CIK: 0001484721
申告総資産額
$3.3億
上位200銘柄を表示中(全319銘柄)
| # | 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 | 11.09% | -1.84% | +3.84% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 8.83% | -3.31% | +7.66% | |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 7.76% | -0.27% | +10.83% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.55% | +0.58% | +1.26% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-その他 | 5.05% | -1.16% | +1.26% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.99% | -0.12% | +7.01% | |
| 7 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 4.70% | +0.59% | +51.73% | |
| 8 | ✓ | Powershares ETF Trust | ETF-その他 | 4.43% | — | +3.03% | |
| 9 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 3.74% | -0.04% | +1.08% | |
| 10 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 2.46% | +0.01% | +0.04% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.44% | -0.37% | +10.00% | |
| 12 | SOXL | Direxion Daily Semiconductor Bull 3X Shares | 株式-その他 | 2.40% | -0.68% | +4.32% | |
| 13 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 2.31% | — | +7.23% | |
| 14 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 2.26% | +0.13% | +0.29% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.13% | +0.32% | +4.87% | |
| 16 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.93% | +0.01% | +5.43% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.85% | — | +3.51% | |
| 18 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.79% | -0.67% | +541.93% | |
| 19 | ✓ | Powershares Act Mang Comm Fd | 株式-その他 | 1.78% | — | +34.99% | |
| 20 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 1.72% | -0.15% | +7.58% | |
| 21 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 1.57% | -0.06% | +16.15% | |
| 22 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.41% | -0.05% | +1.95% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.37% | +0.12% | -7.28% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.27% | — | -0.04% | |
| 25 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 1.08% | -0.11% | +18.43% | |
| 26 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.97% | -0.22% | — | |
| 27 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 0.76% | -0.02% | +33.17% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.70% | -1.38% | -6.42% | |
| 29 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.63% | +3.27% | +4.30% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.58% | +0.07% | +3.17% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.56% | +0.05% | -20.71% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.53% | +4.94% | +11.55% | |
| 33 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.52% | -0.10% | -10.00% | |
| 34 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.44% | — | -9.85% | |
| 35 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.39% | +0.01% | -85.89% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.38% | — | +1.50% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | — | — | |
| 38 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.30% | — | -11.14% | |
| 39 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.28% | — | -11.48% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.27% | +0.05% | +2.48% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.25% | — | — | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.25% | — | -70.17% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.24% | +0.07% | -62.52% | |
| 44 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.23% | -0.24% | -11.57% | |
| 45 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.23% | -0.14% | +25.00% | |
| 46 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.21% | -0.21% | +23.62% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.21% | — | +2.84% | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.19% | -0.14% | +12.27% | |
| 49 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.18% | — | +0.03% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.17% | — | — |