CIK: 0002039437
申告総資産額
$5.9億
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 21.96% | — | -0.70% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 15.71% | -1.58% | -0.92% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 12.06% | +0.75% | +5.46% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 11.71% | +0.62% | +4.35% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.73% | -0.11% | +6.33% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.01% | — | +6.46% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.65% | -0.16% | -2.09% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.02% | -0.03% | +3.36% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.51% | +0.02% | -2.58% | |
| 10 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.50% | — | -0.91% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.43% | — | -9.01% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.25% | — | +11.23% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 1.22% | — | -3.15% | |
| 14 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 0.88% | -0.01% | -5.70% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.88% | — | +0.84% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.87% | — | -8.83% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.59% | -0.11% | +25.91% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | -0.14% | +2.13% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.54% | -0.02% | -2.89% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.54% | -0.14% | -2.05% | |
| 21 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.53% | — | -20.78% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.28% | — | +13.08% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.27% | -0.02% | +71.51% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.23% | — | +13.49% | |
| 25 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.22% | — | +0.27% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.22% | -0.32% | +39.04% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.18% | — | +5.90% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.18% | -0.02% | -0.68% | |
| 29 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.18% | — | — | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.17% | — | -9.61% | |
| 31 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.14% | — | +8.19% | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.12% | — | +0.44% | |
| 33 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.12% | — | — | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.10% | -0.04% | +45.13% | |
| 35 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.10% | — | -14.72% | |
| 36 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.09% | -0.04% | EXIT | |
| 37 | SUB | Ishares Short-term National | ETF-その他 | 0.08% | — | +0.40% | |
| 38 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.08% | — | +45.99% | |
| 39 | SIRIEUR | Sirius Xm Holdings INC | 株式-その他 | 0.08% | — | — | |
| 40 | UPS | United Parcel Service, Inc. | 株式-資本財 | 0.02% | — | — |