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 | 8.56% | -0.70% | +93.46% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 6.27% | -0.08% | +3.29% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.22% | -0.09% | -1.29% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.98% | +0.29% | +0.40% | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 3.80% | -0.36% | -3.71% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.30% | — | +2.46% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.26% | -0.25% | -9.72% | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 3.14% | +0.01% | +47.44% | |
| 9 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 3.06% | -0.06% | EXIT | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.83% | +0.11% | -4.82% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.78% | +0.14% | +6.08% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.53% | +0.03% | -1.39% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.47% | -0.15% | -2.28% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.29% | +0.04% | -3.67% | |
| 15 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 2.25% | — | -4.11% | |
| 16 | AAPL | Apple INC | 株式-IT | 2.20% | -0.08% | +1.37% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.12% | +0.13% | -1.14% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.10% | +0.12% | +1.17% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.09% | +0.01% | -1.82% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.07% | -0.11% | +92.02% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.02% | — | +101.89% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.00% | -0.13% | -4.90% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.00% | +0.24% | +1.13% | |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.82% | +0.01% | -5.44% | |
| 25 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 1.78% | -0.06% | -35.89% | |
| 26 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.73% | +0.05% | +3.26% | |
| 27 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.67% | -0.03% | -2.38% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.65% | +0.75% | +2.49% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.53% | -0.04% | -2.41% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.45% | — | +2.55% | |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.31% | +0.16% | +0.46% | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.14% | — | -1.75% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.99% | +0.08% | +20.57% | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.59% | +0.04% | +23.01% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.56% | -0.14% | +0.03% | |
| 36 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.47% | — | -4.56% | |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.47% | — | -1.95% | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.47% | — | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.43% | — | -0.17% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.41% | -0.06% | +0.24% | |
| 41 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.40% | +0.02% | +26.34% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.39% | -0.07% | +99.98% | |
| 43 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.37% | — | -7.13% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.30% | -0.02% | +0.72% | |
| 45 | PHASEUR | Phasebio Pharmaceuticals INC | 株式-その他 | 0.27% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | — | +1.00% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.24% | — | — | |
| 48 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.21% | — | +4.02% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | +0.04% | -0.93% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.20% | — | +8.72% |