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 | 30.82% | +0.32% | -2.05% | |
| 2 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 28.00% | +0.07% | +1.19% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 14.51% | +0.03% | +0.62% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 13.06% | +0.47% | +1.87% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 8.71% | +0.18% | +1.13% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.83% | +0.06% | -2.35% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.70% | +0.02% | +3.16% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.44% | -0.09% | -3.53% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.43% | +0.01% | — | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.33% | +0.01% | +2.43% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.09% | — | +4.99% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.04% | +0.89% | — | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.03% | -0.01% | -29.46% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SCHK | Schwab 1000 Index ETF | +0.4% | +1.19% | 増加 |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.13% | 増加 |
| 3 | SCHM | Schwab US Mid Cap ETF | +0.1% | +1.87% | 増加 |
| 4 | VTI | Vanguard Total Stock Mkt ETF | 0% | +3.16% | 増加 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 変化なし |
| 6 | SCHA | Schwab US Small-cap ETF | 0% | +2.43% | 増加 |
| 7 | SCHB | Schwab US Broad Market ETF | — | +4.99% | 増加 |
| 8 | SCHX | Schwab US Large-cap ETF | 0% | -3.53% | 減少 |
| 9 | IWF | Ishares Russell 1000 Growth | 0% | -29.46% | 減少 |
| 10 | IWM | Ishares Russell 2000 ETF | 0% | -2.35% | 減少 |
| 11 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +0.62% | 増加 |
| 12 | IWB | Ishares Russell 1000 ETF | -0.5% | -2.05% | 減少 |
| 13 | IVV | Ishares Core S&p 500 ETF | — | NEW | 新規購入 |