CIK: 0001835866
申告総資産額
$2.9億
| # | 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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 16.81% | +0.40% | +7.10% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.13% | +0.33% | +6.94% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 10.84% | -0.96% | +6.22% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 9.65% | +0.26% | +6.42% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 8.25% | +0.18% | +7.55% | |
| 6 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 7.87% | +0.03% | +7.72% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.79% | +0.06% | +7.64% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.71% | -0.10% | -1.82% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 3.26% | — | -26.64% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 3.15% | -0.04% | -1.39% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.75% | — | +2.13% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.73% | +0.01% | -18.48% | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.46% | — | -2.41% | |
| 14 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.43% | — | +8.70% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.25% | -0.02% | -6.66% | |
| 16 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.17% | — | -0.31% | |
| 17 | IGE | Ishares North American Natur | ETF-その他 | 1.17% | +0.13% | -15.99% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.04% | -0.02% | +3.92% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.01% | -0.09% | -3.47% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.79% | -0.01% | -18.12% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.79% | +0.03% | -2.00% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.79% | — | -14.76% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.76% | -0.02% | -3.41% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.75% | +0.03% | -0.50% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.63% | -0.06% | -0.10% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.58% | — | -0.49% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.46% | — | — | |
| 28 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.41% | -0.02% | -3.70% | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.35% | — | +29.78% | |
| 30 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.32% | — | -34.55% | |
| 31 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.30% | — | -36.66% | |
| 32 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.30% | — | -12.55% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.29% | -0.01% | +5.17% | |
| 34 | BND | Vanguard Total Bond Market | ETF-その他 | 0.27% | — | +9.37% | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.25% | -0.02% | +0.24% | |
| 36 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.23% | -0.02% | -11.76% | |
| 37 | XLE | Ss Energy Select Sector | ETF-その他 | 0.20% | +0.07% | NEW | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.17% | — | — | |
| 39 | RMD | Resmed INC | 株式-ヘルスケア | 0.16% | -0.01% | — | |
| 40 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.16% | -0.02% | +23.14% | |
| 41 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.13% | — | -0.44% | |
| 42 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.13% | — | — | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.12% | — | — | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.12% | — | — | |
| 45 | EMR | Emerson Electric Co | 株式-資本財 | 0.09% | -0.01% | — |