CIK: 0001403438
申告総資産額
$3765.6億
上位200銘柄を表示中(全4386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 | 2.71% | +0.05% | +5.19% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.31% | -0.41% | +1.05% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 2.22% | — | -0.65% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.95% | -0.17% | +2.92% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.84% | -0.16% | +0.80% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.77% | -0.18% | -3.33% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.55% | +0.11% | +0.63% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.38% | -0.11% | +1.00% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.13% | -0.30% | +4.76% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.11% | -0.15% | +2.91% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.10% | -0.25% | +0.76% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.03% | — | +0.78% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.03% | — | -3.73% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.96% | — | +1.56% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.93% | — | -1.62% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 0.90% | -0.10% | +5.44% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 0.90% | — | +6.66% | |
| 18 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.77% | — | +3.54% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.74% | — | +10.43% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | -0.11% | +2021.63% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.74% | — | +2.92% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.72% | — | -1.04% | |
| 23 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.70% | — | -4.44% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.69% | — | +6.82% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.66% | — | +6.29% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.65% | — | +57.14% | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.63% | -0.13% | +22.72% | |
| 28 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.61% | — | +3.64% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.61% | — | +6.55% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.59% | — | -11.21% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.58% | — | +33.73% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.55% | — | +3.56% | |
| 33 | FTCS | First Trust Capital Strength | ETF-その他 | 0.53% | — | +1.41% | |
| 34 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.52% | +0.11% | +1.22% | |
| 35 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.52% | -0.08% | +3.47% | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.52% | — | +26.63% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.51% | — | +0.53% | |
| 38 | XLE | Ss Energy Select Sector | ETF-その他 | 0.50% | +0.09% | +14.91% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.48% | — | +9.88% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.47% | — | +26.84% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.46% | — | +4.64% | |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.46% | +0.06% | +3.43% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.45% | — | -7.39% | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.44% | — | +3.94% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.43% | — | +4.15% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.42% | — | +0.18% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.42% | — | +3.83% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | — | +5.27% | |
| 49 | XLF | Ss Financial Select Sector | ETF-その他 | 0.41% | -0.06% | -22.64% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.39% | -0.06% | +3.01% |