CIK: 0001646695
申告総資産額
$24.1億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.85% | -0.90% | +6.76% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 9.48% | +0.15% | +0.51% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 7.63% | +0.13% | +2.80% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.37% | -0.60% | +1.31% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.39% | -0.08% | +7.28% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.36% | +0.28% | +2.72% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.34% | -0.35% | +51.36% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.17% | +0.03% | +13.80% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.11% | +0.10% | +10.86% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.67% | -0.26% | +0.90% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.64% | +0.05% | +6.12% | |
| 12 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 3.62% | -0.12% | -1.55% | |
| 13 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 3.09% | +0.06% | +3.59% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.04% | -0.05% | -0.75% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.03% | +0.11% | +4.72% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.66% | -0.11% | +5.56% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.59% | +0.09% | +1729.42% | |
| 18 | BND | Vanguard Total Bond Market | ETF-その他 | 1.39% | +0.54% | +14.53% | |
| 19 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.33% | -0.19% | +4.13% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.32% | -0.09% | +0.18% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.15% | — | +0.07% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.13% | — | -2.06% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.13% | -0.08% | -5.94% | |
| 24 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.98% | -0.08% | +17.23% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.98% | — | +8.13% | |
| 26 | IMCV | Ishares Morningstar Mid-cap | ETF-その他 | 0.93% | — | -1.81% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.90% | +0.05% | +2.45% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | -0.10% | +1.23% | |
| 29 | ISCV | Ishares Morningstar Small-ca | ETF-その他 | 0.67% | — | -1.97% | |
| 30 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.67% | — | -2.44% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.67% | +0.27% | +7.24% | |
| 32 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 0.65% | — | -1.91% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.55% | +0.16% | -10.98% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.55% | -0.10% | +0.65% | |
| 35 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.53% | — | -7.72% | |
| 36 | XLE | Ss Energy Select Sector | ETF-その他 | 0.53% | +0.15% | +4.50% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.51% | — | -3.74% | |
| 38 | VTV | Vanguard Value ETF | ETF-その他 | 0.45% | +0.12% | +3153.72% | |
| 39 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.42% | — | -3.41% | |
| 40 | ISCG | Ishares Morningstar Small-ca | ETF-その他 | 0.39% | — | -2.77% | |
| 41 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.36% | +0.07% | +1579.30% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.34% | -0.09% | +7.92% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.30% | -0.05% | -8.26% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.29% | -0.06% | +9.80% | |
| 45 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.23% | — | — | |
| 46 | DE | Deere & Co | 株式-資本財 | 0.23% | +0.02% | -0.28% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.22% | — | +1.27% | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.19% | — | -3.36% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.14% | — | +2.71% | |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.13% | — | -68.14% |