CIK: 0001657980
申告総資産額
$2.9億
| # | 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 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 9.54% | -1.83% | -3.17% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 8.44% | -0.02% | -0.58% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.17% | -1.17% | +2.44% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 7.05% | -0.26% | +2.30% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 6.80% | +0.25% | -3.36% | |
| 6 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 4.29% | — | +8.48% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.66% | — | +1.02% | |
| 8 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 3.52% | — | +65.28% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 3.51% | — | +0.18% | |
| 10 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 3.40% | — | +5.16% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.28% | — | +919.82% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.78% | -0.18% | +10.33% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.49% | — | +1493.04% | |
| 14 | RAAX | Vaneck Real Assets ETF | ETF-その他 | 2.19% | — | — | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.07% | — | -4.81% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.84% | — | -6.13% | |
| 17 | BSJK | Invesco Bulletshares 2020 Hi | ETF-その他 | 1.65% | — | +125.49% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.57% | — | — | |
| 19 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 1.48% | — | +12.04% | |
| 20 | ✓ | 株式-その他 | 1.47% | — | -74.18% | ||
| 21 | MNA | Nyli Merger Arbitrage ETF | ETF-その他 | 1.44% | — | +98.82% | |
| 22 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 1.41% | — | +311.56% | |
| 23 | MOTI | Vaneck Mstar Int Moat ETF | ETF-その他 | 1.35% | — | +1.73% | |
| 24 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.34% | — | +6.32% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.31% | — | +0.65% | |
| 26 | IDLV | Invesco S&p International De | ETF-その他 | 1.27% | — | -2.74% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.26% | — | -4.61% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.78% | — | -21.55% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.64% | -0.62% | EXIT | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.52% | — | +0.40% | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.51% | — | -7.97% | |
| 32 | AM | Antero Midstream CORP | 株式-エネルギー | 0.51% | — | — | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 0.50% | — | +8.47% | |
| 34 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.46% | — | +117.27% | |
| 35 | ✓ | Ishares Ibonds Sep 2020 Amt | 株式-その他 | 0.46% | — | +3.10% | |
| 36 | DATA | Tableau Software Inc-cl A | 株式-その他 | 0.46% | — | — | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.41% | -0.20% | — | |
| 38 | ✓ | Ishares Tr | 株式-その他 | 0.40% | — | +3.54% | |
| 39 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.38% | — | -9.65% | |
| 40 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.38% | — | +0.25% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.37% | — | -4.13% | |
| 42 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-その他 | 0.32% | — | +5.70% | |
| 43 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.32% | — | +5.25% | |
| 44 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.31% | — | +73.94% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.31% | — | -1.98% | |
| 46 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.29% | — | — | |
| 47 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 株式-その他 | 0.28% | — | +7.04% | |
| 48 | AAPL | Apple INC | 株式-IT | 0.25% | +0.52% | -1.16% | |
| 49 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.23% | — | +0.13% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.21% | — | +0.79% |