CIK: 0001659047
申告総資産額
$31.1億
上位200銘柄を表示中（全309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 | 7.98% | +0.03% | +105.20% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-その他 | 7.73% | -0.06% | -2.29% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.45% | — | +6.52% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 4.79% | — | +2.03% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.44% | — | +20.49% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.15% | -0.04% | -2.23% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.05% | -0.04% | -1.22% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.66% | -0.01% | +8.52% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.61% | -0.01% | +7.17% | |
| 10 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.36% | — | +0.93% | |
| 11 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.96% | +0.15% | +51.64% | |
| 12 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.92% | +0.01% | +2.46% | |
| 13 | RBLX | Roblox CORP -class A | 株式-通信サービス | 1.80% | — | +0.01% | |
| 14 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.61% | — | +1.26% | |
| 15 | XLF | Ss Financial Select Sector | ETF-その他 | 1.48% | +0.08% | +65.50% | |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.44% | — | +3.28% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.36% | — | +1.75% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.25% | -0.26% | +37.84% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.21% | — | +108.56% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.14% | +0.04% | +0.89% | |
| 21 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.04% | — | +8.75% | |
| 22 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.03% | — | -15.90% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.02% | +0.03% | +101.11% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.96% | +0.03% | +112.10% | |
| 25 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.96% | — | +2.91% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.91% | — | +39.54% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.82% | — | +2.60% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.81% | — | +2.66% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.73% | — | -3.65% | |
| 30 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.72% | — | +106.33% | |
| 31 | VUG | Vanguard Growth ETF | ETF-その他 | 0.70% | — | -27.02% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.63% | — | -5.25% | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.59% | — | +812.13% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.58% | +0.04% | +16.29% | |
| 35 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.58% | — | +29.40% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.55% | — | +54.76% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.54% | — | +93.01% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.51% | — | +91.69% | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | — | -18.36% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | — | +8.85% | |
| 41 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.44% | — | +15.04% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | -11.49% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.40% | — | +3.25% | |
| 44 | XLE | Ss Energy Select Sector | ETF-その他 | 0.39% | — | -1.83% | |
| 45 | XLB | Ss Materials Select Sector | ETF-その他 | 0.35% | — | +66.18% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.33% | — | +31.14% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.30% | — | -4.99% | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.30% | — | -11.47% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.29% | -0.10% | -35.95% | |
| 50 | CEMB | Ishares Jp Morgan Em Corpora | ETF-その他 | 0.28% | — | +1.03% |