | -0.07% | +8.29% | |
| 8 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 3.40% | +0.10% | +11.17% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.37% | +0.15% | +60.56% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.12% | -0.04% | -1.21% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.92% | -0.05% | +4.83% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.74% | — | +7.24% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.23% | +0.04% | +1.48% | |
| 14 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 2.13% | -0.04% | -5.13% | |
| 15 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.01% | — | +96.59% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.91% | +0.04% | -2.05% | |
| 17 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.75% | — | +4.88% | |
| 18 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 1.74% | — | -0.77% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.72% | -0.08% | -4.57% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.62% | — | +48.18% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.53% | -0.04% | +0.76% | |
| 22 | SUB | Ishares Short-term National | ETF-その他 | 1.44% | — | +131.72% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.43% | — | -5.13% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.37% | -0.01% | +0.80% | |
| 25 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.23% | +0.03% | -1.65% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.17% | -0.02% | -4.11% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.09% | -0.04% | +42.67% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.01% | +0.01% | -0.27% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.92% | — | +1.39% | |
| 30 | ✓ | Ishares Tr | 株式-その他 | 0.79% | — | -13.96% | |
| 31 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.72% | +0.01% | +93.04% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.65% | — | -0.30% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.61% | -0.03% | -1.81% | |
| 34 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.58% | -0.02% | -13.38% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.54% | — | -17.73% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.54% | — | +0.36% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.40% | +0.21% | +3.19% | |
| 38 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.31% | — | +0.13% | |
| 39 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.27% | — | -2.87% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.26% | -0.09% | -0.45% | |
| 41 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.25% | — | -11.38% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.24% | — | +13.71% | |
| 43 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.21% | — | -1.21% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.13% | — | -2.38% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.12% | — | -1.48% | |
| 46 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.12% | — | +0.23% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.10% | — | -5.26% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.10% | — | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.09% | -0.12% | — | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.08% | — | +1.80% |