CIK: 0001657980
申告総資産額
$2.9億
上位200銘柄を表示中（全223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 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 8.88% | -1.83% | -2.30% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 7.95% | -0.02% | +0.12% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-その他 | 6.66% | -0.26% | +1.15% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 6.50% | +0.25% | -1.76% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.00% | -1.17% | -9.88% | |
| 6 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 4.31% | — | +0.54% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-その他 | 4.09% | — | +3.85% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.74% | — | -0.07% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 3.67% | — | -0.19% | |
| 10 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 3.46% | — | +0.59% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.41% | — | +4.81% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.56% | -0.18% | +0.22% | |
| 13 | RAAX | Vaneck Real Assets ETF | ETF-その他 | 2.26% | — | +0.40% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.84% | — | -2.88% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.74% | — | -0.02% | |
| 16 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 1.68% | — | +5.97% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.60% | — | +0.02% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.58% | — | -0.21% | |
| 19 | BSJK | Invesco Bulletshares 2020 Hi | ETF-その他 | 1.55% | — | -0.21% | |
| 20 | MNA | Nyli Merger Arbitrage ETF | ETF-その他 | 1.53% | — | -3.17% | |
| 21 | MOTI | Vaneck Mstar Int Moat ETF | ETF-その他 | 1.34% | — | +0.65% | |
| 22 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 1.33% | — | +0.18% | |
| 23 | IDLV | Invesco S&p International De | ETF-その他 | 1.32% | — | -1.80% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.26% | — | -1.39% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.18% | — | — | |
| 26 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.07% | — | -5.07% | |
| 27 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 0.86% | — | -0.10% | |
| 28 | UJAN | Innovator U.s. Equity Ultra | ETF-その他 | 0.78% | — | +1.59% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.74% | — | -0.46% | |
| 30 | CRM | Salesforce INC | 株式-IT | 0.60% | — | — | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.59% | -0.62% | EXIT | |
| 32 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.49% | — | +2.52% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.49% | — | — | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.45% | — | — | |
| 35 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.44% | — | +3.64% | |
| 36 | ✓ | Ishares Ibonds Sep 2020 Amt | 株式-その他 | 0.42% | — | +0.11% | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.42% | — | — | |
| 38 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.41% | — | +5.64% | |
| 39 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.41% | — | +29.22% | |
| 40 | ✓ | Ishares Tr | 株式-その他 | 0.40% | — | +0.11% | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.39% | -0.20% | — | |
| 42 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-その他 | 0.37% | — | +17.93% | |
| 43 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.35% | — | +3.09% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.33% | — | — | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.28% | — | +1.48% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.27% | — | — | |
| 47 | AM | Antero Midstream CORP | 株式-エネルギー | 0.25% | — | — | |
| 48 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.23% | — | -0.17% | |
| 49 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.22% | — | — | |
| 50 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.21% | — | +0.12% |