CIK: 0001669662
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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.43% | +0.26% | -2.01% | |
| 2 | SPGM | State Street Spdr Portfolio | ETF-その他 | 6.66% | +0.18% | +0.97% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.58% | +0.06% | -6.28% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.39% | +0.01% | -0.94% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.76% | -0.13% | -0.07% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.49% | — | -2.74% | |
| 7 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.75% | — | -0.51% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.34% | -0.25% | +2.86% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.32% | — | +3.14% | |
| 10 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 3.20% | -0.16% | +0.23% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.10% | +0.25% | -2.63% | |
| 12 | AAPL | Apple INC | 株式-IT | 3.00% | +0.18% | -87.70% | |
| 13 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.82% | — | -5.50% | |
| 14 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 2.82% | -0.10% | -3.28% | |
| 15 | IHY | Vaneck Int High Yield Bond | ETF-ハイイールド債 | 2.68% | — | — | |
| 16 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 2.59% | — | -5.66% | |
| 17 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 2.54% | -0.82% | +3.97% | |
| 18 | FMAT | Fidelity Msci Materials Indx | ETF-その他 | 2.49% | — | -3.70% | |
| 19 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 2.44% | — | +3.64% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.28% | — | +2.35% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.24% | +0.19% | -2.40% | |
| 22 | BWX | State Street Spdr Bloomberg | ETF-その他 | 2.23% | — | +2.36% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.77% | +0.29% | +1.65% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.76% | — | -10.44% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.72% | — | -2.07% | |
| 26 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.70% | +0.03% | -7.65% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.53% | — | -6.56% | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.46% | -0.07% | +3.71% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.42% | +0.04% | +0.24% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.53% | +0.04% | +8.23% | |
| 31 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 0.53% | -0.22% | -6.43% | |
| 32 | RSPM | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.51% | — | +0.37% | |
| 33 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.50% | — | — | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.46% | +0.05% | NEW | |
| 35 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.43% | — | +15.19% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.42% | +0.02% | +2.34% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.41% | — | +5.29% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.38% | — | -12.82% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.36% | — | +200.72% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.26% | — | +1995.54% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.25% | — | +1983.06% | |
| 42 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.22% | — | +5.64% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.22% | — | +15.40% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.21% | — | -1.92% | |
| 45 | RTX | Rtx CORP | 株式-資本財 | 0.21% | — | +0.18% | |
| 46 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.17% | — | — | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.17% | — | — | |
| 48 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.16% | — | -46.54% | |
| 49 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.16% | — | +9.70% | |
| 50 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.16% | — | +7.34% |