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% | +0.39% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.26% | -0.09% | +4.01% | |
| 3 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 5.21% | -0.36% | +16.58% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 5.06% | -0.08% | +5.88% | |
| 5 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 4.74% | -0.25% | +16.05% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.53% | +0.29% | -2.30% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.34% | — | -5.93% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.33% | +0.14% | -4.22% | |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 3.21% | +0.01% | +12.67% | |
| 10 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 2.78% | -0.06% | EXIT | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.74% | +0.11% | +2.72% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.46% | +0.03% | +1.38% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.38% | -0.15% | -3.52% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.25% | +0.24% | +0.04% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.25% | +0.13% | -2.18% | |
| 16 | AAPL | Apple INC | 株式-IT | 2.22% | -0.08% | -0.04% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.20% | +0.12% | -0.92% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.20% | +0.04% | -2.93% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.04% | +0.01% | -1.50% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.01% | — | -0.38% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.98% | -0.13% | -1.79% | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.92% | +0.01% | +31.75% | |
| 23 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 1.74% | — | -11.88% | |
| 24 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.73% | +0.05% | +7.51% | |
| 25 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.66% | -0.03% | +14.90% | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.66% | +0.75% | -0.59% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.62% | -0.11% | +1.11% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.49% | — | -8.15% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.30% | -0.04% | +0.57% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.21% | — | +3.41% | |
| 31 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 1.07% | -0.06% | -25.69% | |
| 32 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.95% | +0.16% | -26.99% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.82% | +0.08% | -4.62% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.59% | — | +10.75% | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.59% | — | +8.01% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.58% | +0.04% | -3.90% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.57% | -0.14% | +0.10% | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.48% | — | — | |
| 39 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.45% | — | -3.12% | |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.44% | — | -1.74% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.41% | — | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.37% | -0.06% | — | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.35% | -0.07% | -0.77% | |
| 44 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.33% | +0.02% | -4.48% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.31% | -0.02% | -0.33% | |
| 46 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.27% | — | -0.45% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | — | — | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.23% | — | — | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | +0.04% | +2.22% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.20% | +0.02% | +0.08% |