CIK: 0001488921
申告総資産額
$19.1億
| # | 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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 42.92% | +0.32% | -3.50% | |
| 2 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 20.21% | +0.07% | +43.65% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 12.85% | +0.03% | -2.58% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 9.80% | +0.47% | +0.69% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.52% | +0.18% | +4426.54% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.28% | +0.06% | -14.72% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.79% | +0.02% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.51% | +0.01% | -0.17% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.49% | -0.09% | +9.47% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.49% | +0.01% | -68.85% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.08% | — | +5.63% | |
| 12 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.06% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +7.3% | +4426.54% | 増加 |
| 2 | SCHK | Schwab 1000 Index ETF | +4.8% | +43.65% | 増加 |
| 3 | SCHX | Schwab US Large-cap ETF | — | +9.47% | 増加 |
| 4 | SCHB | Schwab US Broad Market ETF | 0% | +5.63% | 増加 |
| 5 | MAA | Mid-america Apartment Comm | 0% | — | 変化なし |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.17% | 減少 |
| 7 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | — | 変化なし |
| 8 | SCHM | Schwab US Mid Cap ETF | -1% | +0.69% | 増加 |
| 9 | SCHA | Schwab US Small-cap ETF | -1.3% | -68.85% | 減少 |
| 10 | IWM | Ishares Russell 2000 ETF | -1.4% | -14.72% | 減少 |
| 11 | IJH | Ishares Core S&p Midcap ETF | -2.1% | -2.58% | 減少 |
| 12 | IWB | Ishares Russell 1000 ETF | -6.1% | -3.50% | 減少 |
| 13 | WTW | Willis Towers Watson Public Limited Company | — | EXIT | 全売却 |