CIK: 0001703080
申告総資産額
$2.3億
| # | 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 | 15.34% | -0.33% | +2.28% | |
| 2 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 9.91% | -0.27% | +7.09% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 9.70% | +0.39% | +5.49% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 8.48% | +0.83% | -4.24% | |
| 5 | SCHH | Schwab US Reit ETF | ETF-その他 | 6.40% | — | -0.70% | |
| 6 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 6.17% | — | +3.56% | |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 5.62% | — | +6.02% | |
| 8 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 4.95% | — | +1.67% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.22% | — | -6.14% | |
| 10 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 3.74% | — | -7.00% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.56% | +0.21% | -1.00% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.32% | — | +1.33% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.97% | — | +0.72% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.80% | — | +4.28% | |
| 15 | FMB | First Trust Managed Municipa | ETF-その他 | 2.08% | — | -5.07% | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.86% | — | -1.87% | |
| 17 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.85% | — | +43.79% | |
| 18 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.33% | — | +8.60% | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.63% | — | +58.26% | |
| 20 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.55% | — | +12.61% | |
| 21 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 0.44% | — | +7.14% | |
| 22 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.38% | — | -9.87% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.36% | +0.18% | -44.34% | |
| 24 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.36% | — | -0.16% | |
| 25 | GEF | Greif Inc-cl A | 株式-その他 | 0.34% | — | — | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.33% | +0.20% | +0.25% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.27% | — | +0.70% | |
| 28 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 0.26% | — | +1.33% | |
| 29 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.26% | — | -14.53% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.25% | — | +0.26% | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.25% | +0.16% | +11.66% | |
| 32 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.23% | — | +2.90% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.21% | — | +3.55% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.21% | — | +0.48% | |
| 35 | LVHD | Franklin U.s. Low Volatility | ETF-その他 | 0.20% | — | -0.43% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.19% | — | -4.98% |