CIK: 0001484721
申告総資産額
$3.3億
| # | 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 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 23.42% | +0.01% | -1.88% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 10.78% | +0.58% | -0.56% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 8.02% | — | -4.86% | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 6.99% | +0.15% | — | |
| 5 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 5.27% | — | — | |
| 6 | DEW | Wisdomtree Global High Divid | ETF-その他 | 5.03% | — | +3.12% | |
| 7 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 4.72% | +0.01% | +2.97% | |
| 8 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 4.54% | -0.04% | +2.89% | |
| 9 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 4.37% | — | +3.00% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.26% | — | -4.57% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.95% | — | +1.09% | |
| 12 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 3.81% | -0.15% | -1.49% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.36% | -1.84% | +484.51% | |
| 14 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 2.00% | — | +0.90% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.65% | +0.12% | +3.86% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.49% | +4.94% | — | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.15% | +0.32% | +0.39% | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.06% | — | +1.40% | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.68% | +3.27% | +11.23% | |
| 20 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.62% | — | -18.95% | |
| 21 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.60% | — | — | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.60% | -1.16% | +4.93% | |
| 23 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.56% | — | -1.71% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.45% | +0.07% | +4.60% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.41% | -3.31% | +16.18% | |
| 26 | ALL | Allstate CORP | 株式-金融 | 0.38% | — | — | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.37% | +0.07% | +3.84% | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.26% | -0.27% | -24.52% | |
| 29 | CEW | Wisdomtree Emerging Currency | ETF-新興国市場 | 0.18% | — | -95.46% |