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 | 8.48% | -0.70% | -2.33% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.63% | +0.29% | +2.77% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 6.43% | -0.08% | +2.24% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.47% | -0.09% | +0.00% | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 4.44% | -0.36% | +7.30% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.97% | -0.25% | +8.26% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.81% | — | -3.88% | |
| 8 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 3.45% | -0.06% | +3.96% | |
| 9 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 2.77% | -0.06% | EXIT | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.71% | +0.11% | -2.80% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.70% | +0.14% | -5.32% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.65% | +0.03% | +6.04% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.65% | +0.04% | +2.47% | |
| 14 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 2.58% | — | -4.39% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.43% | -0.15% | -4.10% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.36% | +0.01% | -2.29% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.31% | +0.01% | +0.95% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.23% | -0.13% | -3.32% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.22% | +0.01% | +9.38% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.94% | — | +2.68% | |
| 21 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.94% | -0.03% | -3.01% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.88% | -0.08% | -2.06% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.83% | +0.13% | +0.65% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.81% | +0.24% | +1.47% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.80% | — | -6.25% | |
| 26 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.77% | +0.05% | +3.86% | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.60% | +0.75% | -6.74% | |
| 28 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.59% | +0.16% | -2.75% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.57% | +0.12% | +1.99% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.51% | -0.11% | -2.03% | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.26% | — | +3.40% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.17% | -0.04% | -3.54% | |
| 33 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.60% | — | +0.69% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.54% | — | +2.96% | |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.51% | — | -1.61% | |
| 36 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.50% | — | — | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.45% | — | +7.19% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.44% | -0.14% | +2.06% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.39% | -0.06% | — | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.39% | -0.07% | +16.23% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.39% | -0.02% | -1.34% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.37% | — | -2.54% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | — | -10.29% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.27% | +0.08% | -5.17% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | -0.03% | +95.48% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | +0.04% | +23.72% | |
| 47 | T | At&t INC | 株式-通信サービス | 0.20% | — | +8.71% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.17% | +0.02% | — | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.16% | +0.04% | -2.67% | |
| 50 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.16% | — | — |