CIK: 0001068804
申告総資産額
$8.6億
| # | 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 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 15.20% | — | -0.33% | |
| 2 | ✓ | J P Morgan Exchange Traded F | 株式-その他 | 15.13% | — | +0.15% | |
| 3 | FTA | First Trust L C Val Alp | ETF-その他 | 13.81% | — | -0.58% | |
| 4 | FDT | First Trust Develp Mkt Ex-us | ETF-その他 | 13.48% | — | +10.89% | |
| 5 | FXL | First Trust Technology Alpha | ETF-テック型 | 8.35% | — | — | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 7.41% | — | — | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 6.15% | — | +0.67% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 6.13% | -0.03% | EXIT | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 5.46% | -0.04% | EXIT | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.20% | — | +3.45% | |
| 11 | UAL | United Airlines Holdings INC | 株式-資本財 | 0.78% | -0.04% | -0.34% | |
| 12 | AAPL | Apple INC | 株式-IT | 0.58% | -0.12% | +19.33% | |
| 13 | ORCL | Oracle CORP | 株式-IT | 0.58% | — | +25.22% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.47% | — | -96.97% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.38% | — | -1.02% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.38% | +7.29% | -26.68% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.37% | -0.04% | -43.65% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.31% | — | +0.72% | |
| 19 | CXPUSD | Columbia Property Trust INC | 株式-その他 | 0.29% | — | -27.22% | |
| 20 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.24% | — | +0.70% | |
| 21 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.21% | — | — | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.21% | — | — | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.20% | — | — | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.19% | -0.05% | +2.75% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.17% | — | -0.62% | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 0.15% | — | -6.31% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.13% | — | -99.21% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.13% | — | -99.20% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.12% | — | +49.64% | |
| 30 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 0.11% | — | — | |
| 31 | ✓ | Blackrock Munihldgs Fd Ii In | 株式-その他 | 0.11% | — | -8.57% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.10% | -0.02% | +2.54% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.10% | +0.01% | +0.27% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.10% | — | +2.54% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.10% | -0.02% | +0.21% | |
| 36 | XMQTX | Blackrock Muniyield Qlty Ii | 株式-その他 | 0.10% | -0.02% | EXIT | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.09% | +0.02% | NEW | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.09% | -0.03% | +4.49% | |
| 39 | LUV | Southwest Airlines Co | 株式-資本財 | 0.09% | -0.08% | -22.97% | |
| 40 | DAL | Delta Air Lines INC | 株式-資本財 | 0.08% | — | +0.45% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.08% | — | +0.18% | |
| 42 | CAT | Caterpillar INC | 株式-資本財 | 0.08% | +0.03% | — | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.08% | +0.01% | +0.09% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.08% | — | -7.31% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.07% | -1.57% | +8.66% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.07% | — | — | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.07% | -0.01% | +0.31% | |
| 48 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.07% | — | +0.46% | |
| 49 | INTC | Intel CORP | 株式-IT | 0.07% | — | -17.85% | |
| 50 | T | At&t INC | 株式-通信サービス | 0.06% | +0.03% | NEW |