CIK: 0001787663
申告総資産額
$6.2億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 16.44% | — | +60.08% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.68% | +0.06% | +67.81% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 8.49% | +0.05% | +2.98% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 8.38% | -0.68% | +1.21% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 8.10% | -1.46% | +51.45% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 7.56% | -0.10% | +2.49% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 7.41% | — | +37.32% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.44% | — | +65.68% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.40% | -0.98% | +59.63% | |
| 10 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 3.05% | — | +36.06% | |
| 11 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 2.22% | — | +57.40% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.17% | — | +3.63% | |
| 13 | VTWG | Vanguard Russell 2000 Growth | ETF-中小型株 | 2.15% | — | +1.16% | |
| 14 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 1.97% | — | +2.34% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.52% | — | +67.06% | |
| 16 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.36% | — | -3.05% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.15% | — | +56.09% | |
| 18 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 1.12% | — | +56.53% | |
| 19 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.83% | — | -2.92% | |
| 20 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.79% | — | +39.36% | |
| 21 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.70% | — | +1.89% | |
| 22 | EBND | State Street Spdr Bloomberg | ETF-その他 | 0.65% | — | +36.60% | |
| 23 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.61% | — | +54.07% | |
| 24 | CILUSD | Victoryshares International | ETF-その他 | 0.58% | -0.10% | EXIT | |
| 25 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 0.39% | — | +56.38% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.39% | -0.37% | — | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.33% | — | +57.87% | |
| 28 | MCO | Moody's CORP | 株式-金融 | 0.32% | — | — | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.28% | — | -63.40% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.28% | -0.27% | — | |
| 31 | DOCU | Docusign INC | 株式-IT | 0.28% | — | — | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | — | — | |
| 33 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.23% | — | +68.62% | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.23% | — | -11.19% | |
| 35 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.20% | — | — | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.14% | — | — | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.14% | — | — | |
| 38 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.14% | — | — | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.14% | +0.07% | — | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.13% | — | — | |
| 41 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 0.13% | — | — | |
| 42 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.12% | — | — | |
| 43 | CRMD | Cormedix INC | 株式-その他 | 0.05% | — | +23.78% |