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 | 8.67% | +0.35% | +1.00% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 6.56% | +0.48% | -3.20% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.93% | -0.47% | -2.75% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.78% | -0.06% | -4.39% | |
| 5 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 5.02% | -0.12% | -2.13% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.32% | +0.04% | -1.73% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.30% | -0.19% | -3.17% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.95% | -0.12% | -2.41% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.93% | -0.06% | -0.99% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.67% | +0.12% | -0.60% | |
| 11 | TFPN | Blueprint Chspk Ma Trend ETF | ETF-その他 | 3.43% | +0.33% | +4.37% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.05% | -0.05% | -1.99% | |
| 13 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 2.99% | — | -5.27% | |
| 14 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.95% | -0.10% | -1.01% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.56% | -0.38% | -3.91% | |
| 16 | CGV | Conductor Global Eq Val ETF | ETF-その他 | 2.27% | +0.20% | +4.80% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.25% | +0.31% | +2.85% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.17% | -0.16% | -1.42% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.17% | -0.02% | +1.03% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.13% | -0.07% | -2.68% | |
| 21 | AFL | Aflac INC | 株式-金融 | 2.06% | — | -6.86% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.82% | +0.12% | +1.70% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.74% | -0.19% | +6.53% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.44% | -0.01% | -1.23% | |
| 25 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 1.05% | +0.32% | +3.45% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.01% | -0.27% | -0.28% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.00% | -0.06% | -1.81% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.91% | — | -0.07% | |
| 29 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.71% | -0.03% | -4.21% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.64% | -0.06% | — | |
| 31 | DWM | Wisdomtree International Equ | ETF-その他 | 0.53% | — | -3.04% | |
| 32 | XSVM | Invesco S&p Smallcap Value W | ETF-その他 | 0.51% | +0.08% | +0.55% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.49% | +0.01% | — | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.48% | -0.03% | -1.29% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | +0.08% | — | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | -0.06% | -4.66% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.45% | -0.08% | +42.53% | |
| 38 | XLF | Ss Financial Select Sector | ETF-その他 | 0.44% | -0.07% | -0.32% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | +0.17% | — | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | -0.02% | +3.56% | |
| 41 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.40% | — | +0.64% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.40% | -0.05% | +14.79% | |
| 43 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.40% | -0.03% | — | |
| 44 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 0.38% | -0.10% | -13.52% | |
| 45 | JMOM | Jpmorgan US Momentum Factor | ETF-その他 | 0.35% | — | -1.39% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.33% | -0.06% | -2.56% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.26% | — | -1.18% | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.25% | — | -4.15% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.23% | +0.02% | -5.26% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.23% | — | — |