CIK: 0001454759
申告総資産額
$2863.4万
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.67% | — | -0.49% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 9.60% | — | -0.45% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-その他 | 8.76% | — | -0.06% | |
| 4 | SCHH | Schwab US Reit ETF | ETF-その他 | 8.12% | — | +0.18% | |
| 5 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 8.03% | — | -0.16% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 7.93% | — | -1.20% | |
| 7 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 5.95% | — | +1.46% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 5.69% | — | +0.42% | |
| 9 | ✓ | 株式-その他 | 5.15% | — | +1.82% | ||
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.86% | — | +1.08% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.81% | — | +1.70% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.17% | — | +1.29% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.43% | — | +3.76% | |
| 14 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.14% | — | +5.80% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.59% | — | +0.72% | |
| 16 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-その他 | 1.01% | — | +3.72% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.91% | — | +5.33% | |
| 18 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.79% | — | +4.61% | |
| 19 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.74% | — | +4.80% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.69% | — | +5.66% | |
| 21 | XLF | Ss Financial Select Sector | ETF-その他 | 0.68% | — | +5.34% | |
| 22 | KIE | Ss Spdr S&p Insurance ETF | ETF-その他 | 0.66% | — | +5.22% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.64% | — | +5.88% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.51% | — | +41.49% | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.41% | — | +13.63% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.41% | — | +7.00% | |
| 27 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.40% | — | +13.84% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.38% | — | +48.07% | |
| 29 | MTW | The Manitowoc Company, Inc. | 株式-その他 | 0.29% | — | — | |
| 30 | OSK | Oshkosh CORP | 株式-資本財 | 0.23% | — | — | |
| 31 | PLXS | Plexus CORP | 株式-IT | 0.22% | — | — | |
| 32 | MTG | Mgic Investment CORP | 株式-金融 | 0.14% | — | — |