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 | 11.25% | -0.68% | +2.87% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.10% | -0.73% | +0.50% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 6.65% | +0.04% | -1.23% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 6.52% | -1.14% | +9.78% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 5.27% | +0.45% | -0.03% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.08% | +0.40% | +1.45% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.03% | -0.40% | +3.79% | |
| 8 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 2.97% | -0.17% | -6.27% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.92% | +0.72% | -4.47% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.71% | -0.26% | +2.42% | |
| 11 | USRT | Ishares Core US Reit ETF | ETF-その他 | 2.31% | -0.13% | +3.06% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.30% | — | +1.52% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.26% | -0.06% | -7.66% | |
| 14 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.95% | -0.11% | +6.14% | |
| 15 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.70% | -0.22% | +2.65% | |
| 16 | TNC | Tennant Co | 株式-その他 | 1.67% | — | -0.32% | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.46% | -0.20% | +10.01% | |
| 18 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 1.37% | -0.13% | +0.24% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 1.36% | -0.08% | -2.11% | |
| 20 | SCMB | Schwab Municipal Bond ETF | ETF-その他 | 1.28% | -0.05% | -2.59% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.28% | +0.21% | +3.21% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.18% | -0.06% | +2.26% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.14% | — | +1.00% | |
| 24 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.13% | +1.86% | +3.37% | |
| 25 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.96% | +0.33% | +4.90% | |
| 26 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.88% | — | +2.73% | |
| 27 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.88% | +0.03% | +2.32% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.82% | — | +45.96% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.80% | — | +2.58% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.70% | — | -2.09% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.67% | +0.19% | +2.70% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.66% | — | -0.97% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.59% | — | +42.62% | |
| 34 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資適格社債 | 0.58% | — | -19.81% | |
| 35 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.55% | — | +5.34% | |
| 36 | AAPL | Apple INC | 株式-IT | 0.49% | +0.03% | +4.55% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.48% | — | +39.85% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | +0.02% | +4.76% | |
| 39 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.44% | — | -0.94% | |
| 40 | SCHY | Schwab International Dvd ETF | ETF-その他 | 0.39% | — | -1.34% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.38% | +0.02% | +4.16% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | -0.01% | +4.03% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.33% | -0.08% | -1.00% | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.32% | — | +1.83% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.31% | — | +6.30% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.28% | — | +43.66% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.28% | — | +407.23% | |
| 48 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.28% | — | +4.15% | |
| 49 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.27% | — | -0.88% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.27% | — | -2.28% |