CIK: 0001910488
申告総資産額
$2.4億
上位200銘柄を表示中(全600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 | 11.08% | +0.19% | +5.30% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 7.40% | +0.51% | +0.98% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.07% | -0.40% | -1.58% | |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 4.92% | -0.14% | +0.61% | |
| 5 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 4.80% | -0.25% | -4.44% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.95% | -0.20% | -2.33% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.66% | -0.14% | +0.53% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.63% | -0.15% | -0.11% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 2.78% | +0.01% | -5.27% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.76% | — | +0.20% | |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 2.65% | -0.01% | -0.00% | |
| 12 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.28% | +0.31% | +1.34% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.27% | — | +0.58% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.90% | — | +0.20% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.70% | — | +1.81% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.38% | -0.08% | +0.24% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.30% | -0.11% | -4.78% | |
| 18 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.30% | -0.03% | +51.42% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.29% | — | +1.45% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.24% | — | -5.69% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 1.13% | -0.29% | -0.25% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.13% | +0.01% | +1.40% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.03% | -0.16% | +0.02% | |
| 24 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 1.01% | +0.04% | +0.89% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.99% | +0.01% | +3.35% | |
| 26 | QDEF | Flexshares Quality Dividend | ETF-その他 | 0.99% | — | +0.52% | |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.93% | +0.05% | — | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.85% | — | +5697.47% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.85% | — | +0.22% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.83% | — | -15.00% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.80% | +0.14% | -10.27% | |
| 32 | BND | Vanguard Total Bond Market | ETF-その他 | 0.78% | +1.11% | +11.82% | |
| 33 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.73% | -0.05% | +0.08% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.71% | +0.01% | -1.02% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.71% | — | +0.92% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.67% | — | +26.42% | |
| 37 | AAPL | Apple INC | 株式-IT | 0.66% | -0.06% | +7.37% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.66% | +0.01% | +0.69% | |
| 39 | QDF | Flexshares Quality Dividend | ETF-その他 | 0.65% | — | +0.51% | |
| 40 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 0.63% | -0.03% | -0.58% | |
| 41 | IQDF | Flexshares-int Qual Dvd Inde | ETF-その他 | 0.59% | +0.03% | +1.49% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.58% | — | -0.28% | |
| 43 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.54% | — | — | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.53% | — | -1.23% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.52% | -0.04% | -1.00% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.48% | — | +0.79% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | -0.06% | +8.21% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | — | +0.02% | |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.39% | — | +0.27% | |
| 50 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.38% | — | — |