CIK: 0000882119
申告総資産額
$15.4億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 49.22% | -3.90% | -0.22% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 5.58% | +0.05% | -0.09% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 5.38% | -0.68% | -1.13% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.43% | +0.22% | +6.94% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.00% | +0.30% | -3.02% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.00% | +0.19% | +4.46% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.69% | — | +7.80% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.42% | -0.22% | +0.44% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.92% | -0.21% | +4.57% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.83% | — | +0.40% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.80% | +0.03% | -1.70% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.67% | — | -1.80% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.51% | +0.04% | -0.47% | |
| 14 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.35% | +0.02% | +1.36% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.32% | +0.02% | +0.52% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.04% | — | +2.40% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.04% | -0.08% | — | |
| 18 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.93% | -0.05% | -6.34% | |
| 19 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.91% | — | +90.74% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.81% | +0.01% | -2.46% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.69% | -0.17% | +2.52% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.68% | +1.51% | +0.40% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.66% | — | -0.35% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.62% | +0.02% | -0.76% | |
| 25 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.58% | — | -0.93% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.53% | -0.04% | +1.79% | |
| 27 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.53% | — | +0.07% | |
| 28 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.43% | — | +3.03% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.41% | — | -18.20% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.41% | +0.02% | +10.46% | |
| 31 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.38% | — | -3.09% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.37% | — | -4.14% | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.23% | -0.01% | -15.18% | |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.21% | -0.01% | -1.37% | |
| 35 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.19% | +0.01% | -0.06% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.18% | — | +0.03% | |
| 37 | SYSB | Ishares Systematic Bond ETF | ETF-その他 | 0.13% | — | — | |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.11% | — | — | |
| 39 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.10% | — | — | |
| 40 | JUST | Goldman Sachs Just US Lrg | ETF-コモディティ | 0.10% | -0.02% | +24.41% | |
| 41 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.09% | — | +3.18% | |
| 42 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.09% | — | — | |
| 43 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.07% | — | +4.56% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.07% | — | — | |
| 45 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.05% | — | +3.83% | |
| 46 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.05% | — | — | |
| 47 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.04% | — | — | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.03% | — | — | |
| 49 | HSY | Hershey Co/the | 株式-生活必需品 | 0.02% | +0.01% | NEW | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.01% | — | — |