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 | 77.46% | +10.83% | +15.33% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 18.84% | +1.49% | +1.29% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.23% | +0.14% | +14.27% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.32% | — | +9.52% | |
| 5 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.31% | +0.01% | +3.09% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.29% | +0.03% | +14.18% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.29% | +0.01% | +10.96% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.26% | +0.03% | +8.33% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.15% | +0.05% | +36.10% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.15% | — | +8.76% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.14% | +0.05% | +3.80% | |
| 12 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.11% | +0.03% | +50.30% | |
| 13 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.11% | — | +5.09% | |
| 14 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 0.09% | — | +5.78% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.07% | — | — | |
| 16 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.06% | — | +6.15% | |
| 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% | — | +2.24% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.03% | — | +7.83% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.01% | — | — | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.01% | — | +8.44% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.5% | +15.33% | 増加 |
| 2 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +14.27% | 増加 |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +36.10% | 増加 |
| 4 | USRT | Ishares Core US Reit ETF | 0% | +50.30% | 増加 |
| 5 | USMV | Ishares Msci USA Min Vol Fac | — | +9.52% | 増加 |
| 6 | VWO | Vanguard Ftse Emerging Marke | — | +8.33% | 増加 |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | — | +5.09% | 増加 |
| 8 | EFA | Ishares Msci Eafe ETF | — | — | 変化なし |
| 9 | EEM | Ishares Msci Emerging Market | — | +7.83% | 増加 |
| 10 | IYR | Ishares US Real Estate ETF | — | +2.24% | 増加 |
| 11 | GSG | Ishares S&p Gsci Commodity I | — | — | 変化なし |
| 12 | VCIT | Vanguard Int-term Corporate | 0% | +14.18% | 増加 |
| 13 | IEF | Ishares 7-10 Year Treasury B | 0% | +8.76% | 増加 |
| 14 | HYLB | Xtrackers Usd High Yield Cor | 0% | +5.78% | 増加 |
| 15 | VCLT | Vanguard Long-term CORP Bond | 0% | +6.15% | 増加 |
| 16 | VNQ | Vanguard Real Estate ETF | 0% | +8.44% | 増加 |
| 17 | HDV | Ishares Core High Dividend E | 0% | — | 変化なし |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +10.96% | 増加 |
| 19 | IVV | Ishares Core S&p 500 ETF | 0% | +3.80% | 増加 |
| 20 | USHY | Ishares Broad Usd High Yield | 0% | +3.09% | 増加 |
| 21 | VT | Vanguard Tot World Stk ETF | -1.5% | +1.29% | 増加 |