CIK: 0002062680
申告総資産額
$491.9億
| # | 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 | 75.94% | +10.83% | +12.11% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 20.38% | +1.49% | +0.19% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.14% | +0.14% | +6.94% | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.35% | +0.01% | +4.60% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.32% | — | +81.09% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.31% | +0.01% | +16.27% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.30% | +0.03% | +17.49% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.26% | +0.03% | +3.27% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.16% | — | -5.86% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.16% | +0.05% | -5.05% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.12% | +0.05% | +35.52% | |
| 12 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.11% | — | +93.16% | |
| 13 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 0.10% | — | -0.70% | |
| 14 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.09% | +0.03% | +46.38% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.07% | — | +5.83% | |
| 16 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.07% | — | +3.45% | |
| 17 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 0.03% | — | — | |
| 18 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.03% | — | — | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.03% | — | +2.45% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.02% | — | — | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.02% | — | +10.24% |