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 | 10.64% | -0.69% | +3.90% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 9.70% | +0.03% | +1.87% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.62% | +0.17% | +4.28% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 7.25% | +0.21% | +10.24% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 5.77% | +0.17% | +4.50% | |
| 6 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 4.39% | +0.10% | +7.35% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.08% | +0.15% | +4.11% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.79% | +0.21% | +5.83% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.78% | -0.21% | -0.65% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.73% | -0.07% | +1.27% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.21% | -0.03% | -1.35% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.18% | -0.04% | -0.98% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.94% | -0.09% | -0.21% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.84% | +0.04% | +2.69% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.54% | -0.02% | +24.56% | |
| 16 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.52% | -0.04% | -0.88% | |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.50% | — | -0.38% | |
| 18 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.47% | — | +2.51% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.45% | -0.05% | +8.14% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.39% | +0.04% | -1.91% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.33% | +0.02% | +0.19% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.30% | +0.21% | -0.70% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.29% | -0.08% | -0.89% | |
| 24 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 1.23% | — | -0.84% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.20% | -0.01% | -0.58% | |
| 26 | SUB | Ishares Short-term National | ETF-その他 | 1.20% | — | -11.37% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.06% | — | +4.13% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.05% | +0.03% | -3.35% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.03% | — | — | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.81% | +0.06% | +5.78% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.80% | -0.02% | -1.02% | |
| 32 | AVDE | Avantis International Equity | ETF-その他 | 0.75% | -0.02% | -0.23% | |
| 33 | DFAT | Dimensional US Target Value | ETF-その他 | 0.73% | +0.01% | -0.33% | |
| 34 | DFIC | Dimensional International Co | ETF-その他 | 0.69% | +0.04% | +24.20% | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.68% | — | -26.43% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.61% | -0.04% | +4.35% | |
| 37 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.56% | -0.01% | +2.83% | |
| 38 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.55% | +0.01% | -4.39% | |
| 39 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.55% | -0.04% | -7.48% | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.47% | +0.01% | -0.16% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.47% | — | -5.65% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.47% | +0.01% | -3.59% | |
| 43 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.44% | — | -6.58% | |
| 44 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.42% | -0.02% | — | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.39% | — | -4.01% | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.34% | +0.09% | +8.91% | |
| 47 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.33% | -0.02% | +310.83% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.32% | — | -1.23% | |
| 49 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.24% | +0.03% | +24.81% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.16% | -0.12% | -44.21% |