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 | 7.84% | +0.35% | +5.25% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 6.17% | +0.48% | +30.49% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.04% | -0.47% | -2.66% | |
| 4 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 5.71% | -0.12% | -3.86% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.98% | -0.19% | -1.93% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.58% | -0.06% | +5.25% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.25% | -0.06% | +4.40% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.24% | +0.04% | +1.18% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.04% | -0.12% | -4.69% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.61% | +0.12% | +2.62% | |
| 11 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 3.56% | — | -2.79% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.41% | -0.05% | -1.08% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.00% | -0.10% | -0.52% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.59% | -0.38% | -7.20% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.49% | -0.07% | -21.40% | |
| 16 | TFPN | Blueprint Chspk Ma Trend ETF | ETF-その他 | 2.42% | +0.33% | — | |
| 17 | AFL | Aflac INC | 株式-金融 | 2.33% | — | +36.35% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.31% | -0.16% | -6.19% | |
| 19 | DWM | Wisdomtree International Equ | ETF-その他 | 1.89% | — | -27.25% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.82% | -0.19% | +6.92% | |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.80% | +0.31% | +1.66% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.55% | -0.01% | -2.00% | |
| 23 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.40% | -0.02% | -5.79% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.30% | +0.12% | +235.20% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.13% | — | +9.49% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.10% | -0.27% | +865.63% | |
| 27 | CGV | Conductor Global Eq Val ETF | ETF-その他 | 0.92% | +0.20% | — | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.91% | — | -42.99% | |
| 29 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.75% | -0.03% | -3.57% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.72% | -0.06% | +2.24% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.67% | -0.06% | +890.77% | |
| 32 | GMOM | Cambria Global Momentum ETF | ETF-その他 | 0.65% | — | -61.71% | |
| 33 | JMOM | Jpmorgan US Momentum Factor | ETF-その他 | 0.54% | — | -40.96% | |
| 34 | XLF | Ss Financial Select Sector | ETF-その他 | 0.52% | -0.07% | -16.46% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.17% | — | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.49% | -0.03% | +0.96% | |
| 37 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.47% | -0.03% | -10.81% | |
| 38 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 0.44% | -0.10% | -1.85% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | -0.08% | +5.24% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.43% | — | -41.30% | |
| 41 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.41% | +0.32% | — | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | +0.08% | -0.83% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | -0.02% | -1.01% | |
| 44 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.38% | — | — | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.38% | — | +2.88% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | -0.06% | -14.78% | |
| 47 | XSVM | Invesco S&p Smallcap Value W | ETF-その他 | 0.34% | +0.08% | +51.69% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.34% | -0.06% | — | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.33% | -0.05% | — | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.32% | +0.01% | +17.34% |