CIK: 0001744073
申告総資産額
$20.7億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 18.64% | — | +14.25% | |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 10.47% | — | +12.97% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 7.47% | — | +22.17% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.25% | — | +29.08% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 5.97% | — | +20.64% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.39% | — | +32.11% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.65% | — | +2.15% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.87% | — | +31.31% | |
| 9 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 2.73% | — | +1.95% | |
| 10 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 2.59% | — | +3.10% | |
| 11 | USDU | Wisdomtree Bbg Usd Bullish | ETF-その他 | 2.57% | — | +18.03% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.82% | — | — | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.72% | — | +23.65% | |
| 14 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.60% | — | +8.99% | |
| 15 | ✓ | Invesco Financial Preferred ETF | ETF-その他 | 1.40% | — | +257.42% | |
| 16 | GS | Goldman Sachs Group INC | 株式-金融 | 1.38% | — | +72.07% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.10% | — | — | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.00% | — | +1.18% | |
| 19 | PBPUSD | Invesco S&p 500 Buywrite ETF | ETF-大型株・グロース | 0.95% | — | +20.19% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.83% | — | -2.04% | |
| 21 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.82% | — | -6.09% | |
| 22 | CMF | Ishares California Muni Bond | ETF-その他 | 0.77% | — | -54.40% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.77% | — | -2.16% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.75% | — | +3.77% | |
| 25 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.71% | — | +4.74% | |
| 26 | SUB | Ishares Short-term National | ETF-その他 | 0.71% | — | -11.61% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.70% | — | +3.20% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.68% | — | +19.67% | |
| 29 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.68% | — | +5.64% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.68% | — | — | |
| 31 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 0.63% | — | +13.40% | |
| 32 | CSM | Proshares Large Cap Core Plu | ETF-大型株・グロース | 0.62% | — | +3.04% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.60% | — | -18.19% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.56% | — | — | |
| 35 | VTV | Vanguard Value ETF | ETF-その他 | 0.53% | — | +9.43% | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.52% | — | +2.27% | |
| 37 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.51% | — | — | |
| 38 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.49% | — | -60.47% | |
| 39 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.49% | — | -2.01% | |
| 40 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.46% | — | +186.69% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.43% | — | — | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.43% | — | — | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.42% | — | +12.34% | |
| 44 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.33% | — | — | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.33% | — | +0.23% | |
| 46 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.31% | — | +10.55% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.29% | — | +125.48% | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.28% | — | — | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.26% | — | +0.74% | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.20% | — | +2.16% |