CIK: 0001840014
申告総資産額
$3.4億
| # | 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 | MFDX | Pimco Rafi Dynamic Multi-fac | ETF-その他 | 42.84% | -0.79% | -0.08% | |
| 2 | MFUS | Pimco Rafi Dynamic Multi-fac | ETF-その他 | 31.32% | -0.55% | -1.16% | |
| 3 | MFEM | Pimco Rafi Dynamic Multi-fac | ETF-その他 | 7.07% | +0.34% | +8.22% | |
| 4 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 6.35% | — | +2.18% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.30% | +0.42% | -6.95% | |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.14% | -0.10% | +2.69% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.74% | -0.03% | +168.53% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.20% | -0.07% | +61.17% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.46% | — | — | |
| 10 | AAPL | Apple INC | 株式-IT | 0.41% | — | +9.80% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.39% | -0.03% | — | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | +0.02% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | -0.04% | — | |
| 14 | JPEM | JPM Diversified Ret Em Equit | ETF-その他 | 0.28% | -0.10% | -36.55% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.24% | +0.03% | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.17% | -0.02% | — | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.16% | +0.06% | — | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.16% | — | -29.84% | |
| 19 | SSP | Ew Scripps Co/the-a | 株式-その他 | 0.15% | — | — |