CIK: 0002049857
申告総資産額
$2.6億
| # | 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 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 30.19% | -1.21% | -3.71% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 21.55% | -0.24% | +2.86% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.62% | +0.21% | -2.40% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.74% | +0.08% | -2.36% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.78% | +0.38% | +6.58% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.43% | +0.32% | +5.95% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.28% | — | -2.42% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.25% | +0.01% | -2.71% | |
| 9 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 2.12% | +0.03% | +15.78% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.66% | +0.02% | -3.21% | |
| 11 | SUB | Ishares Short-term National | ETF-その他 | 1.62% | -0.01% | +4.83% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.19% | -0.06% | +0.03% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.04% | +0.07% | -0.65% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.74% | -0.02% | +16.10% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.66% | +0.01% | -4.10% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 0.64% | +0.03% | — | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.52% | -0.09% | — | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.52% | -0.01% | — | |
| 19 | NSP | Insperity INC | 株式-その他 | 0.47% | -0.10% | EXIT | |
| 20 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.46% | -0.02% | -2.67% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | -0.01% | — | |
| 22 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.34% | — | +6.25% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.33% | -0.04% | -0.82% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.33% | — | — | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.29% | — | — | |
| 26 | GVA | Granite Construction INC | 株式-資本財 | 0.28% | — | -13.99% | |
| 27 | EQNR | Equinor Asa-spon Adr | 株式-エネルギー | 0.28% | -0.01% | — | |
| 28 | FDX | Fedex CORP | 株式-資本財 | 0.26% | +0.01% | — | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.25% | — | -9.56% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.18% | — | -10.26% | |
| 31 | EIX | Edison International | 株式-公益事業 | 0.16% | — | — | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.16% | — | — | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.15% | — | — | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.15% | — | — |