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 | 9.06% | -1.83% | +0.29% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 8.28% | -1.17% | +1.95% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-その他 | 7.04% | -0.26% | +1.59% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 6.45% | -0.02% | +2.79% | |
| 5 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 6.09% | -0.93% | +3.52% | |
| 6 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 5.94% | — | +2.01% | |
| 7 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 5.27% | — | +4.48% | |
| 8 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 5.03% | -0.72% | +3.31% | |
| 9 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 4.88% | +0.37% | +3.73% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 4.04% | — | +0.57% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.83% | -0.23% | +1.88% | |
| 12 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-その他 | 3.79% | -0.52% | +4.76% | |
| 13 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 3.06% | +0.01% | — | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.85% | -0.37% | -2.14% | |
| 15 | IBHE | Ishares Ibonds 2025 H/y INC | ETF-その他 | 2.35% | — | +6.87% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.74% | +0.25% | -0.50% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.42% | — | +1.53% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.33% | -0.31% | -3.59% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.00% | -0.17% | -0.75% | |
| 20 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 0.98% | -0.47% | +9.65% | |
| 21 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.94% | -0.82% | EXIT | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.91% | -0.27% | — | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.85% | — | -0.91% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.84% | — | -2.51% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.84% | -0.18% | -78.21% | |
| 26 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.66% | -0.06% | +5.36% | |
| 27 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.66% | -0.42% | +4.29% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 0.65% | -0.20% | +0.13% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.60% | -0.62% | EXIT | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.51% | -0.31% | -8.98% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.38% | — | +0.35% | |
| 32 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.37% | -0.16% | -7.83% | |
| 33 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.36% | — | -9.66% | |
| 34 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.33% | — | +1.09% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.32% | -0.19% | -15.44% | |
| 36 | BA | Boeing Co/the | 株式-資本財 | 0.32% | — | +728.85% | |
| 37 | AAPL | Apple INC | 株式-IT | 0.31% | +0.52% | -14.56% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.27% | — | +0.10% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.26% | — | -0.61% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.24% | +0.18% | NEW | |
| 41 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.20% | — | -18.19% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.20% | — | +0.31% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.19% | — | -33.69% | |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.18% | — | -3.46% | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.15% | — | — | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.14% | — | +1.85% | |
| 47 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 0.13% | — | -48.84% | |
| 48 | TXN | Texas Instruments INC | 株式-IT | 0.13% | — | — | |
| 49 | VTV | Vanguard Value ETF | ETF-その他 | 0.12% | — | +1.14% | |
| 50 | FDX | Fedex CORP | 株式-資本財 | 0.11% | -0.08% | EXIT |