CIK: 0001403438
申告総資産額
$3765.6億
上位200銘柄を表示中(全4157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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.79% | +0.05% | +19.08% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.49% | -0.41% | +35.97% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.14% | -0.18% | -6.65% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 2.13% | — | -2.61% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.11% | -0.16% | -1.87% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.05% | -0.17% | -2.71% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.64% | +0.11% | +18.19% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.47% | -0.11% | +3.35% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.20% | -0.25% | -0.28% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.17% | -0.30% | +1.08% | |
| 11 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.17% | — | -1.54% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.17% | -0.15% | -2.48% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.04% | — | +0.42% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.03% | — | +6.85% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.03% | — | -1.72% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 0.99% | -0.10% | +2.19% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.97% | -0.11% | +4.78% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 0.85% | — | +9.63% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.75% | — | +4.61% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.73% | — | -36.98% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.73% | — | +4.33% | |
| 22 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.72% | — | +444.58% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.71% | — | -5.31% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.69% | — | +10.47% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.66% | — | +5.03% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.64% | — | +32.31% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.64% | — | +27.71% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.63% | — | +0.01% | |
| 29 | XLF | Ss Financial Select Sector | ETF-その他 | 0.59% | -0.06% | +15.31% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.58% | -0.13% | +9.99% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.58% | — | +1.84% | |
| 32 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.57% | -0.08% | +4.58% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.56% | — | +0.72% | |
| 34 | FTCS | First Trust Capital Strength | ETF-その他 | 0.53% | — | +8.83% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.50% | -0.14% | +2.31% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.50% | — | -2.68% | |
| 37 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.48% | +0.11% | +13.99% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.48% | +0.06% | +19.53% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | +14.40% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.46% | — | -3.78% | |
| 41 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.45% | — | -6.98% | |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.45% | — | +20.00% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.43% | -0.06% | +5.60% | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.43% | -0.07% | +1.75% | |
| 45 | XLE | Ss Energy Select Sector | ETF-その他 | 0.42% | +0.09% | +51.83% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.42% | — | +0.67% | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.41% | — | +32.77% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.41% | — | +8.71% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.41% | — | +1.62% | |
| 50 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.40% | — | -18.17% |