CIK: 0001910488
申告総資産額
$2.4億
| # | 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 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 10.23% | +0.19% | -12.48% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 6.99% | +0.51% | +7.15% | |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 6.55% | -0.14% | +1.80% | |
| 4 | BAC | Bank Of America CORP | 株式-金融 | 6.26% | -0.29% | +154.69% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.95% | -0.40% | +4.90% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.18% | -0.15% | +0.15% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.70% | -0.20% | -39.17% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.32% | — | -0.17% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.96% | — | -19.91% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.94% | — | +42.16% | |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 2.80% | -0.01% | -6.01% | |
| 12 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 2.54% | -0.25% | -43.78% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.52% | +0.01% | +137.41% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.43% | -0.14% | -39.73% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.32% | — | -21.58% | |
| 16 | IQDF | Flexshares-int Qual Dvd Inde | ETF-その他 | 2.12% | +0.03% | +9.22% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.91% | +0.01% | -43.24% | |
| 18 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.63% | — | -1.93% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.62% | — | +682.16% | |
| 20 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 1.60% | +0.05% | +0.70% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.55% | -0.08% | +0.32% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.30% | +0.01% | -0.97% | |
| 23 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.02% | +0.31% | -46.28% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.00% | -0.11% | -55.06% | |
| 25 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.99% | — | +60356.52% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.97% | -0.16% | -3.18% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.97% | — | -30.84% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.96% | — | -41.27% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.96% | — | -0.44% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.94% | — | — | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.92% | -0.05% | -0.98% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.91% | +0.01% | -1.29% | |
| 33 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 0.80% | — | +647.97% | |
| 34 | BND | Vanguard Total Bond Market | ETF-その他 | 0.78% | +1.11% | -61.87% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.76% | — | +0.82% | |
| 36 | AAPL | Apple INC | 株式-IT | 0.72% | -0.06% | +7.25% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.70% | -0.04% | -0.61% | |
| 38 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.66% | — | +123.76% | |
| 39 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.61% | — | +0.09% | |
| 40 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.60% | +0.14% | +47.65% | |
| 41 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.55% | — | +8.25% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | — | -94.86% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | -0.06% | -95.00% | |
| 44 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 0.45% | +0.04% | -69.39% | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.42% | — | — | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.40% | — | -52.12% | |
| 47 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 0.40% | — | -3.12% | |
| 48 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.36% | — | — | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.34% | — | +4.88% | |
| 50 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 0.33% | — | — |