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 | 10.40% | -0.69% | +5.77% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 10.30% | +0.03% | +5.00% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.88% | +0.17% | +5.23% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 7.55% | +0.21% | +1.65% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 6.17% | +0.21% | +3.52% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.59% | -0.21% | -2.81% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.34% | +0.15% | -2.23% | |
| 8 | SUB | Ishares Short-term National | ETF-その他 | 4.14% | — | +35.97% | |
| 9 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 4.12% | +0.10% | +7.30% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.96% | -0.07% | +17.12% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.59% | -0.04% | -0.82% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.29% | -0.05% | +3.42% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.18% | +0.04% | +8.62% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.99% | — | +1.15% | |
| 15 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.85% | -0.04% | -0.68% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.84% | — | +8.03% | |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.80% | — | +0.03% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.58% | +0.02% | +5.96% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.58% | -0.08% | +2.66% | |
| 20 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 1.52% | — | -0.38% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.50% | +0.04% | +2.57% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.43% | — | -20.68% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.38% | -0.04% | +2.47% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.38% | -0.04% | +4.06% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.36% | -0.01% | -0.14% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.21% | — | -0.76% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.21% | +0.03% | +3.19% | |
| 28 | DFAT | Dimensional US Target Value | ETF-その他 | 0.88% | +0.01% | +9.00% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.79% | -0.09% | +17.61% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.72% | -0.02% | +67.19% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.66% | — | +19.55% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.65% | +0.01% | +0.09% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.61% | — | -13.12% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.61% | +0.01% | -0.19% | |
| 35 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.49% | -0.02% | -3.66% | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.47% | -0.03% | +5.16% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.46% | +0.21% | +159.12% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.44% | — | -2.65% | |
| 39 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.20% | — | +99.32% | |
| 40 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.18% | — | +0.93% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.18% | — | -9.45% | |
| 42 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.16% | — | -0.21% | |
| 43 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.16% | — | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.14% | — | +11.66% | |
| 45 | DFIV | Dimensional International Va | ETF-その他 | 0.13% | — | +1.31% | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.10% | — | -19.57% | |
| 47 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.09% | — | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.09% | -0.12% | -13.93% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.09% | — | +0.07% | |
| 50 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.08% | — | +7.44% |