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 | 14.04% | -0.18% | -0.83% | |
| 2 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 12.49% | — | -2.96% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.91% | -1.64% | +0.59% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 9.80% | -0.16% | +0.54% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 6.84% | — | +13.40% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.01% | -0.15% | -0.87% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.81% | — | +3.68% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 4.69% | — | -6.64% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.68% | — | -2.40% | |
| 10 | IQLT | Ishares Msci International Q | ETF-その他 | 4.62% | — | -0.53% | |
| 11 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 4.00% | — | +0.49% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.80% | — | -1.59% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.33% | — | +10.88% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.87% | — | +12.26% | |
| 15 | BNDW | Vanguard Total World Bond Et | ETF-その他 | 1.40% | — | -5.31% | |
| 16 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 1.25% | — | -3.29% | |
| 17 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.77% | — | +54.57% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.72% | -0.34% | -0.34% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.63% | — | -5.68% | |
| 20 | KSUEUR | Kansas City Southern | 株式-その他 | 0.49% | — | — | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.41% | — | +2.31% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.40% | — | +0.15% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.32% | — | -0.09% | |
| 24 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.24% | — | +4.64% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.24% | — | -4.67% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.23% | -0.21% | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.20% | — | -2.27% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.19% | — | -0.76% | |
| 29 | ✓ | Jp Morgan Exchange Traded Fd | 株式-その他 | 0.16% | — | -6.79% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.16% | -0.31% | -1.45% | |
| 31 | EVRG | Evergy INC | 株式-公益事業 | 0.14% | — | +0.91% | |
| 32 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.12% | — | -1.09% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.12% | — | — | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.12% | +0.06% | -0.30% | |
| 35 | JKHY | Jack Henry & Associates INC | 株式-IT | 0.12% | — | — | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.12% | — | +0.41% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.11% | — | -4.96% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.11% | — | +9.92% | |
| 39 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.10% | — | — | |
| 40 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.10% | — | -2.40% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.09% | — | — | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.09% | — | -1.86% | |
| 43 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.09% | — | +9.33% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.08% | -0.17% | +2.26% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.08% | — | -7.59% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.07% | +0.08% | -10.62% | |
| 47 | CERNCHF | Cerner CORP | 株式-その他 | 0.06% | — | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.06% | — | — | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.05% | — | -5.80% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.05% | — | -12.58% |