CIK: 0001793913
申告総資産額
$1.1億
| # | 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 | GVI | Ishares Intermediate Governm | ETF-その他 | 16.91% | -1.49% | -4.00% | |
| 2 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 14.44% | +1.28% | +0.14% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 9.73% | +0.21% | +1.36% | |
| 4 | DVY | Ishares Select Dividend ETF | ETF-その他 | 8.32% | -6.05% | +0.94% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.29% | +0.76% | +0.51% | |
| 6 | PGHY | Invesco Global Ex US High Yi | ETF-その他 | 7.28% | -0.65% | -5.26% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 6.15% | -1.51% | -2.66% | |
| 8 | RWO | State Street Spdr Dow Jones | ETF-その他 | 3.81% | -0.17% | -1.93% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.32% | -2.22% | +0.06% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.72% | +0.42% | -4.81% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.61% | +0.22% | -0.32% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.52% | -2.03% | +0.60% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.31% | -0.82% | -4.29% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.28% | +0.17% | +2.88% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.28% | +0.21% | +3.62% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.45% | +0.18% | +0.51% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.15% | +0.15% | -13.15% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.02% | +0.03% | -1.57% | |
| 19 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.69% | +0.07% | -0.22% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.62% | +0.07% | +0.35% | |
| 21 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.56% | — | — | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | +0.16% | — | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.27% | +0.05% | — | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.26% | +0.06% | -0.45% | |
| 25 | ISHG | Ishares -3 Year Internationa | ETF-その他 | 0.26% | -0.29% | EXIT | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.20% | +0.03% | -29.45% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.19% | +0.16% | — |