CIK: 0001633288
申告総資産額
$6.4億
| # | 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 | 7.94% | -0.70% | +8.38% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 5.88% | -0.08% | +8.65% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.85% | +0.29% | +10.21% | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 4.12% | +0.05% | +113.51% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 4.03% | — | +12.09% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.99% | -0.15% | -2.86% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.96% | +0.14% | +6.75% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.85% | -0.09% | +2.62% | |
| 9 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 3.51% | -0.06% | EXIT | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.99% | +0.04% | +2.19% | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.60% | +0.01% | +10.77% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.57% | +0.01% | +0.39% | |
| 13 | AIG | American International Group | 株式-金融 | 2.45% | — | — | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.27% | +0.75% | +9.30% | |
| 15 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 2.27% | -0.03% | +12.05% | |
| 16 | GVI | Ishares Intermediate Governm | ETF-その他 | 2.25% | — | +7.20% | |
| 17 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 2.24% | -0.06% | +15.23% | |
| 18 | SCHR | Schwab Intermediate-term US | ETF-その他 | 2.04% | — | +13.23% | |
| 19 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 2.03% | — | +14.61% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.01% | -0.13% | +0.11% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.95% | +0.01% | +13.79% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.89% | +0.13% | -1.23% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.85% | +0.08% | -2.48% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.82% | +0.04% | +6.31% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.77% | +0.03% | +11.46% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.76% | +0.24% | +13.97% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.75% | -0.11% | +19.15% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.71% | -0.04% | -0.49% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.57% | — | +7.35% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.52% | +0.12% | -4.75% | |
| 31 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.41% | -0.25% | +5.26% | |
| 32 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.04% | -0.36% | +14.26% | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.01% | — | +0.89% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.81% | — | — | |
| 35 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.78% | +0.16% | -0.91% | |
| 36 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.73% | — | -0.77% | |
| 37 | AAPL | Apple INC | 株式-IT | 0.67% | -0.08% | +4.13% | |
| 38 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.55% | — | -0.53% | |
| 39 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.54% | — | — | |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.49% | — | -0.44% | |
| 41 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.45% | +0.02% | +1.35% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.45% | — | +0.04% | |
| 43 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.44% | — | +1.39% | |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.40% | — | -0.46% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.40% | -0.07% | -35.19% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.35% | -0.06% | — | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.29% | -0.02% | -3.82% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | +0.04% | +2.13% | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.21% | -0.14% | -3.50% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.18% | — | +3.28% |