CIK: 0001657980
申告総資産額
$2.9億
上位200銘柄を表示中（全234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 | 9.18% | -1.83% | -13.06% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.97% | -1.17% | — | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-その他 | 6.71% | -0.26% | +5.31% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 6.18% | -0.02% | -5.46% | |
| 5 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 6.11% | — | — | |
| 6 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 5.93% | -0.93% | +15.08% | |
| 7 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 5.26% | — | — | |
| 8 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 5.02% | -0.72% | — | |
| 9 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 4.82% | +0.37% | — | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 3.95% | — | — | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.75% | -0.23% | +5.76% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.73% | -0.18% | +9.31% | |
| 13 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-その他 | 3.68% | -0.52% | — | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.95% | -0.37% | — | |
| 15 | IBHE | Ishares Ibonds 2025 H/y INC | ETF-その他 | 2.31% | — | — | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.74% | +0.25% | -66.00% | |
| 17 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.34% | -0.31% | — | |
| 18 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.34% | — | +0.40% | |
| 19 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.98% | -0.82% | EXIT | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.98% | -0.17% | +0.56% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.89% | -0.27% | +5.09% | |
| 22 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 0.87% | -0.47% | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.86% | — | -4.15% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.84% | — | -0.79% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.66% | -0.62% | EXIT | |
| 26 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.64% | -0.42% | — | |
| 27 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.61% | -0.06% | +13.65% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.60% | -0.31% | +1029.63% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.56% | -0.20% | +0.97% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.41% | -0.19% | -11.43% | |
| 31 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.41% | — | -13.31% | |
| 32 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.41% | -0.16% | -1.66% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.38% | — | +0.28% | |
| 34 | AAPL | Apple INC | 株式-IT | 0.35% | +0.52% | -5.17% | |
| 35 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.32% | — | +5.37% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.28% | — | +1.75% | |
| 37 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 0.27% | — | -11.24% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.26% | — | -70.43% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.26% | — | -10.25% | |
| 40 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.25% | — | — | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.19% | — | -42.01% | |
| 42 | IMNM | Immunome INC | 株式-その他 | 0.19% | — | +95.58% | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.19% | — | +0.17% | |
| 44 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.17% | — | +22.22% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.16% | +0.10% | +14.55% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.15% | — | -23.09% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.14% | — | — | |
| 48 | NYCBEUR | New York Community Bancorp | 株式-その他 | 0.14% | — | +98.19% | |
| 49 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.14% | — | +0.06% | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.13% | — | +0.49% |