CIK: 0001484721
申告総資産額
$3.3億
上位200銘柄を表示中(全279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 | 12.48% | -1.84% | +0.11% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 12.46% | -3.31% | +2.77% | |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 9.23% | -0.27% | -1.92% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.34% | +0.58% | -1.95% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 4.65% | +0.59% | -0.59% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.44% | -1.16% | -0.29% | |
| 7 | ✓ | Powershares ETF Trust | ETF-その他 | 4.20% | — | -0.94% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.94% | -0.37% | +8.28% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.93% | -0.12% | +1.90% | |
| 10 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 3.54% | -0.67% | +280.54% | |
| 11 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 2.70% | — | +2.40% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.38% | +0.32% | -0.57% | |
| 13 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 2.33% | +0.13% | +63.24% | |
| 14 | SOXL | Direxion Daily Semiconductor Bull 3X Shares | 株式-その他 | 2.31% | -0.68% | +1.28% | |
| 15 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 2.23% | +0.01% | +4.24% | |
| 16 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 1.83% | -0.22% | +4.47% | |
| 17 | ✓ | Powershares Act Mang Comm Fd | 株式-その他 | 1.78% | — | +71.02% | |
| 18 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 1.62% | -0.15% | +1.26% | |
| 19 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 1.49% | -0.06% | -10.45% | |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.37% | -0.05% | +3.45% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.08% | +0.12% | +0.34% | |
| 22 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.08% | +0.01% | +3.98% | |
| 23 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 0.99% | -0.02% | +6.17% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.93% | — | -7.46% | |
| 25 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.73% | -0.04% | -4.01% | |
| 26 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.68% | — | +2.34% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.54% | +3.27% | +3.33% | |
| 28 | ✓ | Powershares Bulletshares 2022 Corporate Bond Portfolio | 株式-その他 | 0.45% | — | — | |
| 29 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.40% | -0.11% | +0.74% | |
| 30 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.40% | -0.14% | +4.51% | |
| 31 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.40% | -0.10% | -0.69% | |
| 32 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.39% | -0.21% | +0.33% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.37% | +4.94% | +6.57% | |
| 34 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.36% | +0.01% | +0.22% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.35% | +0.07% | -12.87% | |
| 36 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.35% | — | +6.18% | |
| 37 | PDP | Invesco Dwa Momentum ETF | ETF-その他 | 0.26% | — | -0.09% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.24% | — | +4.74% | |
| 39 | AAPL | Apple INC | 株式-IT | 0.24% | +0.05% | -30.85% | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.23% | -0.24% | +4.11% | |
| 41 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.22% | — | +2.61% | |
| 42 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.21% | — | +1.65% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.18% | +0.07% | -12.95% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.18% | — | — | |
| 45 | AXP | American Express Company | 株式-金融 | 0.16% | — | — | |
| 46 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.16% | -0.06% | +27.59% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.16% | +0.05% | +5.91% | |
| 48 | ✓ | Powershares Global ETF Trust | ETF-その他 | 0.14% | — | +6.79% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.14% | — | -56.25% | |
| 50 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 0.13% | — | +0.48% |