CIK: 0001484721
申告総資産額
$3.3億
上位200銘柄を表示中（全327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 | 11.93% | -1.84% | +1.77% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 11.79% | -3.31% | -3.37% | |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 8.49% | -0.27% | +3.05% | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 6.93% | -0.67% | +99.98% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.52% | +0.58% | +0.23% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 4.74% | +0.59% | +1.67% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.47% | -1.16% | +1.89% | |
| 8 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 4.27% | +0.19% | — | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.86% | -0.12% | +0.49% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.77% | -0.37% | -3.18% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.53% | +0.32% | +2.49% | |
| 12 | SOXL | Direxion Daily Semiconductor Bull 3X Shares | 株式-その他 | 2.36% | -0.68% | +1.99% | |
| 13 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 2.32% | +0.01% | +4.52% | |
| 14 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 2.16% | +0.13% | -6.38% | |
| 15 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 1.72% | -0.22% | +2.03% | |
| 16 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.72% | +0.02% | — | |
| 17 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 1.60% | -0.15% | +1.33% | |
| 18 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 1.32% | -0.06% | -9.05% | |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.28% | -0.05% | -1.06% | |
| 20 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 1.13% | — | -57.06% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.10% | +0.12% | +1.84% | |
| 22 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.10% | +0.01% | +1.91% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.99% | — | +3.18% | |
| 24 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.80% | -0.04% | +6.65% | |
| 25 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.66% | — | — | |
| 26 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 0.56% | -0.02% | -42.74% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.51% | +3.27% | -4.46% | |
| 28 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.46% | +0.07% | — | |
| 29 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.44% | -0.14% | +13.75% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.42% | +4.94% | +11.62% | |
| 31 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.39% | -0.21% | +11.85% | |
| 32 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.38% | +0.01% | +2.05% | |
| 33 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.38% | -0.11% | +1.73% | |
| 34 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.38% | -0.10% | -3.31% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.36% | +0.07% | -0.49% | |
| 36 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.30% | +0.01% | — | |
| 37 | AAPL | Apple INC | 株式-IT | 0.27% | +0.05% | +5.17% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.24% | — | — | |
| 39 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.23% | -0.24% | +3.41% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.22% | +0.27% | — | |
| 41 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.20% | — | — | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.19% | +0.07% | +4.70% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.18% | — | — | |
| 44 | AXP | American Express Company | 株式-金融 | 0.17% | — | -0.39% | |
| 45 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.16% | -0.06% | +4.12% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.16% | +0.05% | +0.23% | |
| 47 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 0.16% | — | — | |
| 48 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.15% | — | — | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.14% | — | +29.75% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.14% | — | -6.88% |