CIK: 0001910488
申告総資産額
$2.4億
上位200銘柄を表示中（全559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 | 10.95% | +0.19% | -0.52% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 7.59% | +0.51% | +0.67% | |
| 3 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 6.23% | -0.14% | +5.62% | |
| 4 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 4.72% | -0.25% | +10.30% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.51% | -0.40% | -0.11% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.28% | — | +4.94% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.91% | -0.14% | +7.54% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.79% | -0.20% | +24.04% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.35% | -0.15% | +0.17% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 3.11% | +0.01% | +24.16% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.86% | — | -0.22% | |
| 12 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 2.41% | -0.01% | +0.27% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.30% | — | +0.39% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.85% | — | +0.36% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.69% | — | +6.07% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.59% | +0.31% | -11.43% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.46% | — | -0.07% | |
| 18 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.37% | — | +1.59% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.33% | -0.11% | +13.17% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.30% | -0.08% | +0.20% | |
| 21 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 1.19% | +0.05% | +0.47% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.12% | — | +11.53% | |
| 23 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 1.06% | +0.04% | -10.80% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.04% | +0.01% | +0.57% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.01% | +0.01% | +10.67% | |
| 26 | QDEF | Flexshares Quality Dividend | ETF-その他 | 0.96% | — | +0.67% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.89% | -0.16% | +0.02% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.82% | — | +0.53% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.82% | — | -0.91% | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 0.81% | +1.11% | +43.79% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.80% | — | +0.26% | |
| 32 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.78% | -0.03% | -2.98% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.71% | +0.01% | +15.34% | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.70% | -0.05% | -11.03% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.69% | +0.01% | +0.75% | |
| 36 | AAPL | Apple INC | 株式-IT | 0.66% | -0.06% | -1.12% | |
| 37 | QDF | Flexshares Quality Dividend | ETF-その他 | 0.64% | — | +0.70% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.62% | — | +1.71% | |
| 39 | IQDF | Flexshares-int Qual Dvd Inde | ETF-その他 | 0.60% | +0.03% | +128.25% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | -0.04% | -1.58% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.57% | — | -0.68% | |
| 42 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.54% | — | -0.06% | |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.54% | +0.14% | +117.75% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.51% | — | +0.57% | |
| 45 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 0.44% | -0.03% | +288.21% | |
| 46 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.42% | — | +0.58% | |
| 47 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.39% | — | -2.92% | |
| 48 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.35% | +0.02% | +0.13% | |
| 49 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.34% | — | +0.78% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | -0.06% | +0.44% |