CIK: 0001874146
申告総資産額
$2.1億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.95% | +0.52% | +0.84% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 12.81% | +0.24% | +124.34% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 12.11% | +0.52% | -0.49% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 8.04% | -1.18% | -17.67% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 7.08% | +0.62% | -1.83% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 6.07% | -0.18% | — | |
| 7 | MUB | Ishares National Muni Bond E | ETF-その他 | 5.04% | -0.05% | -6.60% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.36% | -0.34% | — | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.04% | -0.42% | +17.33% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.77% | +0.13% | +0.08% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.67% | +0.05% | +0.31% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.49% | +0.10% | +8.14% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.02% | -0.19% | +1.59% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.01% | +0.01% | +0.45% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.78% | -0.24% | +342.21% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 2.48% | -0.06% | +621.35% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.90% | -0.04% | — | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.89% | -0.33% | — | |
| 19 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.88% | -0.23% | +11.07% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.53% | +1.42% | -1.84% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.52% | -0.05% | -5.43% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.45% | -0.01% | -95.56% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.34% | -0.03% | +14.85% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.28% | +0.01% | -1.99% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.26% | -0.02% | — | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | +0.05% | — |