CIK: 0001823172
申告総資産額
$12.5億
| # | 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 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 11.86% | -0.03% | +4.44% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 11.31% | — | +8.17% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 10.71% | — | +4.90% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 10.27% | — | +2.21% | |
| 5 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 7.82% | — | +10.47% | |
| 6 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 6.85% | — | +9.27% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.30% | +0.37% | +7.26% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.62% | — | +8.24% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.52% | -0.62% | +7.93% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.29% | — | +9.13% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 4.23% | — | +3.83% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 3.62% | — | +9.99% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.83% | — | +6.44% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.18% | — | +0.37% | |
| 15 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.17% | — | -1.14% | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.07% | — | +8.73% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.59% | — | — | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 0.57% | — | +3.63% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.53% | +0.03% | +0.09% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.38% | -0.05% | — | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.38% | — | -2.63% | |
| 22 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.35% | — | +3.06% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.25% | — | -1.35% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.24% | — | +0.05% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.23% | — | — | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.23% | — | — | |
| 27 | DHR | Danaher CORP | 株式-ヘルスケア | 0.22% | — | — | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.22% | — | — | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.19% | — | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.19% | -0.05% | -2.42% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.18% | — | — | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.18% | — | +1.39% | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.16% | -0.50% | — | |
| 34 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.14% | — | — | |
| 35 | SHOP | Shopify INC - Class A | 株式-IT | 0.12% | — | — |