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 | 15.67% | +0.40% | -7.84% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 11.16% | -0.96% | +0.93% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.78% | +0.33% | -4.49% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 9.01% | +0.26% | -4.16% | |
| 5 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 8.63% | +0.03% | -1.72% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 8.42% | +0.18% | +2.37% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.59% | -0.10% | -8.61% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.50% | +0.06% | -9.32% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 3.14% | -0.04% | -9.71% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.78% | — | -13.07% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.66% | -0.02% | +82.11% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.66% | +0.03% | +91.73% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.58% | +0.01% | -8.29% | |
| 14 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.46% | — | +1.52% | |
| 15 | IGE | Ishares North American Natur | ETF-その他 | 1.44% | +0.13% | -8.36% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.26% | -0.09% | +19.87% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.20% | — | -13.59% | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.02% | -0.02% | -8.20% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.75% | -0.02% | -0.11% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.73% | +0.03% | -1.95% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.71% | -0.06% | +14.40% | |
| 22 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.70% | — | -63.41% | |
| 23 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.70% | — | -31.26% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.70% | -0.01% | +0.07% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.69% | — | -5.66% | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.63% | — | +207.75% | |
| 27 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.55% | -0.02% | +25.34% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.52% | -0.02% | +127.40% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.49% | — | -1.85% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.42% | — | -23.22% | |
| 31 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 0.42% | — | — | |
| 32 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.41% | -0.07% | — | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.33% | -0.01% | +40.54% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.26% | -0.02% | +6.37% | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.26% | — | -4.30% | |
| 36 | BND | Vanguard Total Bond Market | ETF-その他 | 0.26% | — | +27.87% | |
| 37 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.25% | — | -8.40% | |
| 38 | XLE | Ss Energy Select Sector | ETF-その他 | 0.21% | +0.07% | NEW | |
| 39 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.18% | -0.02% | -12.73% | |
| 40 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.18% | — | — | |
| 41 | RMD | Resmed INC | 株式-ヘルスケア | 0.15% | -0.01% | — | |
| 42 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.14% | — | -14.33% | |
| 43 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.13% | — | — | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.13% | — | — | |
| 45 | EMR | Emerson Electric Co | 株式-資本財 | 0.10% | -0.01% | — | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.08% | — | -26.46% |