CIK: 0001623707
申告総資産額
$4.6億
| # | 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 | 13.83% | -0.85% | -2.78% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 7.03% | -0.07% | +4.40% | |
| 3 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 6.45% | -0.45% | +2.33% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.27% | — | +7.94% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.51% | — | -1.14% | |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 4.12% | +0.07% | +4.56% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.91% | +0.07% | +1.99% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.55% | -0.11% | +5.49% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.93% | +0.04% | -3.41% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.88% | -0.13% | -3.68% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.80% | -0.13% | -3.31% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.75% | +0.01% | +4.52% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.62% | — | -9.41% | |
| 14 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 2.49% | — | +4.26% | |
| 15 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.20% | +0.05% | +4.46% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.17% | +0.20% | +15.14% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.83% | +0.16% | +10.03% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.78% | +0.05% | +2.63% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.69% | -0.11% | -6.77% | |
| 20 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.52% | -0.03% | +3.88% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.51% | +0.12% | -2.33% | |
| 22 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 1.33% | -0.09% | +3.27% | |
| 23 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.30% | +0.10% | +3.06% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.30% | +0.22% | +16.81% | |
| 25 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 1.21% | -0.08% | EXIT | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.18% | +0.11% | +5.87% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.10% | +0.10% | +2.55% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.07% | — | +1.18% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.98% | — | -1.38% | |
| 30 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.88% | +0.19% | +3.20% | |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.77% | +0.65% | +11.91% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.73% | -0.08% | — | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.72% | -0.18% | — | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.71% | — | +8.12% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.70% | -0.07% | +4.45% | |
| 36 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.57% | — | -4.96% | |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.52% | — | -7.93% | |
| 38 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.44% | — | -4.63% | |
| 39 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.36% | +0.03% | -0.94% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.33% | — | — | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | +0.03% | -2.02% | |
| 42 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.30% | — | +4.04% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.29% | -0.03% | — | |
| 44 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.29% | +0.03% | +5.84% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.27% | — | +0.10% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | +0.06% | -0.13% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.26% | — | +990.10% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | -0.03% | +0.05% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.21% | — | -1.17% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.20% | -0.05% | — |