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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.41% | -0.09% | -0.11% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.68% | -0.70% | -5.56% | |
| 3 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 5.48% | -0.25% | +3.24% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.00% | +0.29% | +3.25% | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 4.93% | -0.36% | -2.54% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 4.60% | -0.08% | +2.68% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.44% | +0.14% | -0.72% | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 3.32% | +0.01% | +4.81% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.16% | +0.11% | +6.63% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.73% | — | -6.91% | |
| 11 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 2.60% | -0.06% | EXIT | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.58% | +0.24% | +4.05% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.45% | +0.13% | -0.87% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.42% | +0.12% | +1.33% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.33% | +0.04% | +11.73% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.27% | +0.03% | +0.58% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.22% | -0.15% | -3.03% | |
| 18 | AAPL | Apple INC | 株式-IT | 2.15% | -0.08% | -1.23% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.82% | +0.01% | -4.30% | |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.80% | +0.01% | +6.34% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.78% | -0.13% | -6.12% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.78% | — | -4.23% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.66% | +0.75% | -1.05% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.65% | -0.11% | -5.49% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.64% | -0.04% | -2.00% | |
| 26 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 1.61% | — | +4.35% | |
| 27 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.48% | +0.05% | -8.83% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.20% | — | -8.65% | |
| 29 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.20% | -0.03% | -19.60% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.09% | — | -4.39% | |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.94% | +0.16% | +6.65% | |
| 32 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.82% | -0.06% | -14.79% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.80% | +0.08% | +0.53% | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.68% | +0.04% | +2.15% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.65% | -0.14% | +3.19% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.50% | -0.06% | -0.12% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.47% | — | +3.71% | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.44% | — | +0.01% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.42% | — | -1.06% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.41% | -0.02% | — | |
| 41 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.40% | — | -5.15% | |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.40% | — | -3.79% | |
| 43 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.37% | — | +1.41% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.36% | -0.07% | -0.11% | |
| 45 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.35% | — | -18.23% | |
| 46 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.32% | +0.02% | -1.19% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.29% | — | +0.02% | |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.28% | — | -6.71% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.20% | +0.04% | -0.72% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.19% | — | -8.04% |