CIK: 0001681373
申告総資産額
$1957.7万
上位200銘柄を表示中（全414銘柄）
| # | 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 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 26.63% | -0.69% | +13.86% | |
| 2 | IHDG | Wisdomtree International Hed | ETF-その他 | 23.40% | — | +1.89% | |
| 3 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 21.68% | — | -1.69% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 11.42% | -1.01% | -4.59% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | — | -1.00% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.99% | — | +0.07% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.96% | — | -0.97% | |
| 8 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.81% | +0.12% | — | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.62% | — | -84.33% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | -5.08% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.42% | — | -77.37% | |
| 12 | QCOM | Qualcomm INC | 株式-IT | 0.40% | +0.08% | -1.47% | |
| 13 | T | At&t INC | 株式-通信サービス | 0.35% | — | -2.50% | |
| 14 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.34% | — | -5.11% | |
| 15 | PSX | Phillips 66 | 株式-エネルギー | 0.27% | — | -1.12% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.27% | -0.20% | -14.33% | |
| 17 | MMM | 3m Co | 株式-資本財 | 0.27% | — | -2.58% | |
| 18 | SO | Southern Co/the | 株式-公益事業 | 0.24% | — | +1158.37% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | -8.52% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.24% | — | +6.82% | |
| 21 | UNP | Union Pacific CORP | 株式-資本財 | 0.22% | — | -7.14% | |
| 22 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 0.22% | — | — | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.21% | +0.04% | -12.61% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | — | +8.79% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.21% | — | -9.59% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.20% | — | — | |
| 27 | COP | Conocophillips | 株式-エネルギー | 0.18% | — | -1.64% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.18% | — | -9.10% | |
| 29 | HAL | Halliburton Co | 株式-エネルギー | 0.17% | -0.03% | -0.75% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.16% | — | -4.37% | |
| 31 | CWT | California Water Service Grp | 株式-公益事業 | 0.15% | — | — | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.15% | — | -4.06% | |
| 33 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.15% | — | -71.82% | |
| 34 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.14% | — | — | |
| 35 | HON | Honeywell International INC | 株式-資本財 | 0.13% | — | -5.48% | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.13% | — | -19.74% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.12% | — | -3.15% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.12% | — | -13.31% | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.11% | — | -14.26% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.11% | -0.09% | -14.89% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.10% | — | -9.28% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.10% | -0.12% | -17.98% | |
| 43 | ✓ | Dreyfus Strategic Mun Bd Fd | 株式-その他 | 0.09% | — | — | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.09% | — | -8.79% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.09% | — | -11.68% | |
| 46 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.08% | — | — | |
| 47 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.08% | — | -8.45% | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.08% | — | -13.62% | |
| 49 | TIFEUR | Tiffany & Co | 株式-その他 | 0.08% | — | — | |
| 50 | SLB | Slb LTD | 株式-エネルギー | 0.08% | — | -10.96% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FNDA | Schwab Fndmntl US Sm Co ETF | +4.8% | +13.86% | 増加 |
| 2 | IHDG | Wisdomtree International Hed | +0.7% | +1.89% | 増加 |
| 3 | ✓ | FTSE RAFI US 1500 Small Cap | +0.6% | -1.69% | 減少 |
| 4 | SO | Southern Co/the | +0.2% | +1158.37% | 増加 |
| 5 | XOM | Exxon Mobil CORP | +0.1% | -0.97% | 減少 |
| 6 | PG | Procter & Gamble Co/the | +0.1% | -1.00% | 減少 |
| 7 | CC | Chemours Co/the | +0.1% | +2410.90% | 増加 |
| 8 | EG | Everest Group, Ltd. | +0.1% | +2560.00% | 増加 |
| 9 | T | At&t INC | 0% | -2.50% | 減少 |
| 10 | UAL | United Airlines Holdings INC | 0% | +219.62% | 増加 |
| 11 | HPQ | Hp INC | 0% | +392.25% | 増加 |
| 12 | NE | Noble Corporation plc | 0% | +1393.46% | 増加 |
| 13 | AGO | Assured Guaranty Ltd. | 0% | +51.22% | 増加 |
| 14 | WEC | Wec Energy Group INC | 0% | — | 変化なし |
| 15 | MMM | 3m Co | 0% | -2.58% | 減少 |
| 16 | NAVI | Navient CORP | 0% | +831.90% | 増加 |
| 17 | SCHX | Schwab US Large-cap ETF | 0% | -4.59% | 減少 |
| 18 | HD | Home Depot INC | 0% | -22.07% | 減少 |
| 19 | C | Citigroup INC | 0% | -27.57% | 減少 |
| 20 | AAPL | Apple INC | 0% | -14.33% | 減少 |
| 21 | USA | Liberty All-Star Equity Fund | 0% | -36.30% | 減少 |
| 22 | DIS | Walt Disney Co/the | 0% | -13.31% | 減少 |
| 23 | UAA | Under Armour Inc-class A | 0% | -50.00% | 減少 |
| 24 | GOOG | Alphabet Inc-cl C | 0% | -17.98% | 減少 |
| 25 | AMZN | Amazon.com INC | 0% | -8.79% | 減少 |
| 26 | GOOGL | Alphabet Inc-cl A | 0% | -14.89% | 減少 |
| 27 | MHLA | Maiden Holdings, Ltd. 6.625 NT 2046 | 0% | -92.79% | 減少 |
| 28 | PFE | Pfizer INC | 0% | -9.59% | 減少 |
| 29 | COP | Conocophillips | 0% | -1.64% | 減少 |
| 30 | MSFT | Microsoft CORP | 0% | -12.61% | 減少 |
| 31 | SBUX | Starbucks CORP | 0% | -46.05% | 減少 |
| 32 | GILD | Gilead Sciences INC | 0% | -40.21% | 減少 |
| 33 | UTXZ | United Tech CORP | 0% | -49.23% | 減少 |
| 34 | WFC | Wells Fargo & Co | -0.1% | -19.74% | 減少 |
| 35 | SCHC | Schwab Intl Small-cap Equity | -0.4% | -71.82% | 減少 |
| 36 | BOND | Pimco Active Bond Exchange-t | -0.6% | -93.72% | 減少 |
| 37 | SCHF | Schwab Intl Equity ETF | -1.4% | -77.37% | 減少 |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | -2.9% | -84.33% | 減少 |
| 39 | SCHM | Schwab US Mid Cap ETF | — | EXIT | 全売却 |
| 40 | FLOT | Ishares Floating Rate Bond E | — | EXIT | 全売却 |
| 41 | CWT | California Water Service Grp | — | NEW | 新規購入 |
| 42 | ✓ | Partnerre LTD | — | EXIT | 全売却 |
| 43 | CB | Chubb Limited | — | EXIT | 全売却 |
| 44 | ✓ | Atwood Oceanics INC | — | EXIT | 全売却 |
| 45 | VOYA | Voya Financial INC | — | NEW | 新規購入 |
| 46 | CB | Chubb Limited | — | NEW | 新規購入 |
| 47 | TG7 | Triumph Group INC | — | EXIT | 全売却 |
| 48 | AVGO | Broadcom Inc. | — | EXIT | 全売却 |
| 49 | GT | Goodyear Tire & Rubber Co | — | EXIT | 全売却 |
| 50 | NML | Neuberger Energy Infrastruct | — | NEW | 新規購入 |