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 | 10.49% | — | -3.53% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-その他 | 8.23% | — | -1.70% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.15% | — | +2.34% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.63% | — | -1.27% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 5.56% | — | -7.32% | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 5.37% | — | -4.86% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.01% | — | -10.85% | |
| 8 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 4.89% | — | -2.88% | |
| 9 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 4.87% | — | +10.44% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.99% | — | -2.38% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.90% | — | -3.52% | |
| 12 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 3.30% | — | +7.60% | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 3.25% | — | +7.82% | |
| 14 | DFIS | Dimensional International Sm | ETF-その他 | 2.05% | — | +20.10% | |
| 15 | MGMT | Ballast Small/mid Cap ETF | ETF-その他 | 1.86% | — | +10.63% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.60% | — | -6.81% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.46% | — | +7.10% | |
| 18 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 1.43% | — | +0.29% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.36% | — | +0.34% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 1.00% | — | +2.82% | |
| 21 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.96% | — | -1.18% | |
| 22 | ROAM | Hartford Multifact Emrg Mrkt | ETF-その他 | 0.90% | — | — | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.89% | — | -5.91% | |
| 24 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 0.86% | — | -7.99% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.85% | — | -1.76% | |
| 26 | ROUS | Hartford Multifact US Eqty | ETF-その他 | 0.74% | — | -2.81% | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.70% | — | -1.07% | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.68% | — | -0.43% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.65% | — | -4.56% | |
| 30 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.63% | — | -7.40% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.63% | — | -0.99% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | +9.60% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.50% | — | -3.26% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.48% | — | -2.89% | |
| 35 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.37% | — | -38.95% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.37% | — | -19.76% | |
| 37 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.36% | — | +1.36% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.36% | — | +0.85% | |
| 39 | SON | Sonoco Products Co | 株式-一般消費財 | 0.35% | — | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | — | — | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.30% | — | -0.31% | |
| 42 | NUE | Nucor CORP | 株式-素材 | 0.29% | — | — | |
| 43 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.29% | — | +3.34% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.28% | — | -1.45% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | — | +2.23% | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.25% | — | -1.03% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.25% | — | -1.97% | |
| 48 | BND | Vanguard Total Bond Market | ETF-その他 | 0.23% | — | +0.03% | |
| 49 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-その他 | 0.23% | — | +1.80% | |
| 50 | UITB | Victoryshares Core Intermedi | ETF-その他 | 0.23% | — | — |