CIK: 0001695490
申告総資産額
$22.2億
上位200銘柄を表示中(全217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 | 11.18% | -0.50% | +2.79% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 10.71% | +0.33% | +3.86% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 8.47% | -1.10% | +4.08% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 6.90% | +0.03% | -1.18% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.73% | +0.52% | +8.54% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 2.99% | +0.13% | +11.92% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.50% | -0.01% | +4.56% | |
| 8 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 2.07% | — | -2.73% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.86% | +0.12% | +11.30% | |
| 10 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.75% | — | -3.56% | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.63% | -0.18% | +17.55% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.51% | +0.02% | +0.13% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.40% | -0.08% | +22.61% | |
| 14 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 1.34% | — | -4.92% | |
| 15 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.32% | — | +22.16% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.10% | -0.09% | +5.22% | |
| 17 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.99% | +0.03% | -1.11% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.96% | +0.04% | +1.91% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.95% | -0.05% | -0.07% | |
| 20 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.89% | +0.02% | -3.26% | |
| 21 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.86% | — | -3.39% | |
| 22 | PECO | Phillips Edison & Company In | 株式-不動産 | 0.83% | — | +3.96% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.78% | — | +0.30% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.76% | +0.01% | +14.54% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.74% | — | +26.25% | |
| 26 | PJUN | Innovator U.s. Equity Power | ETF-その他 | 0.73% | -0.03% | +0.21% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.73% | — | +1.22% | |
| 28 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.72% | — | -2.83% | |
| 29 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.72% | +0.03% | -3.74% | |
| 30 | PGX | Invesco Preferred ETF | ETF-その他 | 0.70% | — | +1.51% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.70% | — | +0.96% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.69% | -0.04% | +13.31% | |
| 33 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.66% | +0.03% | -3.33% | |
| 34 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.63% | — | +2.21% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.61% | +0.03% | +9.87% | |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.60% | — | -4.73% | |
| 37 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.57% | — | +1.96% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.57% | — | -8.30% | |
| 39 | RVNU | Xtrackers Municipal Infrastr | ETF-その他 | 0.53% | — | +10.29% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.53% | — | -11.77% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.52% | — | +29.99% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.43% | — | +5.29% | |
| 43 | SWAN | Amplify Blckswn Grow Trsry | ETF-その他 | 0.43% | — | +2.43% | |
| 44 | XLE | Ss Energy Select Sector | ETF-その他 | 0.42% | — | +7.97% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.41% | +0.02% | +10.49% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.37% | — | +1.28% | |
| 47 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.37% | — | -0.36% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.35% | -0.12% | -2.87% | |
| 49 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.34% | — | -3.93% | |
| 50 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.34% | — | -4.90% |