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 | 19.03% | +0.40% | +10.67% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.24% | +0.33% | +0.49% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 9.68% | +0.26% | +1.86% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 9.09% | +0.18% | +1.68% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 8.58% | -0.96% | -12.38% | |
| 6 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 7.79% | +0.03% | -7.04% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.82% | +0.06% | +8.57% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.46% | -0.10% | -2.08% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 2.95% | -0.04% | -5.26% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.76% | — | -9.48% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.91% | +0.03% | +20.60% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.81% | -0.09% | +63.54% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.43% | +0.01% | -4.08% | |
| 14 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.40% | — | +4.41% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.37% | — | +80.31% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.27% | -0.02% | -56.25% | |
| 17 | IGE | Ishares North American Natur | ETF-その他 | 1.17% | +0.13% | -17.26% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.08% | — | -3.91% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.03% | -0.02% | +89.75% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.93% | -0.02% | +0.49% | |
| 21 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.73% | -0.07% | +103.82% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.70% | +0.03% | -0.53% | |
| 23 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.65% | — | -0.91% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.65% | — | -0.52% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.61% | -0.06% | -8.15% | |
| 26 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 0.59% | — | +33.65% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.59% | -0.02% | +6.53% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.59% | -0.01% | -4.50% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.48% | — | — | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.44% | — | -31.67% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.35% | -0.01% | +13.15% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.32% | -0.02% | -60.82% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.30% | — | -25.37% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.30% | -0.02% | +4.86% | |
| 35 | BND | Vanguard Total Bond Market | ETF-その他 | 0.26% | — | -2.33% | |
| 36 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.25% | — | -8.55% | |
| 37 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.24% | — | — | |
| 38 | XLE | Ss Energy Select Sector | ETF-その他 | 0.19% | +0.07% | NEW | |
| 39 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.18% | -0.02% | — | |
| 40 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.16% | — | -4.56% | |
| 41 | RMD | Resmed INC | 株式-ヘルスケア | 0.14% | -0.01% | — | |
| 42 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.13% | — | -6.48% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.12% | — | +2.09% | |
| 44 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.11% | — | -7.06% | |
| 45 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.10% | — | +39.12% |