CIK: 0001659047
申告総資産額
$31.1億
上位200銘柄を表示中（全266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 | 8.71% | +0.03% | -4.98% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-その他 | 8.12% | -0.06% | -3.01% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.63% | — | +0.85% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 5.49% | — | -0.25% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.24% | — | +4.41% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.40% | -0.04% | +1.91% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.97% | -0.01% | -0.56% | |
| 8 | RBLX | Roblox CORP -class A | 株式-通信サービス | 2.88% | — | +31.58% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.66% | -0.01% | +5.24% | |
| 10 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.61% | — | +3.97% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.33% | -0.04% | -5.53% | |
| 12 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.11% | +0.01% | +1.27% | |
| 13 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.97% | — | -3.23% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.79% | — | -6.41% | |
| 15 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.67% | — | -4.89% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.20% | +0.15% | +4.21% | |
| 17 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.18% | — | -1.70% | |
| 18 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.13% | — | +0.05% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | +0.04% | -2.04% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.04% | — | -3.64% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 1.04% | — | -1.61% | |
| 22 | XLF | Ss Financial Select Sector | ETF-その他 | 0.95% | +0.08% | +8.34% | |
| 23 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.91% | — | -1.21% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.90% | — | +109.68% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.86% | — | -3.80% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.79% | — | -12.26% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.79% | -0.26% | +0.89% | |
| 28 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.75% | — | +3.03% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.70% | — | +5.67% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | — | -3.34% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.57% | — | -8.43% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.53% | — | +11.65% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.53% | — | +0.48% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | — | -1.88% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.46% | — | -2.14% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.46% | +0.03% | +9.34% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.44% | — | +1.90% | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.42% | +0.03% | +8.50% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | -0.22% | |
| 40 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 0.40% | — | +1.87% | |
| 41 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.40% | — | +1.92% | |
| 42 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.40% | — | +2.18% | |
| 43 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.40% | — | +2.32% | |
| 44 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.40% | — | +2.28% | |
| 45 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.40% | — | +2.37% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.39% | — | -0.07% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.36% | -0.10% | -9.73% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | +7.03% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.35% | +0.04% | +305.61% | |
| 50 | XLE | Ss Energy Select Sector | ETF-その他 | 0.35% | — | +17.99% |