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 | 18.00% | +0.40% | -7.32% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.58% | +0.33% | +10.75% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 9.34% | -0.96% | +7.85% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 8.59% | +0.18% | -4.37% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 8.10% | +0.26% | -15.55% | |
| 6 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 7.81% | +0.03% | +1.88% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.73% | +0.06% | +6.43% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.48% | -0.10% | +1.79% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 2.87% | -0.04% | -1.09% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.79% | — | -1.97% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.61% | -0.02% | +101.63% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.87% | -0.09% | +3.06% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.51% | +0.02% | — | |
| 14 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.50% | — | +5.13% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.47% | +0.03% | -17.44% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.38% | +0.01% | -3.71% | |
| 17 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 1.20% | — | +105.59% | |
| 18 | IGE | Ishares North American Natur | ETF-その他 | 1.15% | +0.13% | -3.23% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.14% | — | -17.29% | |
| 20 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.06% | — | -1.41% | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.03% | -0.02% | +1.94% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.88% | -0.06% | +53.38% | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.75% | -0.02% | -14.10% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.67% | +0.03% | +2.90% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.61% | -0.01% | -0.60% | |
| 26 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.60% | — | — | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.58% | — | -2.45% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.47% | — | — | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.43% | -0.02% | +28.76% | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.40% | — | -1.09% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.33% | -0.01% | -2.30% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.24% | -0.02% | -58.60% | |
| 33 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.24% | — | -9.11% | |
| 34 | BND | Vanguard Total Bond Market | ETF-その他 | 0.23% | — | -12.40% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.23% | -0.01% | — | |
| 36 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.22% | -0.07% | -69.40% | |
| 37 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.21% | — | -4.23% | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.19% | -0.02% | -39.28% | |
| 39 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.19% | — | — | |
| 40 | XLE | Ss Energy Select Sector | ETF-その他 | 0.18% | +0.07% | NEW | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.17% | — | -38.20% | |
| 42 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.17% | -0.02% | — | |
| 43 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.16% | — | — | |
| 44 | RMD | Resmed INC | 株式-ヘルスケア | 0.16% | -0.01% | — | |
| 45 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.14% | — | — | |
| 46 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.13% | — | +1.65% | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.11% | — | — | |
| 48 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.10% | — | — |