CIK: 0001567738
申告総資産額
$5.5億
| # | 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 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 38.37% | — | -2.09% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 21.15% | -0.14% | +2.86% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.71% | +0.90% | -1.60% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 5.33% | — | -3.76% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-その他 | 4.75% | -0.07% | +1.64% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.93% | +0.37% | +0.39% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.24% | -0.08% | -1.94% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.67% | — | +262.99% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.19% | -1.01% | +4.32% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.99% | +0.05% | -0.32% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 1.25% | +0.01% | -3.52% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.85% | +0.01% | -7.44% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.64% | +0.14% | — | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 0.58% | +0.18% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | — | — | |
| 16 | ONB | Cmc Materials INC | 株式-金融 | 0.45% | — | — | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.43% | — | +1.55% | |
| 18 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.31% | — | — | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.28% | -0.31% | +0.04% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.25% | — | +3.17% | |
| 21 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.19% | -0.27% | — | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.18% | +0.08% | -0.57% | |
| 23 | CMPR | Cimpress plc | 株式-その他 | 0.18% | — | -37.66% | |
| 24 | CBT | Cabot CORP | 株式-素材 | 0.18% | -0.08% | — | |
| 25 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.17% | — | +0.08% | |
| 26 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.16% | — | -3.52% |