CIK: 0001811052
申告総資産額
$17.2億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 18.50% | -0.96% | +1.55% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 13.93% | -0.84% | -4.38% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 9.20% | +0.13% | +41.28% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 9.00% | +0.25% | +4.70% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.69% | +0.04% | +2.18% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 6.17% | +0.04% | +8.12% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 5.67% | +0.04% | +4.31% | |
| 8 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 4.57% | +0.05% | +16.47% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 4.17% | +0.03% | +9.76% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.21% | +0.08% | +1.07% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.62% | — | +1.10% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.18% | +0.10% | -2.45% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 1.12% | +0.01% | +16.35% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.85% | +0.07% | +0.76% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.70% | +0.01% | +11.53% | |
| 16 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.63% | — | -2.66% | |
| 17 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.63% | — | +0.41% | |
| 18 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.61% | — | +5.94% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.61% | -0.05% | +14.35% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.57% | — | +20.48% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.55% | — | -9.05% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.47% | -0.03% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | -0.02% | +0.31% | |
| 24 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.45% | — | +3.66% | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.41% | — | -25.09% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.40% | — | +0.50% | |
| 27 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.26% | — | +1.11% | |
| 28 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.26% | — | +0.72% | |
| 29 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.26% | — | +0.41% | |
| 30 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.26% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | -0.01% | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.25% | — | -0.31% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.23% | — | +15.03% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.21% | — | -0.12% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.19% | — | +0.43% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.18% | — | -0.79% | |
| 37 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 0.18% | — | +4.95% | |
| 38 | BSJO | Invesco Bulletshares 2024 Hy | ETF-その他 | 0.17% | — | -6.46% | |
| 39 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-その他 | 0.17% | — | +20.60% | |
| 40 | AAPL | Apple INC | 株式-IT | 0.17% | -0.07% | -41.71% | |
| 41 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.15% | +0.04% | NEW | |
| 42 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.14% | — | +1.81% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.12% | -0.04% | +0.70% | |
| 44 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.12% | — | -1.02% | |
| 45 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.12% | +0.02% | -4.98% | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.11% | — | — | |
| 47 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.11% | — | -4.19% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.11% | — | +0.66% | |
| 49 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.11% | — | — | |
| 50 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.11% | — | — |