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 | 10.96% | -1.43% | -1.24% | |
| 2 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 8.42% | -4.11% | -3.19% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 7.84% | -1.69% | +2.50% | |
| 4 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 7.11% | -1.14% | +6.86% | |
| 5 | ✓ | Global X Fds | 株式-その他 | 6.94% | -1.91% | -2.11% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-その他 | 6.63% | -0.91% | +3.99% | |
| 7 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 5.20% | -4.60% | +7.62% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.35% | -0.40% | +10.72% | |
| 9 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 4.18% | -0.88% | +0.06% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.10% | -0.86% | -0.39% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.17% | -0.60% | +9.96% | |
| 12 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 3.17% | -0.70% | -11.66% | |
| 13 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 3.01% | -2.48% | — | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.64% | -0.39% | -5.13% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.39% | +7.68% | +10.16% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.35% | -0.50% | -2.00% | |
| 17 | AAPL | Apple INC | 株式-IT | 2.09% | -0.19% | +356.22% | |
| 18 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.47% | -0.36% | -1.98% | |
| 19 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.44% | -0.29% | +105.90% | |
| 20 | BWX | State Street Spdr Bloomberg | ETF-その他 | 1.38% | +7.03% | +10.37% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 1.19% | — | — | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.13% | -0.28% | +9.10% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.02% | -0.12% | -0.50% | |
| 24 | EXK | Exact Sciences CORP | 株式-素材 | 1.02% | — | — | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.77% | -0.18% | -0.20% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.68% | -0.24% | -9.94% | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.62% | +2.41% | +14.13% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | — | +168.75% | |
| 29 | GOLD | Gold.com, Inc. | 株式-その他 | 0.46% | -0.49% | EXIT | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.38% | -0.09% | -29.90% | |
| 31 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.36% | +1.59% | -2.72% | |
| 32 | AKAM | Akamai Technologies INC | 株式-IT | 0.34% | — | — | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.32% | -0.12% | +2.25% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.27% | — | — | |
| 35 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.27% | -0.13% | — | |
| 36 | NBTB | N B T Bancorp INC | 株式-その他 | 0.24% | — | — | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.23% | -0.05% | +14.05% | |
| 38 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.20% | -0.17% | EXIT | |
| 39 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 0.19% | — | — | |
| 40 | ZNGAEUR | Zynga INC - Cl A | 株式-その他 | 0.18% | — | — | |
| 41 | WFC | Wells Fargo & Co | 株式-金融 | 0.17% | — | — | |
| 42 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 0.17% | +0.22% | NEW | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.15% | -0.15% | EXIT | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.15% | -0.27% | EXIT | |
| 45 | ABEV | Ambev Sa-adr | 株式-生活必需品 | 0.05% | — | -11.01% | |
| 46 | LYG | Lloyds Banking Group Plc-adr | 株式-金融 | 0.04% | — | -10.10% |