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 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 11.12% | -1.84% | +28.39% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 8.80% | +0.58% | -1.62% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 6.21% | -3.31% | +66.03% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.08% | -0.12% | +10.42% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 5.03% | +0.59% | -0.65% | |
| 6 | ✓ | Powershares ETF Trust | ETF-その他 | 4.20% | — | +9.66% | |
| 7 | SCHH | Schwab US Reit ETF | ETF-その他 | 4.18% | — | +7.26% | |
| 8 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 4.03% | -0.04% | -1.69% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.94% | -0.37% | +44.08% | |
| 10 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 3.92% | -0.11% | +2.59% | |
| 11 | PKWUSD | Invesco Buyback Achievers Et | ETF-その他 | 3.29% | — | -0.78% | |
| 12 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 3.27% | +0.01% | -13.12% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.77% | -0.27% | +110.94% | |
| 14 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資適格社債 | 2.50% | — | -1.11% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.22% | +0.32% | +1.64% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.95% | +0.12% | -2.61% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.91% | — | -16.13% | |
| 18 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.85% | +0.13% | — | |
| 19 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 1.85% | -0.15% | -1.51% | |
| 20 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.74% | +0.01% | +3.69% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.71% | -0.05% | -13.30% | |
| 22 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 1.63% | -0.06% | -1.07% | |
| 23 | USCI | United States Commodity Inde | ETF-コモディティ | 1.57% | — | +3.80% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.32% | — | -0.14% | |
| 25 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 1.31% | -0.10% | -1.11% | |
| 26 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.04% | +0.15% | -13.40% | |
| 27 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.02% | +0.02% | +1.58% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.90% | — | +4.38% | |
| 29 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.88% | +0.01% | -1.15% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.67% | — | -23.62% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.66% | -1.16% | +1.71% | |
| 32 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.66% | — | +7.00% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.62% | +0.07% | +2.98% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.61% | +4.94% | +26.53% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | — | — | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.36% | +0.07% | +7.40% | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.34% | -0.24% | +8.00% | |
| 38 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.31% | — | +4.50% | |
| 39 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.31% | +3.27% | +2.57% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.29% | +0.05% | +4.40% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.29% | — | -63.83% | |
| 42 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.28% | — | -2.98% | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.28% | — | -6.27% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.27% | — | -12.71% | |
| 45 | AXP | American Express Company | 株式-金融 | 0.27% | — | — | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.26% | — | — | |
| 47 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.19% | — | +0.05% | |
| 48 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.17% | — | +4.57% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.17% | — | — | |
| 50 | PDP | Invesco Dwa Momentum ETF | ETF-その他 | 0.16% | — | -8.53% |