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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.29% | -0.69% | +3.02% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 9.83% | +0.03% | +2.89% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 7.89% | +0.21% | +2.57% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.87% | +0.17% | +0.63% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 6.15% | +0.21% | +4.60% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.95% | -0.21% | -2.06% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.60% | +0.15% | +15.54% | |
| 8 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 3.86% | +0.10% | -1.40% | |
| 9 | SUB | Ishares Short-term National | ETF-その他 | 3.11% | — | +12.12% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.62% | -0.07% | +0.93% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.61% | -0.04% | -2.25% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.29% | -0.05% | +1.97% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.13% | +0.04% | +0.44% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.01% | — | +4.47% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.92% | — | -10.82% | |
| 16 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.86% | -0.04% | -0.91% | |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.81% | — | -0.34% | |
| 18 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.72% | — | -0.41% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.61% | -0.08% | -0.45% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.59% | +0.02% | -4.29% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.54% | +0.04% | -11.47% | |
| 22 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 1.53% | — | +0.04% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.40% | -0.04% | +4.13% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.36% | -0.01% | +0.65% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.35% | -0.04% | +14.08% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.29% | — | -0.34% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.17% | +0.03% | -2.04% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.93% | -0.02% | -8.78% | |
| 29 | DFAT | Dimensional US Target Value | ETF-その他 | 0.82% | +0.01% | -0.60% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.72% | — | -16.82% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.71% | -0.09% | +4.96% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.69% | +0.01% | -9.29% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.62% | +0.01% | +0.26% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.60% | — | +31.12% | |
| 35 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.54% | -0.02% | — | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.48% | — | -11.08% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.46% | -0.03% | -0.15% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.38% | +0.21% | -0.03% | |
| 39 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.38% | — | +1.23% | |
| 40 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.22% | — | -12.71% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.21% | — | -0.02% | |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.19% | — | -2.29% | |
| 43 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.18% | — | +0.09% | |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.16% | — | -8.85% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.13% | — | — | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.13% | — | -1.41% | |
| 47 | DFIV | Dimensional International Va | ETF-その他 | 0.12% | — | -1.34% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.09% | — | — | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.09% | — | -14.82% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.09% | -0.12% | — |