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 | 9.42% | -1.83% | +11.10% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-その他 | 6.11% | -0.26% | +8.14% | |
| 3 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 5.92% | — | +12.75% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.85% | -0.02% | +9.04% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.66% | -1.17% | +2.30% | |
| 6 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 5.60% | -0.72% | +10.28% | |
| 7 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 5.52% | +0.37% | +10.79% | |
| 8 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-その他 | 5.52% | -0.52% | +11.16% | |
| 9 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 5.36% | -0.93% | +3.66% | |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 5.00% | -0.02% | +8.47% | |
| 11 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-その他 | 4.93% | -0.03% | +13.91% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 3.81% | -0.55% | +33.74% | |
| 13 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 2.81% | +0.01% | +10.10% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.36% | -0.23% | -33.38% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.35% | -0.37% | -1.89% | |
| 16 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.30% | — | +20.30% | |
| 17 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 1.92% | -0.47% | +27.57% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.55% | +0.25% | -1.04% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.11% | -0.31% | -0.02% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.06% | +0.28% | +13.11% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.86% | +0.52% | +202.08% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.83% | -0.17% | -5.98% | |
| 23 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.80% | -0.82% | EXIT | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.79% | -0.27% | -3.91% | |
| 25 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.79% | -0.06% | +15.12% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.77% | — | -3.92% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.77% | — | +0.03% | |
| 28 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.74% | -0.42% | +5.58% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.71% | -0.18% | -0.26% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.70% | — | +206700.00% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.63% | -0.19% | +147.02% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.57% | -0.62% | EXIT | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.54% | -0.31% | +24.71% | |
| 34 | CAT | Caterpillar INC | 株式-資本財 | 0.49% | +0.61% | — | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.48% | -0.20% | -4.12% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | +0.12% | +762.85% | |
| 37 | IBHE | Ishares Ibonds 2025 H/y INC | ETF-その他 | 0.36% | — | -1.87% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.35% | — | +0.25% | |
| 39 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.32% | -0.16% | -5.60% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.31% | — | — | |
| 41 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 0.26% | +0.33% | +2811.43% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.23% | — | -1.32% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.21% | — | +131.93% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.21% | — | -10.67% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.18% | — | — | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.16% | — | +0.18% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.15% | — | +0.58% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.14% | — | — | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.13% | — | — | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.13% | — | -0.24% |