CIK: 0001910488
申告総資産額
$2.4億
上位200銘柄を表示中（全558銘柄）
| # | 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 | 11.51% | +0.19% | +13.29% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 7.82% | +0.51% | +7.12% | |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 6.29% | -0.14% | +9.69% | |
| 4 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 4.72% | -0.25% | +9.06% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.46% | -0.40% | +0.26% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.41% | — | +0.72% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.86% | -0.14% | -0.02% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.30% | -0.15% | +0.17% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.02% | -0.20% | +5.66% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.96% | — | +0.45% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 2.61% | +0.01% | -12.83% | |
| 12 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 2.46% | -0.01% | -9.45% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.38% | — | -10.75% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.95% | +0.31% | +28.60% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.86% | — | +0.05% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.75% | — | +1.04% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.58% | — | +1.76% | |
| 18 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.43% | — | — | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.29% | -0.08% | +0.22% | |
| 20 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 1.25% | +0.04% | +0.64% | |
| 21 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 1.24% | +0.05% | -0.06% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.16% | -0.11% | +69.85% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.08% | +0.01% | -3.10% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.02% | — | +21.43% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.97% | +0.01% | -1.07% | |
| 26 | QDEF | Flexshares Quality Dividend | ETF-その他 | 0.97% | — | — | |
| 27 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.89% | -0.03% | +0.20% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.88% | — | -21.82% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.87% | — | — | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.87% | — | +0.19% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.81% | -0.16% | -7.75% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.78% | -0.05% | +0.08% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.73% | +0.01% | — | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.65% | — | -2.52% | |
| 35 | QDF | Flexshares Quality Dividend | ETF-その他 | 0.65% | — | +0.02% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.63% | +0.01% | +37.34% | |
| 37 | BND | Vanguard Total Bond Market | ETF-その他 | 0.61% | +1.11% | +0.34% | |
| 38 | AAPL | Apple INC | 株式-IT | 0.60% | -0.06% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | -0.04% | +0.33% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.59% | — | -0.04% | |
| 41 | IQDEUSD | Flexshares-int Qual Dvd Defe | ETF-その他 | 0.57% | — | — | |
| 42 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.55% | — | +0.11% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.53% | — | -33.70% | |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.44% | — | +0.22% | |
| 45 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.41% | — | — | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.38% | — | +0.50% | |
| 47 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.36% | +0.02% | — | |
| 48 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 0.33% | — | +0.67% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.32% | — | -8.25% | |
| 50 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.32% | — | +0.15% |