CIK: 0000853758
申告総資産額
$675.8億
上位200銘柄を表示中(全1624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 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.51% | — | +16.12% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.44% | — | +24.55% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.38% | -0.01% | +12.09% | |
| 4 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 3.13% | — | +6.57% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.73% | +0.26% | +42.42% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.55% | +0.29% | +21.84% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.54% | -0.25% | +5867.12% | |
| 8 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.85% | — | +9.16% | |
| 9 | IVLU | Ishares Msci International V | ETF-その他 | 1.71% | — | +7.33% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.71% | — | +47.38% | |
| 11 | IQLT | Ishares Msci International Q | ETF-その他 | 1.70% | — | +17.80% | |
| 12 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 1.69% | — | +3.95% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.60% | — | +105.89% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.57% | -0.08% | +113.30% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.54% | — | +5.95% | |
| 16 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 1.53% | +0.04% | +8.80% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.41% | -0.35% | +27.11% | |
| 18 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 1.22% | — | +9.55% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.13% | +0.07% | +24.47% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.91% | — | +21.67% | |
| 21 | EOG | Eog Resources INC | 株式-エネルギー | 0.86% | -0.07% | +0.16% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.80% | — | -2.78% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.75% | — | +5.52% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.74% | -0.07% | +1.94% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.74% | — | +5626.47% | |
| 26 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.70% | — | +2344.25% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.70% | — | +8.76% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.67% | — | +15.52% | |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.66% | — | +23254.02% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.63% | — | +22.94% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.61% | — | +1.79% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.58% | — | +37.92% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.57% | — | +5.42% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | +40.71% | |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.56% | — | +146.00% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.56% | +0.02% | +44.92% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.55% | — | +24.51% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.51% | +0.07% | +3.70% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.49% | — | +421.38% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.48% | — | -4.16% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | +138.57% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | +0.12% | +0.67% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.44% | — | +39.82% | |
| 44 | SUB | Ishares Short-term National | ETF-その他 | 0.44% | +0.07% | +47.45% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | +0.07% | +45.71% | |
| 46 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.39% | — | +1.74% | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.37% | — | +10807.43% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.36% | +0.03% | +8.78% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.35% | +0.08% | +953.16% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.35% | — | +1503.08% |