CIK: 0001697493
申告総資産額
$17.5億
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 11.99% | +0.27% | +11.83% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 11.00% | +0.18% | +11.59% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.11% | -0.14% | +4.88% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 8.13% | -0.04% | +4.46% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 6.46% | — | +4.82% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 5.52% | -0.05% | +4.84% | |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 5.46% | — | +6.52% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.24% | — | +6.07% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 5.16% | — | +12.96% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.09% | — | +8.21% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.00% | — | +6.64% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.51% | -0.03% | +5.59% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.14% | — | +14.91% | |
| 14 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.12% | — | +9.70% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.89% | — | +3.41% | |
| 16 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.69% | — | +9.74% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.39% | -0.01% | +2.03% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.36% | +0.05% | +2.58% | |
| 19 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.29% | +0.01% | +4.27% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.25% | +0.06% | +3.23% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.11% | — | +8.78% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.09% | — | +8.87% | |
| 23 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.03% | — | +10.09% | |
| 24 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 1.02% | — | +9.21% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.95% | +0.05% | +3.22% | |
| 26 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.75% | — | +7.35% | |
| 27 | FMUSD | Ishares Msci Frontier 100 | ETF-その他 | 0.68% | — | +10.33% | |
| 28 | SUB | Ishares Short-term National | ETF-その他 | 0.57% | — | +0.23% | |
| 29 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.41% | +0.02% | +6.27% | |
| 30 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.32% | — | -4.14% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.27% | — | -11.71% |