CIK: 0001910488
申告総資産額
$2.4億
上位200銘柄を表示中（全579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 | 11.11% | +0.19% | -4.78% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 7.61% | +0.51% | +0.76% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.83% | -0.40% | -0.58% | |
| 4 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 5.44% | -0.25% | +4.24% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 4.61% | -0.14% | -2.56% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.84% | -0.20% | -2.82% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.76% | -0.14% | — | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.51% | -0.15% | +0.19% | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 2.92% | -0.01% | +10.34% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.88% | — | +0.37% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.88% | +0.31% | +21.36% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 2.87% | +0.01% | -0.12% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.37% | — | +0.42% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.84% | — | -4.26% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.71% | — | +0.04% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.65% | +0.01% | +69.38% | |
| 17 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.31% | — | — | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.28% | -0.08% | +0.22% | |
| 19 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.21% | -0.03% | -9.55% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.20% | — | +0.06% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.13% | -0.11% | -15.74% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.10% | +0.01% | -0.45% | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 1.09% | -0.29% | -3.97% | |
| 24 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 1.05% | +0.04% | +0.56% | |
| 25 | QDEF | Flexshares Quality Dividend | ETF-その他 | 1.02% | — | +0.30% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.00% | +0.14% | +18.63% | |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.96% | +0.05% | — | |
| 28 | BND | Vanguard Total Bond Market | ETF-その他 | 0.90% | +1.11% | +0.29% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.88% | — | +0.16% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.83% | -0.16% | -1.09% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.74% | — | -4.66% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.72% | -0.05% | +0.07% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.69% | +0.01% | -4.45% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.67% | — | +0.51% | |
| 35 | AAPL | Apple INC | 株式-IT | 0.65% | -0.06% | -2.75% | |
| 36 | QDF | Flexshares Quality Dividend | ETF-その他 | 0.65% | — | +0.27% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.64% | +0.01% | — | |
| 38 | IQDF | Flexshares-int Qual Dvd Inde | ETF-その他 | 0.60% | +0.03% | +0.44% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.57% | — | — | |
| 40 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.55% | — | +0.17% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.55% | -0.04% | -0.42% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.52% | — | -25.45% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.49% | — | +0.31% | |
| 44 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 0.49% | -0.03% | +0.09% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.46% | — | -4.94% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.45% | -0.06% | +0.07% | |
| 47 | SUB | Ishares Short-term National | ETF-その他 | 0.44% | — | +7.87% | |
| 48 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 0.41% | +0.09% | — | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.39% | -0.04% | +0.32% | |
| 50 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.38% | +0.02% | +0.11% |