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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 11.67% | — | +181.69% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 9.83% | — | -8.46% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 6.88% | -0.68% | +0.94% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.19% | -0.98% | +14.67% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 6.19% | -0.10% | +0.62% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.83% | +0.06% | -55.29% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.58% | +0.05% | -1.95% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.08% | -3.39% | +40.53% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 3.85% | -1.46% | -27.50% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.81% | — | +215.59% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.35% | — | +15.27% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.86% | — | +1.90% | |
| 13 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 2.82% | — | +57.92% | |
| 14 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 2.58% | -0.16% | +161.70% | |
| 15 | AAPL | Apple INC | 株式-IT | 2.15% | -0.37% | +0.13% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 2.13% | +10.18% | -2.01% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.76% | -0.19% | -0.81% | |
| 18 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 1.69% | — | -2.53% | |
| 19 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 1.56% | — | -0.65% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.30% | — | +0.61% | |
| 21 | VTWG | Vanguard Russell 2000 Growth | ETF-中小型株 | 1.25% | — | -4.34% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.18% | — | -6.91% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.11% | — | +4.79% | |
| 24 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 1.07% | -0.20% | EXIT | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.06% | — | -11.48% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.03% | — | -2.19% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.73% | — | -1.40% | |
| 28 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 0.37% | — | -74.46% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.37% | -0.27% | -0.40% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.31% | — | -8.31% | |
| 31 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.30% | — | -12.49% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.29% | — | +0.37% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.29% | — | -0.39% | |
| 34 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.26% | — | -4.65% | |
| 35 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.23% | — | +0.15% | |
| 36 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.21% | — | -64.57% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | -0.05% | +0.97% | |
| 38 | MCO | Moody's CORP | 株式-金融 | 0.18% | — | — | |
| 39 | CILUSD | Victoryshares International | ETF-その他 | 0.18% | -0.10% | EXIT | |
| 40 | XLF | Ss Financial Select Sector | ETF-その他 | 0.16% | — | +0.46% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.16% | — | +0.09% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.15% | +0.08% | +0.86% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.15% | — | — | |
| 44 | SUB | Ishares Short-term National | ETF-その他 | 0.14% | — | +0.33% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.13% | — | +0.37% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.13% | +0.07% | +68.32% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.13% | — | +3.80% | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.13% | — | -18.08% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.11% | — | +0.16% | |
| 50 | CRM | Salesforce INC | 株式-IT | 0.11% | — | — |