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% | -0.50% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 9.67% | +0.03% | +0.08% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.57% | +0.17% | +402.17% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 6.46% | +0.21% | +2.36% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 5.25% | +0.17% | +13.11% | |
| 6 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 4.42% | +0.10% | +3.10% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.07% | +0.15% | +2.03% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.77% | +0.21% | +0.43% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.58% | -0.21% | -0.53% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.60% | -0.04% | +2.15% | |
| 11 | MBB | Ishares Mbs ETF | ETF-その他 | 2.45% | +0.16% | +134.47% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.16% | -0.07% | -3.13% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.10% | -0.02% | +8.97% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.96% | -0.04% | -1.64% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.81% | +0.04% | +0.51% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.80% | -0.09% | +0.72% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.51% | -0.05% | +8.62% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.44% | +0.04% | -0.60% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.30% | -0.03% | -1.66% | |
| 20 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.29% | -0.04% | -6.82% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.29% | — | -2.65% | |
| 22 | DFIC | Dimensional International Co | ETF-その他 | 1.28% | +0.04% | +14.05% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.25% | +0.02% | +0.22% | |
| 24 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.24% | — | +1.05% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.23% | -0.08% | -2.35% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.15% | +0.21% | -1.34% | |
| 27 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.14% | -0.02% | +17.87% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.09% | +0.03% | -1.22% | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.03% | -0.01% | -0.74% | |
| 30 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 1.00% | — | -5.68% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.99% | — | -3.13% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.95% | — | -0.17% | |
| 33 | AVDE | Avantis International Equity | ETF-その他 | 0.80% | -0.02% | -1.00% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.76% | +0.06% | -0.48% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.76% | -0.02% | -0.32% | |
| 36 | DFAT | Dimensional US Target Value | ETF-その他 | 0.69% | +0.01% | -3.41% | |
| 37 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.51% | +0.01% | -0.36% | |
| 38 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.51% | +0.09% | +1.87% | |
| 39 | SUB | Ishares Short-term National | ETF-その他 | 0.49% | — | -10.63% | |
| 40 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.46% | -0.04% | +4.49% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.44% | +0.01% | -0.78% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.43% | — | -0.23% | |
| 43 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.43% | -0.01% | -1.21% | |
| 44 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.40% | +0.01% | -1.03% | |
| 45 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.40% | -0.02% | — | |
| 46 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.36% | +0.03% | +19.45% | |
| 47 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.35% | — | -15.54% | |
| 48 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.28% | +0.04% | +25.72% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.26% | — | -0.25% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.18% | — | -24.74% |