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 | 8.99% | — | +21.41% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.79% | — | +15.55% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 6.46% | — | +19.57% | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 5.98% | — | +22.55% | |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 5.75% | — | +20.98% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.44% | — | +13.96% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 5.03% | — | +12.46% | |
| 8 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 4.45% | — | +22.76% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.78% | — | +17.99% | |
| 10 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 3.49% | — | +18.68% | |
| 11 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 3.47% | — | +17.37% | |
| 12 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.33% | — | +21.87% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.72% | — | +13.89% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-その他 | 2.66% | — | +15.60% | |
| 15 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 2.48% | — | +15.91% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.24% | — | -2.11% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.21% | — | -6.26% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.18% | — | +22.97% | |
| 19 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.67% | — | +19.96% | |
| 20 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.64% | — | +22.61% | |
| 21 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.60% | — | +19.88% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.27% | — | +24.91% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.03% | — | +20.10% | |
| 24 | ✓ | Powershares | 株式-その他 | 0.98% | — | +7.25% | |
| 25 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 0.92% | — | +0.70% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.86% | — | +40.36% | |
| 27 | DWX | State Street Spdr S&p Intern | ETF-その他 | 0.82% | — | +24.46% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.75% | — | -3.53% | |
| 29 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 0.75% | — | — | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.69% | — | -3.94% | |
| 31 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.68% | — | +0.06% | |
| 32 | XLE | Ss Energy Select Sector | ETF-その他 | 0.65% | — | — | |
| 33 | ✓ | Powershares Act Mang Comm Fd | 株式-その他 | 0.56% | — | +5.11% | |
| 34 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 0.50% | — | -1.79% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.47% | — | +0.07% | |
| 36 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.41% | — | +0.61% | |
| 37 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.38% | — | -0.32% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.38% | — | -3.01% | |
| 39 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.37% | — | -25.95% | |
| 40 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.36% | — | -23.16% | |
| 41 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.30% | — | -2.23% | |
| 42 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 0.28% | — | +0.59% | |
| 43 | PXF | Invesco Ftse Rafi Developed | ETF-その他 | 0.27% | — | -4.54% | |
| 44 | ✓ | Powershares Globalexchange Traded Fd Tr | 株式-その他 | 0.26% | — | +52.30% | |
| 45 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.26% | — | -4.17% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.26% | — | -0.19% | |
| 47 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.24% | — | -3.63% | |
| 48 | ✓ | Etfs Precious Metalsbasket Tr Etfs Physical Pm Basket Shs | ETF-コモディティ | 0.22% | — | -1.84% | |
| 49 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 0.21% | — | -0.36% | |
| 50 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 0.20% | — | +25.57% |