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 | 14.03% | +0.52% | +15.00% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 12.02% | +0.52% | +0.30% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 9.88% | -1.18% | +21.12% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.54% | -0.01% | +1589.73% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 6.70% | +0.24% | -47.71% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.69% | -0.18% | — | |
| 7 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.72% | -0.05% | -8.12% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.38% | -0.34% | — | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 4.25% | -0.23% | +370.21% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.82% | +0.62% | -46.96% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.73% | +0.05% | +0.30% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.68% | +0.13% | -1.68% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.12% | +0.01% | -1.14% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.10% | -0.19% | — | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.08% | +0.10% | -4.60% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.36% | -0.42% | -38.13% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.89% | -0.06% | -24.03% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.35% | -0.24% | -52.21% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.96% | +1.42% | +76.76% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.90% | -0.04% | — | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.89% | -0.33% | — | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.52% | -0.05% | — | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.34% | -0.03% | -0.32% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.27% | +0.01% | -0.38% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.27% | -0.02% | -0.35% | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.26% | -0.03% | — | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.25% | +0.05% | — |