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 | 10.71% | -0.69% | -0.09% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 9.49% | +0.03% | +0.20% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.32% | +0.17% | +0.89% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 6.59% | +0.21% | +4.24% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 5.56% | +0.17% | +4.49% | |
| 6 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 4.46% | +0.10% | +2.21% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.12% | +0.15% | +4.53% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.86% | +0.21% | +3.90% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.58% | -0.21% | -0.95% | |
| 10 | MBB | Ishares Mbs ETF | ETF-その他 | 3.21% | +0.16% | +10.95% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.65% | -0.04% | +4.03% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.15% | -0.02% | +0.55% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.03% | -0.07% | -1.05% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.90% | -0.04% | -0.74% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.80% | +0.04% | +1.84% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.73% | -0.09% | +1.06% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.57% | -0.05% | +0.87% | |
| 18 | DFIC | Dimensional International Co | ETF-その他 | 1.35% | +0.04% | +3.54% | |
| 19 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.27% | -0.02% | +3.14% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.27% | +0.04% | -1.07% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.23% | — | -0.64% | |
| 22 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.21% | -0.04% | -0.43% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.20% | +0.02% | +0.34% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.18% | -0.03% | -0.58% | |
| 25 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.18% | — | -1.04% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.16% | -0.08% | -3.20% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.08% | +0.21% | -4.26% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.00% | +0.03% | -0.67% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.98% | — | -1.23% | |
| 30 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 0.95% | — | -1.82% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.90% | — | -0.28% | |
| 32 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.89% | -0.01% | -3.86% | |
| 33 | AVDE | Avantis International Equity | ETF-その他 | 0.79% | -0.02% | +0.71% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.76% | +0.06% | -0.60% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.68% | -0.02% | -0.93% | |
| 36 | DFAT | Dimensional US Target Value | ETF-その他 | 0.66% | +0.01% | -0.22% | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.51% | +0.09% | +3.69% | |
| 38 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.47% | +0.01% | -0.23% | |
| 39 | SUB | Ishares Short-term National | ETF-その他 | 0.46% | — | -0.27% | |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.44% | +0.04% | +29.16% | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.42% | -0.04% | -2.12% | |
| 42 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 0.41% | +0.03% | +5.00% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.40% | — | -0.37% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.40% | +0.01% | -1.90% | |
| 45 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.40% | -0.01% | -3.35% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.39% | +0.01% | -0.50% | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.38% | -0.02% | — | |
| 48 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.36% | — | +9.80% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.28% | — | -0.28% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.17% | — | -4.09% |