CIK: 0001508195
申告総資産額
$32.3億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 18.86% | -0.18% | -0.51% | |
| 2 | ✓ | Jp Morgan Exchange Traded Fd | 株式-その他 | 10.69% | — | +5.37% | |
| 3 | BNDW | Vanguard Total World Bond Et | ETF-その他 | 10.08% | — | +4.40% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 10.04% | — | +4.99% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.53% | -0.15% | +1.44% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.92% | — | -4.38% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.72% | — | +0.69% | |
| 8 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 4.51% | — | — | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.18% | — | -43.11% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.08% | — | +4.90% | |
| 11 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.02% | -0.16% | — | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.67% | — | +0.36% | |
| 13 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 1.42% | — | — | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.25% | — | -1.09% | |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.13% | — | -1.03% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.01% | — | +5.41% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.71% | — | -25.15% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.62% | -1.64% | — | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.62% | — | +1.26% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.51% | -0.34% | +0.22% | |
| 21 | KSUEUR | Kansas City Southern | 株式-その他 | 0.50% | — | — | |
| 22 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.48% | — | +4.86% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.38% | — | -0.40% | |
| 24 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.37% | — | -7.58% | |
| 25 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.33% | — | -3.46% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.30% | — | -0.50% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.30% | -0.17% | -6.20% | |
| 28 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.29% | — | +2.51% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.26% | — | -1.21% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.23% | -0.21% | +0.34% | |
| 31 | EVRG | Evergy INC | 株式-公益事業 | 0.23% | — | +0.87% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.23% | — | -0.39% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.17% | — | -0.40% | |
| 34 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 0.17% | — | -92.45% | |
| 35 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.16% | — | +8.92% | |
| 36 | JKHY | Jack Henry & Associates INC | 株式-IT | 0.15% | — | — | |
| 37 | JHMD | John Hancock Mf Dev Intl ETF | ETF-その他 | 0.15% | — | -90.43% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.14% | — | -6.37% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.13% | -0.31% | -50.60% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.13% | +0.06% | -0.08% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.12% | — | +0.08% | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.12% | — | — | |
| 43 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.11% | — | -0.28% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.09% | +0.10% | -90.68% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.09% | — | +7.86% | |
| 46 | IDV | Ishares International Select | ETF-その他 | 0.09% | — | -12.47% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.09% | — | +19.20% | |
| 48 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.08% | — | +17.53% | |
| 49 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.08% | — | -20.46% | |
| 50 | CERNCHF | Cerner CORP | 株式-その他 | 0.08% | — | — |