CIK: 0001802635
申告総資産額
$2.1億
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 17.08% | — | +3.93% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 15.47% | -0.17% | -2.54% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.46% | — | +1.58% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.49% | — | +4.83% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.08% | — | -0.44% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.01% | — | -2.39% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.67% | — | -1.03% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.37% | — | +20.43% | |
| 9 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 3.21% | — | +5.07% | |
| 10 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 2.90% | — | +4.72% | |
| 11 | JPM | JP Morgan Exchange Traded Fund | 株式-金融 | 2.76% | — | — | |
| 12 | EWU | Ishares Msci United Kingdom | ETF-その他 | 2.70% | — | +0.02% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.16% | — | -3.58% | |
| 14 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 2.12% | — | +6.27% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.65% | — | +2.89% | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.59% | — | +0.02% | |
| 17 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 1.58% | — | -0.79% | |
| 18 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.56% | — | +13.46% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.47% | — | +0.06% | |
| 20 | VFH | Vanguard Financials ETF | ETF-その他 | 1.44% | — | +1.52% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.43% | — | +5.51% | |
| 22 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 1.42% | — | +0.54% | |
| 23 | IXC | Ishares Global Energy ETF | ETF-その他 | 1.17% | — | -7.43% | |
| 24 | EWG | Ishares Msci Germany ETF | ETF-その他 | 1.10% | — | +14.22% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.08% | — | -23.86% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.95% | — | -18.48% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.89% | — | -15.43% | |
| 28 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.65% | — | -36.58% | |
| 29 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.64% | — | -7.28% | |
| 30 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.61% | — | -3.70% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.54% | — | +20.98% | |
| 32 | AAPL | Apple INC | 株式-IT | 0.53% | — | — | |
| 33 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.52% | -1.10% | -59.71% | |
| 34 | CNYA | Ishares Msci China A ETF | ETF-新興国市場 | 0.52% | — | +23.39% | |
| 35 | EPRT | Essential Properties Realty | 株式-不動産 | 0.52% | — | -32.20% | |
| 36 | HOMZ | Hoya Capital Housing ETF | ETF-その他 | 0.51% | — | -28.16% | |
| 37 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 0.44% | — | +17.71% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.36% | — | -31.29% | |
| 39 | IRM | Iron Mountain INC | 株式-不動産 | 0.31% | — | +1.04% | |
| 40 | WPC | Wp Carey INC | 株式-不動産 | 0.29% | — | — | |
| 41 | ARI | Apollo Commercial Real Estat | 株式-その他 | 0.27% | — | -0.01% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.27% | — | +100.00% | |
| 43 | ✓ | Office Properties Income Tru | 株式-その他 | 0.25% | — | — | |
| 44 | NLYEUR | Annaly Capital Management In | 株式-その他 | 0.24% | — | — | |
| 45 | ABR | Arbor Realty Trust INC | 株式-不動産 | 0.24% | — | +1.42% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.21% | — | — | |
| 47 | RC | Ready Capital CORP | 株式-その他 | 0.21% | — | -19.10% | |
| 48 | DTEC | Alps Disruptive Technologies | ETF-テック型 | 0.18% | — | -88.10% | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.17% | — | — | |
| 50 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.17% | — | -1.42% |