CIK: 0001403438
申告総資産額
$3765.6億
上位200銘柄を表示中(全4381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 | 2.73% | +0.05% | +4.95% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.24% | -0.41% | +0.42% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 2.14% | — | +0.26% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.92% | -0.17% | +2.87% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.91% | -0.16% | +0.98% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.77% | -0.18% | +3.28% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.57% | -0.11% | +15.34% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.41% | +0.11% | +0.28% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.08% | -0.15% | +1.56% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.06% | -0.30% | +2.18% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.06% | — | +86.59% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.99% | — | -1.03% | |
| 13 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.97% | — | +4.73% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 0.91% | -0.10% | +3.58% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.85% | — | -3.45% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 0.85% | — | -0.62% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.85% | -0.25% | -22.13% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | -0.11% | +4.40% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.77% | -0.13% | +26.56% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.74% | — | +2.77% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.73% | — | +2.49% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.73% | — | -26.23% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.71% | — | +14.48% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.69% | — | +0.93% | |
| 25 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.69% | +0.11% | +37.72% | |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.67% | — | +21.37% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.66% | — | +49.11% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.64% | — | -2.30% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.64% | — | +0.91% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.63% | — | +0.69% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.59% | — | -0.42% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.57% | +0.06% | +29.17% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.57% | — | -5.08% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.56% | — | +2.28% | |
| 35 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.54% | -0.08% | +10.38% | |
| 36 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.52% | +0.08% | +80.64% | |
| 37 | FTCS | First Trust Capital Strength | ETF-その他 | 0.51% | — | -1.11% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.50% | — | +4.51% | |
| 39 | XLE | Ss Energy Select Sector | ETF-その他 | 0.50% | +0.09% | -1.88% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.49% | — | +10.93% | |
| 41 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.47% | — | +8691.89% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.44% | — | +3.02% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | — | -0.48% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.41% | — | +2.47% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.41% | — | +1.25% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.41% | — | -2.00% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.39% | -0.07% | +225.16% | |
| 48 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.38% | — | -10.77% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.38% | — | -20.66% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.38% | — | +4.25% |