CIK: 0001789219
申告総資産額
$17.9億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 14.40% | -0.68% | -3.13% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.88% | -0.73% | -0.38% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 5.44% | -1.14% | +11.71% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 5.31% | +0.04% | +0.46% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.40% | -0.40% | +0.29% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 4.31% | +0.45% | +1.80% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.09% | +0.40% | -0.24% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.36% | -0.06% | -3.28% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.25% | — | -2.59% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.06% | -0.17% | -3.58% | |
| 11 | USRT | Ishares Core US Reit ETF | ETF-その他 | 2.48% | -0.13% | -0.42% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 2.15% | -0.08% | -3.03% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.14% | +0.72% | -1.07% | |
| 14 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.13% | -0.26% | -1.85% | |
| 15 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.71% | -0.22% | +7.36% | |
| 16 | TNC | Tennant Co | 株式-その他 | 1.62% | — | — | |
| 17 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 1.54% | -0.13% | +5.21% | |
| 18 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.52% | -0.11% | +14.50% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.42% | — | -3.44% | |
| 20 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.34% | -0.20% | +4.41% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.24% | -0.06% | +1.63% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.13% | — | -4.10% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.01% | +0.21% | +1.68% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.85% | — | +10.26% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.85% | +1.86% | +7.01% | |
| 26 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.83% | +0.33% | +3.89% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.78% | — | -2.64% | |
| 28 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資適格社債 | 0.76% | — | -2.56% | |
| 29 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.73% | — | +2.46% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.71% | +0.19% | -0.10% | |
| 31 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.69% | +0.03% | +5.59% | |
| 32 | AAPL | Apple INC | 株式-IT | 0.63% | +0.03% | -0.59% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.63% | — | -0.17% | |
| 34 | SCHY | Schwab International Dvd ETF | ETF-その他 | 0.62% | — | +0.74% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.58% | — | -0.16% | |
| 36 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.51% | — | +2.12% | |
| 37 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.49% | — | +2.66% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.46% | — | +18.17% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.42% | -0.09% | +0.70% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | +0.02% | +0.50% | |
| 41 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.38% | — | +200.75% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.32% | -0.01% | -1.55% | |
| 43 | DE | Deere & Co | 株式-資本財 | 0.31% | — | — | |
| 44 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.30% | — | -2.15% | |
| 45 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.30% | — | +7.08% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.29% | -0.08% | +1.30% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | +0.01% | -1.93% | |
| 48 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.27% | — | +12.53% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.26% | — | -2.07% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.24% | +0.02% | +0.70% |