CIK: 0001333986
申告総資産額
$155.4億
上位200銘柄を表示中（全1454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 | 4.21% | -2.31% | -9.59% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.20% | -1.61% | +0.03% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 3.07% | -1.13% | +1.23% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 2.70% | — | -2.07% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.53% | +0.01% | +8.36% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.11% | — | +9.97% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.97% | +0.02% | +0.14% | |
| 8 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 1.94% | -1.00% | -6.59% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.74% | +0.21% | -1.13% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 1.64% | -0.87% | -8.85% | |
| 11 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 1.60% | +0.36% | -3.22% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.36% | — | +8.08% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.31% | +0.28% | +14.76% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.24% | -0.60% | +6.81% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.23% | +0.40% | +16.11% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.98% | +0.16% | +14.55% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.97% | +0.37% | +10.28% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.92% | — | -0.09% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.90% | — | +6.76% | |
| 20 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.78% | — | +6.33% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.77% | — | +2.35% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.77% | — | -1.56% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.74% | — | +4.92% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | — | +10.35% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.72% | — | +7.18% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.70% | +0.37% | +6.02% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.69% | — | +11.40% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.65% | — | +10.93% | |
| 29 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.64% | — | +15.00% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.64% | -0.42% | +6.92% | |
| 31 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 0.62% | — | +2.86% | |
| 32 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.59% | +0.35% | +2.48% | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.58% | -0.49% | +0.32% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.57% | — | -15.53% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | +0.09% | +14.68% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.53% | — | -17.47% | |
| 37 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.53% | — | +5.55% | |
| 38 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.52% | -0.15% | +4.50% | |
| 39 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.51% | — | +10.85% | |
| 40 | JMOM | Jpmorgan US Momentum Factor | ETF-その他 | 0.49% | — | +9.72% | |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.49% | — | -5.79% | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.49% | +0.28% | -5.16% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | +0.13% | +7.11% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.46% | +0.20% | -1.02% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.45% | -0.41% | +3.11% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.45% | — | +8.60% | |
| 47 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.42% | -0.30% | -3.41% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.42% | — | +9.96% | |
| 49 | BND | Vanguard Total Bond Market | ETF-その他 | 0.41% | -0.24% | +15.47% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.41% | — | +6.68% |