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 | 9.58% | -1.83% | -0.17% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 8.28% | -0.02% | +2.72% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 6.89% | +0.25% | +2.81% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.79% | -1.17% | +1.66% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-その他 | 6.76% | -0.26% | -0.14% | |
| 6 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 4.54% | — | +8.08% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-その他 | 4.19% | — | +69.86% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.82% | — | +8.41% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 3.76% | — | +8.88% | |
| 10 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 3.64% | — | +7.63% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.40% | — | -0.82% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.69% | -0.18% | +2.69% | |
| 13 | RAAX | Vaneck Real Assets ETF | ETF-その他 | 2.36% | — | +13.12% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.94% | — | +1.90% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.79% | — | +1238.24% | |
| 16 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 1.69% | — | +10.39% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.69% | — | +8.48% | |
| 18 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.67% | — | +1.11% | |
| 19 | MNA | Nyli Merger Arbitrage ETF | ETF-その他 | 1.67% | — | +19.30% | |
| 20 | BSJK | Invesco Bulletshares 2020 Hi | ETF-その他 | 1.64% | — | +2.98% | |
| 21 | IDLV | Invesco S&p International De | ETF-その他 | 1.40% | — | +11.14% | |
| 22 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 1.39% | — | +2.48% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.37% | — | +3.26% | |
| 24 | MOTI | Vaneck Mstar Int Moat ETF | ETF-その他 | 1.35% | — | +12.62% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.23% | — | -1.22% | |
| 26 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.14% | — | -6.14% | |
| 27 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 0.90% | — | — | |
| 28 | UJAN | Innovator U.s. Equity Ultra | ETF-その他 | 0.81% | — | — | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.77% | — | +1.29% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.63% | -0.62% | EXIT | |
| 31 | CRM | Salesforce INC | 株式-IT | 0.62% | — | — | |
| 32 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.51% | — | +13.29% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.51% | — | -0.66% | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.46% | — | -1.59% | |
| 35 | ✓ | Ishares Ibonds Sep 2020 Amt | 株式-その他 | 0.45% | — | -0.40% | |
| 36 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.45% | — | +20.49% | |
| 37 | ✓ | Ishares Tr | 株式-その他 | 0.42% | — | +8.12% | |
| 38 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.41% | — | +10.47% | |
| 39 | WFC | Wells Fargo & Co | 株式-金融 | 0.40% | — | -9.64% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.40% | -0.20% | +0.86% | |
| 41 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.35% | — | +27.31% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.35% | — | +0.36% | |
| 43 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.33% | — | +7.44% | |
| 44 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-その他 | 0.32% | — | +6.63% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.29% | — | -3.14% | |
| 46 | AM | Antero Midstream CORP | 株式-エネルギー | 0.27% | — | +2.49% | |
| 47 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.24% | — | -16.18% | |
| 48 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.24% | — | +25.79% | |
| 49 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.23% | — | +0.61% | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.22% | -0.19% | -3.33% |