CIK: 0001695490
申告総資産額
$22.2億
上位200銘柄を表示中(全220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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 11.19% | -0.50% | -7.30% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 10.72% | +0.33% | -4.01% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 8.25% | -1.10% | -4.63% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 7.20% | +0.03% | -2.03% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.76% | +0.52% | -3.72% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 2.93% | +0.13% | -5.30% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.46% | -0.01% | -8.62% | |
| 8 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 2.10% | — | -5.02% | |
| 9 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.86% | — | -4.18% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.73% | +0.12% | -3.27% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.59% | +0.02% | -8.85% | |
| 12 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 1.52% | — | -7.04% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.39% | -0.18% | -5.66% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.26% | -0.08% | +1.39% | |
| 15 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.10% | — | -0.16% | |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.09% | +0.03% | -13.64% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.08% | -0.09% | +62.88% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.99% | -0.05% | +94.20% | |
| 19 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.95% | +0.02% | -18.25% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.94% | +0.04% | +1991.66% | |
| 21 | PECO | Phillips Edison & Company In | 株式-不動産 | 0.92% | — | -11.45% | |
| 22 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.92% | — | -9.93% | |
| 23 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.78% | — | +4.20% | |
| 24 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.76% | +0.03% | -25.01% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.75% | — | +4.32% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.73% | — | +4.74% | |
| 27 | PJUN | Innovator U.s. Equity Power | ETF-その他 | 0.73% | -0.03% | — | |
| 28 | PGX | Invesco Preferred ETF | ETF-その他 | 0.70% | — | +0.40% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.68% | +0.01% | -8.57% | |
| 30 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.68% | +0.03% | -22.31% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.68% | — | — | |
| 32 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.63% | — | +15.18% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.63% | — | +3.91% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.62% | — | +13.13% | |
| 35 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.60% | — | +5.52% | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.60% | -0.04% | -9.10% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.60% | — | -14.77% | |
| 38 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.58% | — | +161.01% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.56% | +0.03% | -0.31% | |
| 40 | RVNU | Xtrackers Municipal Infrastr | ETF-その他 | 0.50% | — | +0.39% | |
| 41 | SWAN | Amplify Blckswn Grow Trsry | ETF-その他 | 0.44% | — | -2.57% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.43% | — | +59.08% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.43% | — | +1081.32% | |
| 44 | PZA | Invesco National Amt-free Mu | ETF-その他 | 0.42% | — | +29.51% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.39% | +0.02% | +13.94% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.39% | — | +297.95% | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.39% | -0.12% | +4.51% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.38% | — | +132.34% | |
| 49 | XLE | Ss Energy Select Sector | ETF-その他 | 0.38% | — | +491.12% | |
| 50 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.37% | — | +3.70% |