CIK: 0001120927
申告総資産額
$132.9億
上位200銘柄を表示中（全248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 | IDV | Ishares International Select | ETF-その他 | 10.20% | — | +1.72% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 8.79% | +0.04% | +1.42% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 5.88% | — | +17.53% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 5.16% | — | -9.75% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.80% | — | -8.75% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.69% | — | -0.38% | |
| 7 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 2.95% | — | +26.50% | |
| 8 | SCHH | Schwab US Reit ETF | ETF-その他 | 2.25% | — | +26.42% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.20% | — | -0.65% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.18% | +0.03% | +9.86% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.18% | -0.09% | -2.81% | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.93% | — | +0.34% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.71% | — | -20.96% | |
| 14 | RHT1EUR | Red Hat INC | 株式-その他 | 1.66% | — | -0.35% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.47% | -0.41% | -4.32% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.46% | — | -4.54% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.46% | — | +0.14% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 1.46% | +0.24% | -4.35% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.39% | +0.12% | +7.75% | |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.16% | — | — | |
| 21 | LNC | Lincoln National CORP | 株式-金融 | 0.99% | — | +0.01% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.97% | — | +226.58% | |
| 23 | BAX | Baxter International INC | 株式-ヘルスケア | 0.95% | — | +0.09% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.93% | +0.06% | +6.32% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.92% | +0.02% | +5.39% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.86% | -0.09% | +97.28% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.85% | -0.09% | -9.16% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | +0.03% | -13.25% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.81% | -0.03% | -4.44% | |
| 30 | ON | On Semiconductor | 株式-IT | 0.80% | — | +0.59% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.80% | -0.05% | +137.62% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.78% | +0.06% | -6.14% | |
| 33 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.78% | +0.14% | +2.26% | |
| 34 | AAPL | Apple INC | 株式-IT | 0.76% | -0.09% | +54.76% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.71% | — | -3.07% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.60% | -0.16% | +63.26% | |
| 37 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.56% | — | +0.07% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.53% | — | -1.73% | |
| 39 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.47% | — | -4.77% | |
| 40 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.47% | — | +26.68% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.44% | +0.10% | +87.68% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.43% | — | — | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.42% | -0.04% | — | |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.40% | — | +0.46% | |
| 45 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.39% | — | -16.89% | |
| 46 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.38% | — | +0.34% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.38% | — | +81.58% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.36% | +0.01% | +165.38% | |
| 49 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.36% | — | +0.69% | |
| 50 | CBSH | Commerce Bancshares INC | 株式-金融 | 0.35% | +0.04% | -18.78% |