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 | 11.30% | -0.90% | -0.63% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 7.37% | +0.13% | +201.09% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.32% | +0.15% | +98.70% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.80% | -0.35% | +1.36% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.55% | -0.60% | +0.31% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.15% | +0.05% | +2.37% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.57% | -0.26% | +206.47% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.52% | +0.10% | +10.61% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.39% | +0.28% | +6.07% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.25% | +0.03% | +1.79% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.03% | -0.08% | +0.47% | |
| 12 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 3.19% | +0.06% | +105.88% | |
| 13 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 2.91% | -0.12% | -0.60% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.16% | -0.05% | +100.80% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.74% | +0.11% | +198.16% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.72% | -0.09% | -0.25% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.63% | +0.09% | +2.69% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.62% | -0.11% | +1.67% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 1.62% | +0.54% | +2.73% | |
| 20 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.60% | -0.19% | +4.09% | |
| 21 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 1.26% | -0.08% | +16.25% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.15% | -0.08% | -0.53% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.04% | — | +3.83% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.02% | — | +2.41% | |
| 25 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.01% | — | -0.40% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | +0.05% | -0.10% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.81% | -0.10% | +0.56% | |
| 28 | IMCV | Ishares Morningstar Mid-cap | ETF-その他 | 0.77% | — | +0.23% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.76% | +0.27% | +4.64% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | -0.10% | -0.77% | |
| 31 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.73% | — | -0.84% | |
| 32 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 0.69% | — | -0.35% | |
| 33 | ISCV | Ishares Morningstar Small-ca | ETF-その他 | 0.61% | — | -0.11% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.60% | +0.12% | +10.64% | |
| 35 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.59% | +0.07% | +41.67% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.50% | +0.16% | -0.12% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.47% | — | -0.15% | |
| 38 | XLE | Ss Energy Select Sector | ETF-その他 | 0.47% | +0.15% | +7.79% | |
| 39 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.45% | — | -0.41% | |
| 40 | ISCG | Ishares Morningstar Small-ca | ETF-その他 | 0.43% | — | -0.44% | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.31% | -0.06% | +4.79% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.31% | -0.09% | -1.86% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.30% | -0.05% | +287.70% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.21% | — | +1.29% | |
| 45 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.21% | — | +200.00% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.20% | — | +199.96% | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.16% | — | +195.81% | |
| 48 | AIQ | Global X Art Intel & Tech | ETF-テック型 | 0.15% | -0.04% | +42.08% | |
| 49 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.15% | — | -58.64% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.13% | — | +0.18% |