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 | 11.41% | -1.43% | +2.95% | |
| 2 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 8.57% | -4.11% | +3.09% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 8.39% | -1.69% | -0.84% | |
| 4 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 7.65% | -1.14% | +2.08% | |
| 5 | ✓ | Global X Fds | 株式-その他 | 7.11% | -1.91% | -1.99% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-その他 | 6.95% | -0.91% | -0.41% | |
| 7 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 5.44% | -4.60% | +5.10% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.91% | -0.40% | +6.14% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.42% | -0.86% | -0.55% | |
| 10 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 4.24% | -0.88% | -0.28% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.52% | -0.60% | +9.53% | |
| 12 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 3.40% | -2.48% | +21.12% | |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 3.35% | -0.70% | -0.41% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.74% | -0.39% | -0.23% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.50% | +7.68% | +5.85% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.35% | -0.50% | -2.93% | |
| 17 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.52% | -0.29% | +2.40% | |
| 18 | BWX | State Street Spdr Bloomberg | ETF-その他 | 1.46% | +7.03% | +7.59% | |
| 19 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.44% | -0.36% | -4.51% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.27% | -0.28% | +6.92% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.00% | -0.12% | -6.47% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.80% | -0.18% | -3.51% | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.69% | +2.41% | +12.41% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.67% | -0.24% | -2.99% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.51% | -0.19% | -80.07% | |
| 26 | GOLD | Gold.com, Inc. | 株式-その他 | 0.49% | -0.49% | EXIT | |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.40% | +1.59% | +7.58% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.37% | -0.09% | -7.10% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.31% | -0.12% | -9.88% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.30% | -0.05% | — | |
| 31 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.29% | -0.13% | — | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.27% | -0.27% | EXIT | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.20% | -0.05% | -22.78% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.18% | -0.18% | EXIT | |
| 35 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.17% | -0.17% | EXIT | |
| 36 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.17% | -0.17% | EXIT | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.16% | -0.16% | EXIT | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.16% | -0.16% | EXIT | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.15% | -0.15% | EXIT | |
| 40 | LYG | Lloyds Banking Group Plc-adr | 株式-金融 | 0.03% | — | -0.08% |