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 | 8.58% | -0.70% | +9.82% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.59% | +0.29% | -3.81% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 6.49% | -0.08% | -5.16% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.39% | -0.09% | +13.55% | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 4.08% | -0.36% | -19.81% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 4.01% | -0.25% | -17.11% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.76% | — | +14.82% | |
| 8 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 3.28% | -0.06% | +28.14% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.06% | -0.15% | +0.37% | |
| 10 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 2.89% | — | +17.69% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.88% | +0.11% | +0.67% | |
| 12 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 2.78% | -0.06% | EXIT | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.72% | +0.14% | +9.37% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.63% | +0.04% | -9.82% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.58% | +0.01% | +26.34% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.43% | -0.13% | +10.27% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.33% | +0.03% | +16.30% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.20% | +0.01% | +25.85% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.13% | +0.01% | -5.13% | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.08% | — | +16.22% | |
| 21 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 2.04% | -0.03% | -11.39% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.86% | +0.75% | +19.74% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.85% | +0.13% | +21.67% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.75% | — | +28.97% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.61% | +0.24% | +12.35% | |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.59% | +0.16% | +17.70% | |
| 27 | AAPL | Apple INC | 株式-IT | 1.59% | -0.08% | -1.28% | |
| 28 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.52% | +0.05% | +5.32% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.51% | -0.11% | -12.00% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.48% | +0.12% | +26.78% | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.30% | — | +15.93% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.26% | -0.04% | -15.72% | |
| 33 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.60% | — | +26.52% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.53% | — | +152.88% | |
| 35 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.52% | — | -6.40% | |
| 36 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.49% | — | +31.97% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.45% | — | +150.59% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.45% | -0.14% | -4.27% | |
| 39 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.40% | — | -12.07% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.37% | -0.02% | — | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.37% | -0.06% | +5.87% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | — | -3.48% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.34% | -0.07% | -0.41% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.32% | +0.08% | -69.39% | |
| 45 | AIG | American International Group | 株式-金融 | 0.28% | — | +7.12% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.24% | — | -10.22% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.19% | +0.04% | +0.02% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.19% | +0.02% | — | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.18% | +0.04% | -76.70% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.16% | — | +85.25% |