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 | 10.04% | -0.69% | +4.66% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 9.52% | +0.03% | +1.51% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.42% | +0.17% | +1.24% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 7.09% | +0.21% | +13.76% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 5.91% | +0.17% | +37.60% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.19% | +0.15% | +3.57% | |
| 7 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 4.17% | +0.10% | -0.09% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.89% | +0.21% | +6.85% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.73% | -0.21% | -0.29% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.88% | -0.07% | -1.57% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.44% | -0.03% | +2.57% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.20% | -0.04% | -1.35% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.10% | -0.09% | -4.35% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.84% | +0.04% | -2.22% | |
| 15 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.54% | — | -1.03% | |
| 16 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.54% | -0.04% | -2.67% | |
| 17 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.50% | — | -1.62% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.44% | -0.05% | +7.73% | |
| 19 | SUB | Ishares Short-term National | ETF-その他 | 1.44% | — | -31.73% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.44% | +0.04% | +6.70% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.35% | +0.02% | +0.13% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.28% | +0.21% | +1.75% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.28% | -0.08% | -0.77% | |
| 24 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 1.26% | — | +97.12% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.23% | -0.02% | +84.25% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.21% | -0.01% | -2.30% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.12% | +0.03% | +9.70% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.05% | — | -0.07% | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.00% | — | -23.87% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.99% | — | +6.43% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.83% | -0.02% | +7.98% | |
| 32 | AVDE | Avantis International Equity | ETF-その他 | 0.79% | -0.02% | +5.76% | |
| 33 | VTV | Vanguard Value ETF | ETF-その他 | 0.79% | +0.06% | +3.51% | |
| 34 | DFAT | Dimensional US Target Value | ETF-その他 | 0.75% | +0.01% | -0.44% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.64% | -0.04% | +0.93% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.62% | -0.04% | -1.48% | |
| 37 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.59% | +0.01% | -1.49% | |
| 38 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.59% | -0.01% | +12.12% | |
| 39 | DFIC | Dimensional International Co | ETF-その他 | 0.59% | +0.04% | +84.01% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.51% | +0.01% | -2.13% | |
| 41 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.51% | — | +7.70% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.51% | — | -0.74% | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.50% | +0.01% | -1.27% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.42% | — | -16.86% | |
| 45 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.41% | -0.02% | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.34% | — | -0.87% | |
| 47 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.31% | +0.09% | +30.10% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | -0.12% | -6.37% | |
| 49 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.20% | +0.03% | +90.41% | |
| 50 | AAPL | Apple INC | 株式-IT | 0.19% | -0.01% | +8.31% |