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 | 9.83% | -1.83% | +0.01% | |
| 2 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 6.37% | — | +0.02% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-その他 | 5.71% | -0.26% | +0.02% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.69% | -0.02% | +0.03% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.59% | -1.17% | +0.06% | |
| 6 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 5.58% | -0.72% | +0.02% | |
| 7 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-その他 | 5.23% | -0.52% | — | |
| 8 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 5.21% | +0.37% | +0.01% | |
| 9 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 4.98% | -0.93% | +0.05% | |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 4.79% | -0.02% | — | |
| 11 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-その他 | 4.72% | -0.03% | — | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 3.57% | -0.55% | — | |
| 13 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 2.78% | +0.01% | +0.04% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.47% | -0.23% | — | |
| 15 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.32% | — | — | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.96% | -0.37% | — | |
| 17 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 1.73% | -0.47% | — | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.48% | +0.25% | +0.16% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.18% | +0.52% | — | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.08% | +0.28% | — | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.97% | -0.31% | — | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.96% | -0.19% | — | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.82% | -0.31% | — | |
| 24 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.81% | -0.06% | +0.08% | |
| 25 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.77% | -0.82% | EXIT | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.76% | -0.27% | — | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.76% | -0.17% | — | |
| 28 | ORCL | Oracle CORP | 株式-IT | 0.72% | -0.20% | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.72% | — | — | |
| 30 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.72% | -0.42% | +0.37% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.70% | — | — | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.69% | — | — | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.64% | -0.18% | +0.11% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.58% | -0.62% | EXIT | |
| 35 | NMAX | Newsmax INC | 株式-その他 | 0.51% | -0.31% | — | |
| 36 | CAT | Caterpillar INC | 株式-資本財 | 0.50% | +0.61% | — | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.34% | — | — | |
| 38 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.33% | -0.16% | — | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | +0.12% | — | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | — | — | |
| 41 | IBHE | Ishares Ibonds 2025 H/y INC | ETF-その他 | 0.27% | — | +0.36% | |
| 42 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 0.27% | +0.33% | — | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.27% | — | — | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.22% | — | — | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.19% | — | — | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.18% | — | — | |
| 47 | VUG | Vanguard Growth ETF | ETF-その他 | 0.17% | — | — | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.17% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.16% | — | — | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.16% | — | — |