CIK: 0001895045
申告総資産額
$4.4億
| # | 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 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 35.75% | +0.68% | +4.76% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-その他 | 31.50% | -1.16% | -2.44% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.40% | +0.08% | -1.25% | |
| 4 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 4.56% | +0.21% | +4.47% | |
| 5 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 4.50% | +0.07% | — | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.18% | -0.03% | +9.94% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.61% | +0.01% | -1.43% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.55% | +0.06% | -20.38% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.41% | — | +12.55% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.01% | -0.09% | -0.59% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.99% | -0.04% | -0.37% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.97% | -0.03% | -1.92% | |
| 13 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.75% | -0.04% | -10.38% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.65% | -0.02% | -5.09% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.47% | -0.03% | — | |
| 16 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.45% | -0.04% | -9.95% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.41% | -0.01% | -3.59% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.30% | +0.01% | -0.55% | |
| 19 | D | Dominion Energy INC | 株式-公益事業 | 0.29% | +0.02% | — | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.19% | -0.01% | — | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.18% | -0.01% | — | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.17% | — | -23.43% | |
| 23 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.14% | — | -5.93% | |
| 24 | CSX | Csx CORP | 株式-資本財 | 0.14% | +0.02% | +0.03% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.13% | -0.02% | — | |
| 26 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.12% | -0.01% | -29.38% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.12% | — | — | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.11% | — | -2.73% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.11% | — | — | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.10% | — | -20.55% | |
| 31 | DUK | Duke Energy CORP | 株式-公益事業 | 0.10% | +0.01% | +0.11% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.10% | — | -4.64% | |
| 33 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.10% | — | — | |
| 34 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.09% | — | +0.35% | |
| 35 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.09% | — | -34.62% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.08% | — | -3.77% | |
| 37 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.08% | -0.01% | -39.32% | |
| 38 | IBM | Intl Business Machines CORP | 株式-IT | 0.07% | -0.01% | — | |
| 39 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 0.06% | — | — |