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 | 10.64% | — | +0.95% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.84% | — | +4.23% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-その他 | 7.97% | — | -4.19% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.56% | — | -0.82% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 5.48% | — | -2.20% | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 5.38% | — | -0.21% | |
| 7 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 5.06% | — | +1.12% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.93% | — | -0.54% | |
| 9 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 4.91% | — | -0.98% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-その他 | 4.13% | — | -0.62% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.83% | — | -2.61% | |
| 12 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 3.36% | — | -0.21% | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 3.29% | — | -2.49% | |
| 14 | DFIS | Dimensional International Sm | ETF-その他 | 2.01% | — | -2.89% | |
| 15 | MGMT | Ballast Small/mid Cap ETF | ETF-その他 | 1.87% | — | -1.56% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.56% | — | +12.20% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.56% | — | +5.39% | |
| 18 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 1.30% | — | +351.88% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 1.17% | — | -21.22% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 0.96% | — | -5.48% | |
| 21 | ROAM | Hartford Multifact Emrg Mrkt | ETF-その他 | 0.95% | — | — | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.93% | — | +364.73% | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.88% | — | -2.72% | |
| 24 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 0.86% | — | — | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.82% | — | -0.35% | |
| 26 | ROUS | Hartford Multifact US Eqty | ETF-その他 | 0.73% | — | -2.39% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.68% | — | -0.10% | |
| 28 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.68% | — | -2.98% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.65% | — | +0.04% | |
| 30 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.63% | — | -0.86% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.61% | — | -1.58% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.59% | — | -4.42% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.59% | — | — | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.51% | — | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.37% | — | -23.08% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | — | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.36% | — | -3.87% | |
| 38 | SON | Sonoco Products Co | 株式-一般消費財 | 0.33% | — | — | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.33% | — | +0.15% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.32% | — | -7.55% | |
| 41 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.30% | — | +32.32% | |
| 42 | NUE | Nucor CORP | 株式-素材 | 0.29% | — | — | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.29% | — | +0.34% | |
| 44 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.26% | — | -4.85% | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.25% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | — | -17.12% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.23% | — | -1.65% | |
| 48 | UITB | Victoryshares Core Intermedi | ETF-その他 | 0.23% | — | — | |
| 49 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.23% | — | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.22% | — | +0.32% |