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 | 12.42% | -1.43% | +2.55% | |
| 2 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 9.85% | -4.11% | -5.81% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 7.98% | -1.69% | -22.56% | |
| 4 | ✓ | Global X Fds | 株式-その他 | 7.64% | -1.91% | +1.94% | |
| 5 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 7.10% | -1.14% | +23.20% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-その他 | 6.99% | -0.91% | -0.05% | |
| 7 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 5.42% | -4.60% | +21.36% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.30% | -0.86% | -15.46% | |
| 9 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 4.30% | -0.88% | -10.10% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.18% | -0.40% | +4.40% | |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 3.85% | -0.70% | -11.05% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.24% | -0.60% | +4.92% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.03% | -0.39% | -9.34% | |
| 14 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.52% | -0.50% | -27.71% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.41% | +7.68% | +11.55% | |
| 16 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.58% | -0.36% | +2.69% | |
| 17 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.48% | -0.29% | -46.64% | |
| 18 | BWX | State Street Spdr Bloomberg | ETF-その他 | 1.46% | +7.03% | +1.55% | |
| 19 | CMF | Ishares California Muni Bond | ETF-その他 | 1.23% | +0.14% | NEW | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.13% | -0.12% | -8.25% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.10% | -0.28% | -0.81% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.85% | -0.18% | -4.05% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.82% | -0.24% | -25.34% | |
| 24 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.67% | +2.41% | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | -0.09% | +9.27% | |
| 26 | GOLD | Gold.com, Inc. | 株式-その他 | 0.50% | -0.49% | EXIT | |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.46% | +1.59% | -54.66% | |
| 28 | AAPL | Apple INC | 株式-IT | 0.46% | -0.19% | -7.21% | |
| 29 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.41% | — | -94.17% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.33% | -0.12% | — | |
| 31 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.26% | -0.13% | — | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | — | -28.47% | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.21% | -0.17% | EXIT | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.20% | -0.05% | -9.39% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.20% | — | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.18% | — | -15.02% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.17% | -0.15% | EXIT | |
| 38 | ABEV | Ambev Sa-adr | 株式-生活必需品 | 0.10% | — | -1.97% | |
| 39 | SMFG | Sumitomo Mitsui-spons Adr | 株式-金融 | 0.07% | — | -5.55% | |
| 40 | LYG | Lloyds Banking Group Plc-adr | 株式-金融 | 0.05% | — | — |