CIK: 0001767601
申告総資産額
$7.0億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 17.01% | +0.05% | +2.01% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 14.04% | +0.04% | +2.90% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.70% | +0.06% | -0.58% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.52% | — | +24.22% | |
| 5 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 4.95% | +0.02% | -4.35% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.56% | -0.01% | -3.36% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.10% | — | -3.42% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.87% | — | +2.20% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.27% | — | +89.97% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.01% | +0.01% | -0.71% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.88% | — | -23.18% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.61% | — | -6.71% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.47% | — | +1.58% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.44% | +0.04% | -8.48% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.36% | +0.01% | -14.86% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.83% | — | -1.34% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.55% | — | -6.88% | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.54% | — | -6.40% | |
| 19 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.43% | — | -1.97% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.43% | — | +2.79% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.27% | — | -18.42% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.26% | — | -11.35% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.18% | +0.02% | +299.97% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.16% | — | -4.05% | |
| 25 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.05% | — | — | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.00% | — | +3.02% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.84% | +0.06% | — | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.63% | — | — | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.59% | +0.52% | — | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.53% | — | +2.04% | |
| 31 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.50% | — | -3.07% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.42% | — | — | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.41% | — | +0.02% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.39% | — | -5.36% | |
| 35 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-その他 | 0.37% | — | -19.27% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.30% | — | — | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.28% | — | +0.94% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | +0.03% | -19.35% | |
| 39 | DUK | Duke Energy CORP | 株式-公益事業 | 0.25% | — | -3.45% | |
| 40 | WCC | Wesco International INC | 株式-資本財 | 0.19% | — | — | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.18% | — | -0.45% | |
| 42 | SPG | Simon Property Group INC | 株式-不動産 | 0.17% | — | -16.85% | |
| 43 | TROW | T Rowe Price Group INC | 株式-金融 | 0.16% | — | — |