CIK: 0001659047
申告総資産額
$31.1億
上位200銘柄を表示中（全255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 | 9.23% | +0.03% | +0.17% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-その他 | 8.57% | -0.06% | +1.01% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.83% | — | -0.06% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 5.29% | — | +14.61% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.40% | -0.04% | -1.98% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.22% | — | +17.87% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 3.12% | -0.01% | +96.55% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.78% | -0.04% | -3.00% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.77% | -0.01% | -0.66% | |
| 10 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.63% | — | -6.83% | |
| 11 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.42% | — | +13.04% | |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 2.41% | — | +6.79% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.27% | — | +7.07% | |
| 14 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.20% | +0.01% | -4.21% | |
| 15 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.46% | — | +9.85% | |
| 16 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.38% | — | +5.28% | |
| 17 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.24% | +0.15% | -0.62% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.23% | — | +21.40% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 1.22% | — | +11.38% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.18% | +0.04% | +1.86% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.98% | — | -2.20% | |
| 22 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.96% | — | +10.72% | |
| 23 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.86% | — | +0.90% | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 0.80% | +0.08% | -0.95% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.72% | — | +20.68% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.68% | — | -14.42% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.64% | — | +2.51% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.63% | -0.26% | +2.45% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.60% | — | +4.94% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.56% | — | -1.14% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | — | -10.95% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.49% | — | +1.64% | |
| 33 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.48% | — | +16.15% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.48% | — | -3.25% | |
| 35 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.47% | — | +0.12% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.44% | +0.03% | -0.49% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | +3.93% | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.41% | +0.03% | -1.13% | |
| 39 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.39% | — | +1.03% | |
| 40 | CAT | Caterpillar INC | 株式-資本財 | 0.39% | — | +0.02% | |
| 41 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.39% | — | +5.87% | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.38% | -0.10% | +31.75% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | — | +5.61% | |
| 44 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.35% | — | +9.98% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.35% | — | -9.98% | |
| 46 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.34% | — | +9.90% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.34% | — | +45.68% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.34% | — | +1.72% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.33% | — | +1.00% | |
| 50 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.32% | — | +0.93% |