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 | 10.44% | -0.69% | +2.76% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 9.66% | +0.03% | +4.79% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.39% | +0.17% | +3.60% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 6.87% | +0.21% | -3.49% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 5.03% | +0.17% | -16.88% | |
| 6 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 4.44% | +0.10% | +6.24% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.29% | +0.15% | +6.42% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.04% | +0.21% | +8.62% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.51% | -0.21% | -0.21% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.75% | -0.04% | +366.18% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.40% | -0.07% | -3.34% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.99% | -0.04% | -1.57% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.94% | -0.09% | +24.96% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.89% | -0.02% | +13.17% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.89% | +0.04% | +7.88% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.50% | -0.05% | +14.34% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.44% | +0.04% | +11.36% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.43% | -0.03% | -14.49% | |
| 19 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.39% | -0.04% | -1.76% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.37% | — | -1.10% | |
| 21 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.33% | — | -0.50% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.28% | +0.02% | +2.27% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.23% | -0.08% | +5.14% | |
| 24 | DFIC | Dimensional International Co | ETF-その他 | 1.15% | +0.04% | +45.61% | |
| 25 | MBB | Ishares Mbs ETF | ETF-その他 | 1.14% | +0.16% | — | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.14% | +0.21% | +6.28% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.10% | +0.03% | +16.30% | |
| 28 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 1.10% | — | -0.72% | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.04% | -0.01% | +0.04% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.99% | — | -0.88% | |
| 31 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.94% | -0.02% | +68.45% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.93% | — | -0.53% | |
| 33 | AVDE | Avantis International Equity | ETF-その他 | 0.83% | -0.02% | +19.31% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.78% | -0.02% | +4.26% | |
| 35 | VTV | Vanguard Value ETF | ETF-その他 | 0.75% | +0.06% | +3.30% | |
| 36 | DFAT | Dimensional US Target Value | ETF-その他 | 0.74% | +0.01% | +2.75% | |
| 37 | SUB | Ishares Short-term National | ETF-その他 | 0.59% | — | -13.45% | |
| 38 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.52% | +0.09% | +28.44% | |
| 39 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.50% | +0.01% | -2.05% | |
| 40 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.47% | -0.04% | -4.10% | |
| 41 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.47% | -0.01% | -5.42% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.46% | +0.01% | +12.31% | |
| 43 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.44% | — | +4.96% | |
| 44 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.44% | +0.01% | -1.34% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.44% | — | -0.98% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.39% | -0.02% | — | |
| 47 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.32% | +0.03% | +21.98% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.28% | — | -0.15% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.26% | — | -15.30% | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.26% | — | -46.47% |