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 | 15.31% | +0.01% | -2.90% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 13.04% | -1.84% | -0.04% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 10.67% | +0.58% | -4.41% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 6.60% | — | -3.28% | |
| 5 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 4.70% | -0.04% | -3.17% | |
| 6 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 4.25% | — | -18.00% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.98% | — | -3.21% | |
| 8 | PKWUSD | Invesco Buyback Achievers Et | ETF-その他 | 3.72% | — | -3.33% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.66% | — | -3.85% | |
| 10 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 3.58% | — | -2.37% | |
| 11 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 3.45% | -0.15% | -1.77% | |
| 12 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.09% | +0.15% | -49.16% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.41% | +0.12% | +10.54% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.99% | +0.32% | +6.07% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.90% | +4.94% | -0.62% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.82% | -3.31% | +159.57% | |
| 17 | ELD | Wisdomtree Emrg Mkts Debt | ETF-その他 | 1.81% | — | -1.42% | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.62% | — | -0.54% | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.42% | +3.27% | +13.43% | |
| 20 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.30% | — | +25.19% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.22% | -1.16% | +14.75% | |
| 22 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 1.06% | -0.10% | +66.81% | |
| 23 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.93% | +0.01% | -3.94% | |
| 24 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.91% | -0.27% | +13.73% | |
| 25 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.88% | — | +15.70% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.75% | +0.07% | +13.07% | |
| 27 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.51% | -0.06% | — | |
| 28 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.51% | — | -2.63% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.51% | — | — | |
| 30 | ALL | Allstate CORP | 株式-金融 | 0.40% | — | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.32% | — | +47.92% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.31% | -0.24% | +10.29% | |
| 33 | AXP | American Express Company | 株式-金融 | 0.30% | — | +0.10% | |
| 34 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.18% | — | — | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.17% | — | -2.34% | |
| 36 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.14% | — | +0.03% | |
| 37 | MDT | Medtronic plc | 株式-ヘルスケア | 0.13% | — | — | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.13% | +0.07% | +11.67% | |
| 39 | DFSEUR | Discover Financial Services | 株式-その他 | 0.13% | — | — | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.11% | -0.14% | -5.68% | |
| 41 | IIM | Invesco Value Municipal Inco | 株式-その他 | 0.10% | — | — |