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 | 15.19% | +0.01% | -21.68% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 12.56% | -1.84% | +363.11% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 10.68% | +0.58% | -0.11% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 6.87% | — | -1.95% | |
| 5 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 6.11% | +0.15% | -2.67% | |
| 6 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 5.22% | — | +2.72% | |
| 7 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 4.62% | -0.04% | +1.35% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.91% | — | +0.48% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.84% | — | -0.73% | |
| 10 | PKWUSD | Invesco Buyback Achievers Et | ETF-その他 | 3.76% | — | — | |
| 11 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 3.50% | -0.15% | -0.36% | |
| 12 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 3.50% | — | -9.65% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.12% | +0.12% | +13.75% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.84% | +4.94% | +8.69% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.79% | +0.32% | +31.37% | |
| 16 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 1.79% | — | -3.76% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.61% | — | -0.26% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.26% | +3.27% | +25.46% | |
| 19 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.05% | — | +16.31% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.03% | -1.16% | +21.69% | |
| 21 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.96% | +0.01% | -79.14% | |
| 22 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.76% | — | +21.66% | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.75% | -0.27% | +275.43% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.69% | -3.31% | +6.28% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.64% | +0.07% | +23.42% | |
| 26 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.63% | -0.10% | +28.91% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | — | +57.50% | |
| 28 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.49% | — | +5.50% | |
| 29 | ALL | Allstate CORP | 株式-金融 | 0.38% | — | — | |
| 30 | AXP | American Express Company | 株式-金融 | 0.33% | — | -0.10% | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.27% | -0.24% | +23.17% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.21% | — | -2.25% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.16% | — | -2.11% | |
| 34 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.14% | — | — | |
| 35 | DEW | Wisdomtree Global High Divid | ETF-その他 | 0.14% | — | -97.06% | |
| 36 | MDT | Medtronic plc | 株式-ヘルスケア | 0.13% | — | — | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.13% | — | +5.91% | |
| 38 | DFSEUR | Discover Financial Services | 株式-その他 | 0.12% | — | — | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.12% | +0.07% | -70.00% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.11% | -0.14% | — | |
| 41 | IIM | Invesco Value Municipal Inco | 株式-その他 | 0.10% | — | — |