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 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 9.44% | +0.03% | +6.39% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.78% | -0.69% | +8.83% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 8.50% | +0.21% | -2.10% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 8.18% | +0.17% | -0.81% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 5.86% | +0.21% | +9.98% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.11% | -0.21% | -4.26% | |
| 7 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 3.87% | +0.10% | +7.17% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.71% | +0.15% | +23.09% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.12% | -0.07% | -1.22% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.97% | -0.04% | -4.46% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.78% | — | +4.37% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.72% | -0.05% | +3.99% | |
| 13 | SUB | Ishares Short-term National | ETF-その他 | 2.42% | — | +86.68% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.42% | +0.04% | +2.24% | |
| 15 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 2.11% | -0.04% | -0.81% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.05% | — | -4.43% | |
| 17 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.01% | — | +2.93% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.86% | +0.04% | -1.08% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.83% | — | +25.16% | |
| 20 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 1.78% | — | -4.35% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.65% | -0.08% | +0.98% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.45% | -0.04% | +4.43% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.44% | — | -1.50% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.40% | -0.01% | +2.27% | |
| 25 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.24% | +0.03% | -1.89% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.12% | -0.02% | -4.60% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.11% | -0.04% | +13.83% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.91% | +0.01% | -3.49% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.91% | — | -5.30% | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.75% | +0.01% | -5.71% | |
| 31 | ✓ | Ishares Tr | 株式-その他 | 0.69% | — | -1.80% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.69% | -0.09% | +199.30% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.59% | — | -2.45% | |
| 34 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.56% | -0.02% | — | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.55% | -0.03% | +2.35% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.47% | — | -0.14% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.39% | — | -15.12% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.38% | +0.21% | +0.93% | |
| 39 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.31% | — | +3.10% | |
| 40 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.23% | — | -1.32% | |
| 41 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.21% | — | -1.74% | |
| 42 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.21% | — | -0.59% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.14% | — | -37.24% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.12% | — | -1.67% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.11% | — | +1.19% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.11% | — | — | |
| 47 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.10% | — | -12.45% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.09% | — | -3.71% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.08% | — | — | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.08% | — | -3.70% |