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 | 17.90% | +0.40% | +7.41% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.21% | +0.33% | -9.16% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 8.40% | -0.96% | -3.91% | |
| 4 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 8.15% | +0.03% | +1.71% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 8.15% | +0.18% | +2.13% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-その他 | 7.88% | +0.26% | +4.49% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.78% | +0.06% | +3.03% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.57% | -0.10% | -0.54% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.19% | -0.02% | +31.54% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 2.69% | -0.04% | -10.19% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.44% | +0.03% | +58.23% | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.20% | — | -14.84% | |
| 13 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 2.08% | -0.09% | +18.85% | |
| 14 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.51% | — | +2.96% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.48% | -0.06% | +56.58% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.36% | +0.02% | -4.39% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.28% | — | +22.58% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.27% | +0.01% | -9.91% | |
| 19 | IGE | Ishares North American Natur | ETF-その他 | 1.22% | +0.13% | -1.72% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.06% | -0.02% | -0.82% | |
| 21 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 1.05% | — | -6.08% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.91% | — | -12.51% | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.78% | -0.02% | -2.46% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.75% | +0.03% | +2.70% | |
| 25 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.70% | -0.07% | +238.38% | |
| 26 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.62% | — | -0.27% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.56% | — | +2.39% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.55% | -0.01% | -3.57% | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.55% | — | +40.98% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.41% | — | -16.54% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.38% | -0.01% | +74.79% | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.32% | -0.01% | -4.33% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.30% | -0.02% | -23.59% | |
| 34 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.25% | -0.02% | +11.19% | |
| 35 | BND | Vanguard Total Bond Market | ETF-その他 | 0.22% | — | +3.13% | |
| 36 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.22% | — | — | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.19% | -0.02% | +8.98% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.18% | — | -0.92% | |
| 39 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.18% | -0.02% | — | |
| 40 | XLE | Ss Energy Select Sector | ETF-その他 | 0.17% | +0.07% | NEW | |
| 41 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.15% | — | -4.07% | |
| 42 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.14% | — | -8.78% | |
| 43 | RMD | Resmed INC | 株式-ヘルスケア | 0.14% | -0.01% | — | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.12% | — | -0.91% | |
| 45 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.10% | — | -1.08% | |
| 46 | EMR | Emerson Electric Co | 株式-資本財 | 0.10% | -0.01% | — | |
| 47 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.10% | — | — |