CIK: 0002034566
申告総資産額
$1.5億
| # | 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 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.92% | +0.35% | -0.86% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 6.61% | +0.48% | +9.03% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.01% | -0.47% | -0.92% | |
| 4 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 5.55% | -0.12% | -4.95% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.03% | -0.19% | -2.30% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.34% | +0.04% | -1.38% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.24% | -0.06% | -1.05% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.23% | -0.06% | -6.25% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.15% | -0.12% | -0.99% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.68% | +0.12% | -2.63% | |
| 11 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 3.53% | — | -3.95% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.35% | -0.05% | -1.10% | |
| 13 | TFPN | Blueprint Chspk Ma Trend ETF | ETF-その他 | 3.09% | +0.33% | +37.41% | |
| 14 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.07% | -0.10% | -1.20% | |
| 15 | AFL | Aflac INC | 株式-金融 | 2.78% | — | — | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.46% | -0.38% | -3.20% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.40% | -0.07% | -7.26% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.25% | -0.16% | -6.38% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.85% | -0.19% | -3.51% | |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.82% | +0.31% | -0.33% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.54% | -0.01% | -1.80% | |
| 22 | CGV | Conductor Global Eq Val ETF | ETF-その他 | 1.51% | +0.20% | +62.12% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.50% | +0.12% | +13.60% | |
| 24 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.38% | -0.02% | -4.11% | |
| 25 | DWM | Wisdomtree International Equ | ETF-その他 | 1.22% | — | -36.60% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.01% | — | -7.85% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 1.01% | -0.27% | -90.04% | |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.73% | -0.03% | -3.47% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.71% | -0.06% | -2.05% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.63% | — | -31.49% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.61% | -0.06% | -2.39% | |
| 32 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.53% | -0.03% | -6.11% | |
| 33 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.53% | +0.32% | +25.98% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.52% | -0.03% | +0.78% | |
| 35 | XLF | Ss Financial Select Sector | ETF-その他 | 0.51% | -0.07% | -7.54% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | +0.17% | — | |
| 37 | JMOM | Jpmorgan US Momentum Factor | ETF-その他 | 0.47% | — | -14.85% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | +0.08% | +3.40% | |
| 39 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 0.43% | -0.10% | -3.45% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | -0.02% | -3.41% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.41% | — | -6.43% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | -0.06% | +3.21% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.38% | -0.08% | -5.42% | |
| 44 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.38% | — | — | |
| 45 | XSVM | Invesco S&p Smallcap Value W | ETF-その他 | 0.35% | +0.08% | +2.27% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.33% | +0.01% | — | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.30% | +0.02% | — | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.30% | — | -23.83% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.29% | -0.06% | -1.65% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.28% | -0.05% | -0.43% |