CIK: 0001501902
申告総資産額
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| # | 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 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 6.86% | — | +21.04% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 6.82% | — | +13.40% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 6.24% | — | +9.80% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.13% | — | +12.31% | |
| 5 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 4.76% | — | +23.61% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 4.74% | — | +19.00% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.22% | — | +0.44% | |
| 8 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 4.07% | — | +20.47% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.76% | — | +2.91% | |
| 10 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 3.52% | — | — | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.22% | — | +16.67% | |
| 12 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 3.12% | — | +18.88% | |
| 13 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.06% | — | +18.63% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-その他 | 3.03% | — | +12.69% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.81% | — | +14.63% | |
| 16 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 2.80% | — | +21.99% | |
| 17 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.98% | — | +20.48% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.86% | — | +22.65% | |
| 19 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 1.80% | — | +0.83% | |
| 20 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.62% | — | +45.08% | |
| 21 | SMFG | Sumitomo Mitsui Financial Group, Inc. | 株式-金融 | 1.54% | — | -7.40% | |
| 22 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.41% | — | +20.31% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.38% | — | -1.17% | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.36% | — | — | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.28% | — | +1.71% | |
| 26 | ✓ | Powershares Act Mang Comm Fd | 株式-その他 | 1.27% | — | -35.02% | |
| 27 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 1.23% | — | -0.92% | |
| 28 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.16% | — | +23.42% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.98% | — | +136.96% | |
| 30 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.93% | — | +0.63% | |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.90% | — | -22.46% | |
| 32 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 0.83% | — | +2.11% | |
| 33 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.79% | — | +92.66% | |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.79% | — | +155.36% | |
| 35 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.72% | — | +0.73% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.70% | — | +62.70% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.70% | — | -4.00% | |
| 38 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 0.53% | — | +0.62% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.49% | — | +1051.99% | |
| 40 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.48% | — | -4.97% | |
| 41 | PXF | Invesco Ftse Rafi Developed | ETF-その他 | 0.48% | — | +30.05% | |
| 42 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.44% | — | +2.14% | |
| 43 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.44% | — | -3.69% | |
| 44 | DWX | State Street Spdr S&p Intern | ETF-その他 | 0.42% | — | +55.26% | |
| 45 | ✓ | FTSE RAFI Emerg Mkts | 株式-その他 | 0.40% | — | -0.28% | |
| 46 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 0.35% | — | -1.88% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.34% | — | -3.89% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.33% | — | +161.35% | |
| 49 | ✓ | Powershares Global ETF Trust E | ETF-その他 | 0.32% | — | -3.56% | |
| 50 | ✓ | Spdr Series | 株式-その他 | 0.30% | — | +22.32% |