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 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 17.27% | -1.01% | -2.16% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 15.30% | -0.14% | +0.95% | |
| 3 | USIG | Ishares Broad Usd Investment | ETF-その他 | 15.16% | -1.13% | +1.12% | |
| 4 | MBB | Ishares Mbs ETF | ETF-その他 | 13.09% | +0.85% | +0.74% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.13% | +0.37% | -0.13% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 3.99% | -0.31% | +0.92% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.69% | +0.23% | +2.79% | |
| 8 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 3.64% | +0.41% | +0.96% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.60% | +0.90% | -13.48% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.62% | +0.14% | -3.38% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 2.00% | — | — | |
| 12 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.52% | +0.21% | -16.02% | |
| 13 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.29% | -0.27% | +7.70% | |
| 14 | DFAT | Dimensional US Target Value | ETF-その他 | 1.25% | — | +0.44% | |
| 15 | VTC | Vanguard Total Corporate Bnd | ETF-投資適格社債 | 1.23% | -0.24% | -0.26% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.22% | -0.25% | +8.27% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.10% | -0.04% | -4.69% | |
| 18 | DFIP | Dimensional Inflation-protec | ETF-その他 | 1.00% | -0.07% | +50.47% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.88% | +0.05% | -1.75% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 0.87% | +0.18% | — | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.77% | +0.08% | -6.27% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.69% | -0.08% | -0.93% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.68% | -0.07% | -3.42% | |
| 24 | CBT | Cabot CORP | 株式-素材 | 0.53% | -0.08% | -3.97% | |
| 25 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.51% | — | +0.06% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.43% | +0.01% | -14.21% | |
| 27 | BNDW | Vanguard Total World Bond Et | ETF-その他 | 0.42% | -0.08% | +9.80% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.34% | +0.01% | +11.08% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.31% | — | — | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.25% | — | -21.33% | |
| 31 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.16% | — | -3.55% | |
| 32 | IGOV | Ishares International Treasu | ETF-その他 | 0.09% | — | — |