CIK: 0001333986
申告総資産額
$155.4億
上位200銘柄を表示中（全1039銘柄）
| # | 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 4.07% | -2.31% | -2.37% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 3.37% | — | +0.30% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 3.22% | -1.13% | -6.02% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.18% | +0.01% | +7.34% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.01% | -1.61% | +3.32% | |
| 6 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 2.93% | -1.00% | -4.31% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.59% | +0.02% | +0.95% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.39% | +0.21% | -0.25% | |
| 9 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 2.28% | +0.36% | -1.61% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 2.19% | -0.87% | +20.36% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.65% | — | -9.48% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.61% | — | +11.39% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.47% | +0.40% | +9.25% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.24% | — | +49.60% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.24% | -0.60% | +3.07% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.20% | — | +30.51% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.19% | — | +1.54% | |
| 18 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 1.11% | — | +6.47% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.09% | — | -4.45% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.98% | — | -4.50% | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.87% | +0.28% | -3.96% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.83% | — | +6.27% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.81% | — | -6.55% | |
| 24 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.78% | +0.35% | +6.81% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.78% | -0.49% | +2.40% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.77% | — | -2.74% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.76% | +0.37% | +13.02% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.74% | — | +5.66% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.73% | — | +10.06% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.70% | — | +1.57% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.67% | +0.37% | +9.12% | |
| 32 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.67% | -0.15% | +2.12% | |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.65% | -0.15% | +15.87% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.65% | +0.11% | +0.85% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.62% | +0.63% | -63.77% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.62% | -0.42% | +10.96% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.60% | — | +8.20% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.57% | -0.23% | +1.40% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | +0.16% | +14.47% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.57% | — | +6.03% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.56% | — | +2.70% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.56% | — | +0.56% | |
| 43 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 0.55% | — | -2.14% | |
| 44 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.55% | — | +17.75% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.54% | -0.24% | -2.97% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.52% | -0.41% | +6.00% | |
| 47 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.49% | — | -19.91% | |
| 48 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.48% | -0.30% | +3.24% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | — | +6.47% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.43% | +0.20% | +15.05% |