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 | 7.89% | -0.70% | -3.16% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.05% | -0.09% | +1.37% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 5.96% | -0.08% | -12.41% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.87% | +0.29% | -9.94% | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 4.45% | -0.36% | +3.43% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.92% | -0.25% | +6.27% | |
| 7 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 3.26% | +0.01% | +3.49% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.14% | — | -3.14% | |
| 9 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 3.07% | -0.06% | EXIT | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.83% | +0.11% | -2.37% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.78% | +0.14% | +2.65% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.59% | +0.03% | -2.56% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.48% | +0.04% | -2.65% | |
| 14 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 2.34% | — | -2.08% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.33% | -0.15% | -1.36% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.09% | +0.12% | +1.49% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.09% | +0.24% | +3.15% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.07% | +0.13% | +0.92% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.98% | -0.08% | +0.06% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.92% | -0.13% | +0.25% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.92% | +0.01% | -2.89% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.92% | -0.11% | -2.53% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.88% | — | -1.21% | |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.88% | +0.01% | -4.96% | |
| 25 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.82% | +0.05% | -0.85% | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.82% | +0.75% | +5.54% | |
| 27 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.81% | -0.03% | -1.20% | |
| 28 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 1.81% | -0.06% | +7.96% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.48% | -0.04% | +1.73% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.42% | — | +1.09% | |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.38% | +0.16% | -4.23% | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.20% | — | +2.20% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.17% | +0.08% | +13.63% | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.73% | +0.04% | +20.31% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.54% | -0.14% | +0.11% | |
| 36 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.48% | — | — | |
| 37 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.47% | +0.02% | +12.74% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.46% | — | +0.33% | |
| 39 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.45% | — | -0.28% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.38% | — | +0.25% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.36% | -0.06% | -1.83% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.35% | — | -0.48% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.34% | -0.07% | -0.67% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.25% | -0.02% | +0.22% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.25% | — | -3.22% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | +0.04% | — | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.23% | — | — | |
| 48 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.23% | — | -6.18% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.23% | — | -2.04% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.18% | +0.02% | — |