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 | 8.18% | — | +20.48% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.57% | — | +16.89% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 5.61% | — | +10.86% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 5.57% | — | +22.11% | |
| 5 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 5.50% | — | +22.02% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 5.40% | — | +21.84% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.11% | — | +15.09% | |
| 8 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 3.76% | — | +23.56% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.72% | — | +16.03% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.25% | — | -3.08% | |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 3.19% | — | +13.17% | |
| 12 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 3.02% | — | +17.71% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.95% | — | -0.00% | |
| 14 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 2.88% | — | +22.14% | |
| 15 | SCHH | Schwab US Reit ETF | ETF-その他 | 2.72% | — | +13.83% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.60% | — | +11.61% | |
| 17 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 2.15% | — | +20.03% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.03% | — | +22.00% | |
| 19 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.57% | — | +14.70% | |
| 20 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.51% | — | +23.09% | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.39% | — | +23.09% | |
| 22 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 1.32% | — | -0.82% | |
| 23 | ✓ | Powershares | 株式-その他 | 1.25% | — | +23930.37% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.07% | — | +26.16% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.06% | — | -5.10% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.03% | — | +18.17% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.99% | — | -3.53% | |
| 28 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.95% | — | — | |
| 29 | ✓ | Powershares Act Mang Comm Fd | 株式-その他 | 0.87% | — | -4.54% | |
| 30 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 0.73% | — | +9.87% | |
| 31 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.73% | — | -14.25% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.72% | — | -0.65% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.66% | — | +0.58% | |
| 34 | DWX | State Street Spdr S&p Intern | ETF-その他 | 0.65% | — | +26.63% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.64% | — | -6.78% | |
| 36 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.58% | — | +0.03% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.58% | — | +24.36% | |
| 38 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.55% | — | -0.70% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.54% | — | -1.97% | |
| 40 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.44% | — | +42.13% | |
| 41 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.41% | — | +24.13% | |
| 42 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 0.39% | — | -0.34% | |
| 43 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.38% | — | -4.55% | |
| 44 | PXF | Invesco Ftse Rafi Developed | ETF-その他 | 0.38% | — | -1.81% | |
| 45 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.37% | — | -61.28% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.37% | — | +0.37% | |
| 47 | ✓ | Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs | ETF-コモディティ | 0.31% | — | +106.48% | |
| 48 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 0.30% | — | +0.91% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.27% | — | -1.72% | |
| 50 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | 株式-その他 | 0.26% | — | -7.39% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Powershares | +1.2% | +23930.37% | 増加 |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.8% | +20.48% | 増加 |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.8% | +21.84% | 増加 |
| 4 | SCHX | Schwab US Large-cap ETF | +0.5% | +16.89% | 増加 |
| 5 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.4% | +22.02% | 増加 |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.4% | +22.11% | 増加 |
| 7 | SCHA | Schwab US Small-cap ETF | +0.3% | +16.03% | 増加 |
| 8 | CMF | Ishares California Muni Bond | +0.2% | +932.30% | 増加 |
| 9 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +26.16% | 増加 |
| 10 | ✓ | Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs | +0.1% | +106.48% | 増加 |
| 11 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +22.00% | 増加 |
| 12 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +23.09% | 増加 |
| 13 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.1% | +42.13% | 増加 |
| 14 | DWX | State Street Spdr S&p Intern | +0.1% | +26.63% | 増加 |
| 15 | VGIT | Vanguard Intermediate-term T | 0% | +2391.33% | 増加 |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +24.36% | 増加 |
| 17 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | 0% | +13.17% | 増加 |
| 18 | PRFUSD | Invesco Ftse Rafi US 1000 Et | 0% | +9.87% | 増加 |
| 19 | TFI | Ss Spdr N Ice Muni Bond ETF | 0% | +24.13% | 増加 |
| 20 | MLPAUSD | Global X Mlp ETF | 0% | +33.62% | 増加 |
| 21 | IQDF | Flexshares-int Qual Dvd Inde | 0% | +80.21% | 増加 |
| 22 | SMHC | VanEck China Semiconductor ETF | 0% | +23.56% | 増加 |
| 23 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | 0% | +17.71% | 増加 |
| 24 | PSK | Ss Spdr Ice Pref Sec ETF | 0% | +32.35% | 増加 |
| 25 | SCHP | Schwab U.s. Tips ETF | — | +18.17% | 増加 |
| 26 | SCHC | Schwab Intl Small-cap Equity | 0% | +20.03% | 増加 |
| 27 | ✓ | FTSE RAFI US 1500 Small Cap | 0% | +0.91% | 増加 |
| 28 | IWC | Ishares Micro-cap ETF | 0% | -4.55% | 減少 |
| 29 | SCHR | Schwab Intermediate-term US | 0% | +14.70% | 増加 |
| 30 | VNQI | Vanguard Glbl Ex-us Real Est | -0.1% | +23.09% | 増加 |
| 31 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | -0.1% | -7.39% | 減少 |
| 32 | SCHH | Schwab US Reit ETF | -0.1% | +13.83% | 増加 |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | +0.03% | 増加 |
| 34 | IWM | Ishares Russell 2000 ETF | -0.1% | -5.10% | 減少 |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | +0.58% | 増加 |
| 36 | SCHF | Schwab Intl Equity ETF | -0.1% | +15.09% | 増加 |
| 37 | ✓ | Powershares Globalexchange Traded Fd Tr | -0.2% | -36.81% | 減少 |
| 38 | ✓ | Powershares Act Mang Comm Fd | -0.2% | -4.54% | 減少 |
| 39 | IAUUSD | Ishares Gold Trust | -0.2% | +22.14% | 増加 |
| 40 | SCZ | Ishares Msci Eafe Small-cap | -0.2% | -6.78% | 減少 |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.2% | +11.61% | 増加 |
| 42 | TDTF | Flexshares Iboxx 5-year Targ | -0.2% | -0.82% | 減少 |
| 43 | IEMG | Ishares Core Msci Emerging | -0.3% | -3.53% | 減少 |
| 44 | RWR | Ss Spdr Dow Jones Reit ETF | -0.3% | -14.25% | 減少 |
| 45 | VMBS | Vanguard Mortgage-backed Sec | -0.3% | +10.86% | 増加 |
| 46 | VEA | Vanguard Ftse Developed ETF | -0.5% | -0.00% | 減少 |
| 47 | IEF | Ishares 7-10 Year Treasury B | -0.8% | -61.28% | 減少 |
| 48 | SMFG | Sumitomo Mitsui Financial Group, Inc. | — | EXIT | 全売却 |
| 49 | DXJ | Wisdomtree Japan Hedged Eq | — | NEW | 新規購入 |
| 50 | VBR | Vanguard Small-cap Value ETF | — | NEW | 新規購入 |