CIK: 0000853758
申告総資産額
$675.8億
上位200銘柄を表示中(全1149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 | 3.29% | — | -4.15% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.69% | -0.01% | +82.39% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.59% | — | +26152.73% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.30% | +0.26% | +261.09% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.22% | +0.12% | +3.11% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.96% | -0.25% | -12.31% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.91% | — | +41.52% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.90% | — | -4.45% | |
| 9 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.68% | — | +45.70% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.63% | -0.07% | +8.99% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.58% | — | +35.18% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.55% | +0.29% | +59.06% | |
| 13 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.53% | — | +32.74% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.16% | -0.35% | +2.37% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.10% | — | +4542.58% | |
| 16 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 1.08% | — | +53.68% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.06% | — | +1.56% | |
| 18 | IQLT | Ishares Msci International Q | ETF-その他 | 1.05% | — | +52.42% | |
| 19 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 1.01% | +0.04% | +61.21% | |
| 20 | IVLU | Ishares Msci International V | ETF-その他 | 0.97% | — | +54.82% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.89% | — | +19.59% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.85% | +0.07% | +65.10% | |
| 23 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 0.83% | — | +37.61% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | — | +15.81% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.78% | — | +39.92% | |
| 26 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.77% | — | +619.98% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.76% | — | +129.36% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.75% | — | +78.07% | |
| 29 | DWX | State Street Spdr S&p Intern | ETF-その他 | 0.69% | — | — | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.66% | — | -8.47% | |
| 31 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.66% | — | — | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.65% | — | — | |
| 33 | VTV | Vanguard Value ETF | ETF-その他 | 0.64% | — | +4.13% | |
| 34 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 0.64% | — | — | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.62% | — | +1004.79% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | — | +0.05% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.58% | — | +4.22% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.55% | — | +4.48% | |
| 39 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.55% | — | — | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | +0.07% | +7.79% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.51% | -0.08% | -2.32% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.51% | — | -14.31% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | +23.73% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | — | -2.88% | |
| 45 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.50% | — | — | |
| 46 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.50% | — | — | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.48% | — | +0.97% | |
| 48 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.48% | — | +1108.82% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.47% | — | +0.55% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.46% | — | +1.59% |