CIK: 0002077991
申告総資産額
$1.5億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 5.47% | -0.34% | -3.49% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 5.36% | +0.18% | +0.82% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 5.25% | -0.55% | -5.15% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.27% | +0.13% | +5.34% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.95% | +0.03% | +0.25% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.81% | -0.12% | -0.72% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.54% | -0.06% | -2.75% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.46% | — | -1.02% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.41% | -0.15% | -1.74% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 3.26% | +0.04% | +3.01% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.22% | +0.09% | +6.80% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.09% | +0.09% | +4.45% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.87% | -0.05% | -2.34% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.75% | +0.01% | -0.26% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.75% | -0.11% | -3.81% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.40% | +0.11% | +4.52% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.38% | -0.02% | -4.38% | |
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 2.27% | +0.08% | -5.69% | |
| 19 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 2.18% | -0.01% | -2.63% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.91% | -0.05% | -3.38% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.88% | +0.07% | +2.23% | |
| 22 | VTC | Vanguard Total Corporate Bnd | ETF-投資適格社債 | 1.85% | — | +4.31% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.59% | +0.06% | +3.85% | |
| 24 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.54% | — | +5.08% | |
| 25 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 1.43% | — | -3.97% | |
| 26 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 1.37% | — | -2.42% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.34% | — | -0.41% | |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.30% | +0.05% | +0.47% | |
| 29 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.23% | — | +5.32% | |
| 30 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.15% | -0.11% | -7.09% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.12% | +0.07% | -1.48% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.94% | -0.02% | -0.13% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.89% | +0.04% | -1.71% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.84% | -0.14% | -1.93% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.71% | -0.07% | -5.18% | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.68% | -0.04% | -0.90% | |
| 37 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.67% | — | -0.78% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.66% | -0.02% | +4.78% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.62% | — | -0.64% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.60% | — | -2.03% | |
| 41 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.59% | -0.01% | +4.35% | |
| 42 | AAPL | Apple INC | 株式-IT | 0.59% | +0.55% | NEW | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.58% | -0.09% | — | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.52% | -0.03% | +2.55% | |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.48% | +0.04% | -1.01% | |
| 46 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.48% | -0.04% | -2.11% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.47% | — | -9.70% | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.42% | +0.09% | +16.00% | |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.42% | -0.03% | +2.12% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.40% | — | -1.21% |