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 | 17.43% | — | +13.39% | |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 9.40% | — | +8.32% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 8.57% | — | +19.89% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.71% | — | +42.23% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 6.55% | — | +16.37% | |
| 6 | CLDR | Cloudera INC | 株式-その他 | 6.07% | — | — | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.47% | — | +12.34% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 5.02% | — | +10.24% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 4.06% | — | +42.14% | |
| 10 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 2.38% | — | +41.72% | |
| 11 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 2.37% | — | +7.79% | |
| 12 | ✓ | Invesco Financial Preferred ETF | ETF-その他 | 1.85% | — | +40.87% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.78% | — | +13.59% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.60% | — | +22.42% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.14% | — | +243.38% | |
| 16 | PBPUSD | Invesco S&p 500 Buywrite ETF | ETF-大型株・グロース | 1.04% | — | -15.77% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.88% | — | +60.40% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.84% | — | +21.70% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.81% | — | +117.97% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.74% | — | +0.92% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.73% | — | +30.65% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.64% | — | +12.31% | |
| 23 | CORT | Corcept Therapeutics INC | 株式-ヘルスケア | 0.61% | — | +3.04% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.60% | — | — | |
| 25 | USDU | Wisdomtree Bbg Usd Bullish | ETF-その他 | 0.52% | — | -8.10% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.52% | — | -2.40% | |
| 27 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.48% | — | -2.74% | |
| 28 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.47% | — | +12.84% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.46% | — | -6.21% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.39% | — | +11.99% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.39% | — | +0.11% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.35% | — | -3.31% | |
| 33 | CSM | Proshares Large Cap Core Plu | ETF-大型株・グロース | 0.35% | — | -0.03% | |
| 34 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.34% | — | — | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.34% | — | +0.05% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.34% | — | +89.80% | |
| 37 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.33% | — | — | |
| 38 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.33% | — | — | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.31% | — | +0.24% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.30% | — | +17.00% | |
| 41 | BND | Vanguard Total Bond Market | ETF-その他 | 0.30% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.30% | — | — | |
| 43 | AAPL | Apple INC | 株式-IT | 0.27% | — | +20.68% | |
| 44 | CMF | Ishares California Muni Bond | ETF-その他 | 0.27% | — | +70.65% | |
| 45 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.26% | — | +0.08% | |
| 46 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.26% | — | +17.16% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.25% | — | -19.04% | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.24% | — | +21.00% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.22% | — | +47.42% | |
| 50 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.19% | — | — |