CIK: 0001844278
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 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 6.58% | -0.02% | +6.64% | |
| 2 | IAU | Ishares Gold Trust | ETF-コモディティ | 6.22% | -0.16% | -0.86% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.08% | -0.43% | +10.53% | |
| 4 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 5.92% | +0.16% | +9.91% | |
| 5 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 5.91% | +0.09% | +11.46% | |
| 6 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 4.16% | -0.02% | -1.70% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 3.92% | — | +8.43% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.23% | +0.16% | +14.94% | |
| 9 | DFIV | Dimensional International Va | ETF-その他 | 3.06% | +0.02% | +31.60% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.91% | -0.18% | +4.21% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.28% | +0.24% | +11.93% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.25% | — | -3.75% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.97% | — | -0.79% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.96% | — | +0.70% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.71% | -0.06% | +3.02% | |
| 16 | DISV | Dimensional International Sm | ETF-その他 | 1.67% | +0.07% | +21.23% | |
| 17 | IDV | Ishares International Select | ETF-その他 | 1.66% | — | -1.83% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.61% | -0.12% | -2.16% | |
| 19 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 1.49% | +0.17% | +49.97% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.49% | — | -3.06% | |
| 21 | XBJA | Innovator US Eq Ac 9 Buff-j | ETF-その他 | 1.44% | -0.01% | +39.71% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.43% | — | +1.25% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.42% | +0.08% | -1.01% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.26% | -0.11% | +3.51% | |
| 25 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 1.26% | -0.04% | -0.98% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.25% | +0.11% | +10.41% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.06% | -0.06% | -1.36% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.05% | — | -5.14% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.04% | — | +2.87% | |
| 30 | DFIP | Dimensional Inflation-protec | ETF-その他 | 1.04% | +0.17% | +16.46% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.01% | -0.09% | +3.01% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.94% | — | -0.22% | |
| 33 | DFEV | Dimensional Emrg Mrkt Val | ETF-その他 | 0.89% | +0.05% | +27.29% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.88% | — | -0.10% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | +0.06% | -0.57% | |
| 36 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.83% | +0.02% | +6.03% | |
| 37 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.70% | +0.10% | +63.55% | |
| 38 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.68% | — | -0.57% | |
| 39 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.67% | — | +2.18% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.64% | — | -14.60% | |
| 41 | SIGI | Selective Insurance Group | 株式-金融 | 0.62% | -0.05% | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.60% | -0.04% | +0.29% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.52% | +0.18% | -3.89% | |
| 44 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.52% | +0.09% | -1.17% | |
| 45 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.51% | +0.07% | +55.87% | |
| 46 | LBAIUSD | Lakeland Bancorp INC | 株式-その他 | 0.43% | — | — | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.41% | -0.14% | -5.56% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | — | +3.21% | |
| 49 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.36% | — | -8.45% | |
| 50 | DE | Deere & Co | 株式-資本財 | 0.33% | — | -7.33% |