CIK: 0001484721
申告総資産額
$3.3億
上位200銘柄を表示中（全323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 | 12.25% | -1.84% | +5.50% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 9.08% | -3.31% | +6.89% | |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 9.03% | -0.27% | +11.08% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.65% | +0.58% | +0.05% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-その他 | 5.13% | -1.16% | +4.00% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.84% | -0.12% | +1.49% | |
| 7 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 4.82% | +0.59% | +3.02% | |
| 8 | ✓ | Powershares ETF Trust | ETF-その他 | 4.48% | — | +2.77% | |
| 9 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 3.77% | -0.04% | +4.70% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.84% | -0.37% | +20.40% | |
| 11 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 2.71% | — | +20.52% | |
| 12 | SOXL | Direxion Daily Semiconductor Bull 3X Shares | 株式-その他 | 2.43% | -0.68% | +108.93% | |
| 13 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 2.42% | +0.01% | +0.49% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.31% | +0.32% | +5.90% | |
| 15 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 2.19% | +0.13% | +1.16% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.89% | — | +5.16% | |
| 17 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 1.64% | -0.15% | +1.02% | |
| 18 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 1.57% | -0.22% | +54.11% | |
| 19 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 1.43% | -0.06% | -7.20% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.33% | +0.12% | -0.32% | |
| 21 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.31% | +0.01% | -23.64% | |
| 22 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 1.24% | -0.11% | +11.34% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.21% | — | +0.05% | |
| 24 | ✓ | Powershares Act Mang Comm Fd | 株式-その他 | 1.20% | — | -27.50% | |
| 25 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.13% | -0.67% | -33.86% | |
| 26 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 0.83% | -0.02% | +14.98% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.63% | +4.94% | +19.92% | |
| 28 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.60% | — | +120.53% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.59% | +0.07% | +3.61% | |
| 30 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.52% | -0.10% | +3.89% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.44% | +0.05% | -19.63% | |
| 32 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 0.43% | — | — | |
| 33 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.39% | +0.01% | +4.74% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.38% | — | +2.18% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | — | +12.16% | |
| 36 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.31% | -0.21% | +38.65% | |
| 37 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.31% | -0.14% | +37.46% | |
| 38 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.29% | — | +1.36% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.28% | +0.05% | +4.53% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.25% | — | — | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.24% | +0.07% | +3.19% | |
| 42 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.23% | -0.24% | +4.09% | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.21% | — | -4.33% | |
| 44 | PDP | Invesco Dwa Momentum ETF | ETF-その他 | 0.20% | — | +24.65% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.18% | — | +5.70% | |
| 46 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.17% | — | -6.05% | |
| 47 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.17% | -0.06% | +1249.57% | |
| 48 | AXP | American Express Company | 株式-金融 | 0.15% | — | — | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.13% | — | -1.32% | |
| 50 | CC | Chemours Co/the | 株式-素材 | 0.13% | — | -12.11% |