CIK: 0001659047
申告総資産額
$31.1億
上位200銘柄を表示中（全792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 | SCHV | Schwab US Large-cap Value | ETF-その他 | 9.46% | -0.06% | +2.47% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 9.12% | +0.03% | +0.75% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 7.26% | — | +9.78% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.30% | — | +1.94% | |
| 5 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 4.46% | — | +4.69% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 4.21% | -0.01% | +3.00% | |
| 7 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 3.72% | — | +0.97% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 3.24% | — | +5.18% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 2.89% | — | +109.46% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-その他 | 2.72% | — | +11.87% | |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.48% | +0.01% | +3.21% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.22% | — | +10.31% | |
| 13 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.01% | — | +0.43% | |
| 14 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.73% | +0.15% | +5.67% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.64% | -0.04% | -2.77% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.35% | — | +3.61% | |
| 17 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.12% | — | +10.24% | |
| 18 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 1.09% | — | +5.71% | |
| 19 | XLF | Ss Financial Select Sector | ETF-その他 | 1.08% | +0.08% | +7.40% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.97% | — | +4.09% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.89% | — | +14.91% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.86% | — | +10.12% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.77% | +0.03% | +10.29% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.63% | — | +0.31% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.62% | — | +10.89% | |
| 26 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.62% | — | +11.65% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.58% | — | +5.08% | |
| 28 | ✓ | Corporate Capital Trust | 株式-その他 | 0.55% | — | — | |
| 29 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.54% | — | +5.73% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.53% | — | -0.66% | |
| 31 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.51% | — | +11.37% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.50% | — | +14.31% | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 0.48% | — | +0.36% | |
| 34 | XLE | Ss Energy Select Sector | ETF-その他 | 0.47% | — | +13.81% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.45% | — | -4.73% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | +0.04% | +25.40% | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.41% | — | +3.81% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.41% | — | +422.07% | |
| 39 | ✓ | DWS Municipal Income Trust | 株式-その他 | 0.41% | — | +51.39% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | -68.04% | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.38% | — | -10.93% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | — | -11.35% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.36% | — | +53.10% | |
| 44 | XMYDX | Blackrock Muniyield Fund | 株式-その他 | 0.36% | — | +152.07% | |
| 45 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.35% | — | -4.51% | |
| 46 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.35% | — | -11.06% | |
| 47 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 0.34% | — | +0.07% | |
| 48 | XMVFX | Blackrock Munivest Fund | 株式-その他 | 0.29% | — | +151.79% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | — | +1.81% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | — | -26.15% |