CIK: 0001694948
申告総資産額
$1.4億
| # | 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 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 10.83% | -1.43% | +0.13% | |
| 2 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 9.25% | -4.11% | +0.59% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 8.96% | -1.69% | -0.85% | |
| 4 | ✓ | Global X Fds | 株式-その他 | 6.62% | -1.91% | +4.31% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-その他 | 6.38% | -0.91% | +3.25% | |
| 6 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 6.08% | — | -0.25% | |
| 7 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 5.23% | -1.14% | +4.44% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.44% | -0.86% | -2.73% | |
| 9 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 4.29% | -0.88% | +3.49% | |
| 10 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 4.05% | -4.60% | +11.76% | |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 3.93% | -0.70% | -8.97% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.57% | -0.40% | +2.43% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.19% | -0.50% | -9.21% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.06% | -0.39% | -2.07% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.75% | -0.60% | +1.20% | |
| 16 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 2.53% | -0.29% | +9.02% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.94% | +7.68% | +2.16% | |
| 18 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.40% | -0.36% | +208.78% | |
| 19 | BWX | State Street Spdr Bloomberg | ETF-その他 | 1.22% | +7.03% | +2.24% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.12% | -0.12% | -24.13% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.99% | -0.24% | -9.35% | |
| 22 | CMF | Ishares California Muni Bond | ETF-その他 | 0.99% | +0.14% | NEW | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.99% | -0.28% | +3.31% | |
| 24 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.85% | +1.59% | +2.19% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.81% | -0.18% | +3.21% | |
| 26 | GOLD | Gold.com, Inc. | 株式-その他 | 0.62% | -0.49% | EXIT | |
| 27 | 90002USD | Guggenheim Bulletshares 2018 | ETF-その他 | 0.60% | — | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.47% | -0.09% | — | |
| 29 | AAPL | Apple INC | 株式-IT | 0.44% | -0.19% | -94.93% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | — | — | |
| 31 | BND | Vanguard Total Bond Market | ETF-その他 | 0.24% | — | — | |
| 32 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.21% | -0.13% | — | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.19% | -0.17% | EXIT | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.19% | — | — | |
| 35 | WEP | Magellan Midstream Partners | 株式-その他 | 0.18% | — | — | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.18% | -0.05% | — | |
| 37 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 0.18% | +0.22% | NEW | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.18% | +0.15% | NEW | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.17% | — | — | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.15% | — | — | |
| 41 | ABEV | Ambev Sa-adr | 株式-生活必需品 | 0.08% | — | — | |
| 42 | SMFG | Sumitomo Mitsui-spons Adr | 株式-金融 | 0.07% | — | — | |
| 43 | LYG | Lloyds Banking Group Plc-adr | 株式-金融 | 0.04% | — | — |