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 | 10.60% | -0.69% | +2.03% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 9.46% | +0.03% | +0.92% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 7.84% | +0.21% | +11.19% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.45% | +0.17% | +1.18% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 6.62% | +0.17% | +18.30% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.54% | +0.15% | +10.74% | |
| 7 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 4.29% | +0.10% | +2.35% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.18% | +0.21% | +12.96% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.68% | -0.21% | -0.31% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.80% | -0.07% | +2.06% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.08% | -0.04% | -1.26% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.87% | -0.03% | -13.46% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.77% | +0.04% | +0.74% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.74% | -0.02% | +15.46% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.71% | -0.09% | -9.42% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.49% | -0.05% | +1.81% | |
| 17 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.45% | -0.04% | -1.43% | |
| 18 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.42% | — | -1.04% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.35% | +0.04% | +0.19% | |
| 20 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.34% | — | -3.79% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.28% | +0.02% | -0.91% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.22% | -0.08% | -3.27% | |
| 23 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 1.15% | — | -2.94% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.12% | +0.21% | -12.09% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.07% | -0.01% | -7.94% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.03% | — | -1.32% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.99% | +0.03% | -1.72% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.98% | — | -1.55% | |
| 29 | DFIC | Dimensional International Co | ETF-その他 | 0.84% | +0.04% | +24.68% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.78% | +0.06% | -1.63% | |
| 31 | SUB | Ishares Short-term National | ETF-その他 | 0.77% | — | -35.47% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.76% | -0.02% | -0.70% | |
| 33 | AVDE | Avantis International Equity | ETF-その他 | 0.74% | -0.02% | +0.70% | |
| 34 | DFAT | Dimensional US Target Value | ETF-その他 | 0.73% | +0.01% | +0.06% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.65% | -0.04% | +9.60% | |
| 36 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.58% | -0.02% | +79.04% | |
| 37 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.56% | -0.04% | +1.70% | |
| 38 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.56% | -0.01% | -1.39% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.56% | — | -19.04% | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.54% | +0.01% | -1.44% | |
| 41 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.48% | — | +6.94% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.45% | — | -1.24% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.45% | +0.01% | -1.66% | |
| 44 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.45% | +0.01% | -0.89% | |
| 45 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.41% | -0.02% | — | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.40% | +0.09% | +18.19% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.31% | — | — | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.31% | — | -13.15% | |
| 49 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.29% | +0.03% | +18.90% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.20% | -0.12% | +16.97% |