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 | 23.38% | -0.33% | -8.93% | |
| 2 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 13.24% | -0.27% | -6.43% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 12.71% | +0.39% | -8.08% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.49% | +0.21% | -15.73% | |
| 5 | FMB | First Trust Managed Municipa | ETF-その他 | 3.38% | — | +10.53% | |
| 6 | FTCS | First Trust Capital Strength | ETF-その他 | 3.34% | — | -9.90% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.04% | — | -14.46% | |
| 8 | FYC | First Trust Small Cap Growth | ETF-中小型株 | 3.00% | — | -10.35% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.96% | — | -15.46% | |
| 10 | BNDW | Vanguard Total World Bond Et | ETF-その他 | 2.68% | — | +89.94% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.58% | — | -12.55% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 2.50% | — | +4.94% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.36% | — | -5.07% | |
| 14 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 2.36% | — | +810.72% | |
| 15 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.53% | — | -18.95% | |
| 16 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.46% | — | -14.46% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.38% | +0.83% | +6.22% | |
| 18 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.34% | — | — | |
| 19 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.19% | — | -19.93% | |
| 20 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 1.15% | -0.15% | -7.03% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.14% | — | -11.12% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.98% | — | -12.46% | |
| 23 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.76% | — | -5.54% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.72% | — | -2.90% | |
| 25 | RFDI | First Trst Dyn Devel Int ETF | ETF-その他 | 0.65% | — | -0.05% | |
| 26 | HDMV | Ft Horizon Mgd Vol D Int ETF | ETF-その他 | 0.55% | — | -6.49% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.43% | — | -6.70% | |
| 28 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.40% | — | -8.95% | |
| 29 | GEF | Greif Inc-cl A | 株式-その他 | 0.38% | — | — | |
| 30 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.36% | +0.18% | +5.44% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.32% | — | -0.23% | |
| 32 | AAPL | Apple INC | 株式-IT | 0.31% | — | -24.24% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.30% | — | +0.09% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.27% | — | -10.07% | |
| 35 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.26% | — | +0.05% | |
| 36 | CMBS | Ishares Cmbs ETF | ETF-その他 | 0.26% | — | +3.72% | |
| 37 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.23% | — | -11.45% | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.22% | — | -8.04% | |
| 39 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.19% | — | -5.73% | |
| 40 | VUG | Vanguard Growth ETF | ETF-その他 | 0.19% | -0.79% | +0.11% | |
| 41 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.18% | — | -6.55% | |
| 42 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.18% | — | -9.48% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.17% | — | -3.59% | |
| 44 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.17% | — | -5.62% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.16% | — | +2.03% | |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.16% | — | +0.72% | |
| 47 | CSX | Csx CORP | 株式-資本財 | 0.16% | — | — | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.16% | — | — | |
| 49 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.14% | — | +0.59% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.14% | — | — |