CIK: 0001537147
申告総資産額
$1.6億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 18.33% | — | +2.80% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 12.02% | — | +0.88% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 11.44% | — | +2.21% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 6.26% | — | +4.91% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.88% | — | +7.80% | |
| 6 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 5.00% | — | +61.36% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.97% | — | +7.29% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 3.14% | — | -11.81% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.85% | — | -2.28% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.65% | — | +16.71% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.59% | — | +10.01% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.19% | — | -7.95% | |
| 13 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 1.88% | — | -7.92% | |
| 14 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.80% | — | +2.94% | |
| 15 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.71% | — | — | |
| 16 | GWX | State Street Spdr S&p Intern | ETF-その他 | 1.64% | — | -5.32% | |
| 17 | ROUS | Hartford Multifact US Eqty | ETF-その他 | 1.38% | — | — | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.38% | — | -16.95% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.17% | — | -0.81% | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.95% | — | +20.72% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.93% | — | +1.05% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.78% | — | -12.04% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 0.58% | — | +0.02% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 0.57% | — | — | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.52% | — | — | |
| 26 | ROAM | Hartford Multifact Emrg Mrkt | ETF-その他 | 0.44% | — | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.43% | — | +13.80% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | +0.09% | |
| 29 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.42% | — | -21.15% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.37% | — | +0.22% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | — | +21.53% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.35% | — | +2.48% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.31% | — | — | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.30% | — | — | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.29% | — | -0.03% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.29% | — | -4.05% | |
| 37 | SO | Southern Co/the | 株式-公益事業 | 0.29% | — | +11.22% | |
| 38 | SON | Sonoco Products Co | 株式-一般消費財 | 0.28% | — | — | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.27% | — | — | |
| 40 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.27% | — | — | |
| 41 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.25% | — | +0.02% | |
| 42 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 0.22% | — | — | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.22% | — | -3.71% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.21% | — | +0.46% | |
| 45 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.21% | — | -12.58% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.20% | — | +34.90% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.20% | — | +7.16% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.20% | — | — | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.18% | — | — | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.18% | — | +18.84% |