CIK: 0001120927
申告総資産額
$132.9億
上位200銘柄を表示中（全469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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 8.31% | -0.09% | +62.05% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.43% | -0.05% | +89.92% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.80% | +0.04% | +18.96% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 3.06% | -0.41% | +54.59% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 3.01% | +0.24% | +32.15% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.97% | — | +29.32% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.78% | -0.09% | +51.10% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.62% | +0.20% | +49.20% | |
| 9 | SCHH | Schwab US Reit ETF | ETF-その他 | 2.49% | — | +30.65% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.20% | -0.09% | +26.72% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.02% | +0.03% | +20.12% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.91% | — | +13.64% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.87% | +0.19% | +34.86% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.86% | — | +29.69% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.70% | +0.12% | +34.79% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.48% | -0.89% | +12.96% | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.48% | — | +6.55% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.29% | -0.16% | +49.59% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.27% | -0.04% | +73.25% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.26% | — | -94.44% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.20% | +0.14% | +49.65% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.16% | — | +72.67% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.12% | +0.06% | +77.34% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.06% | -0.09% | +42.00% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.05% | +0.10% | +61.22% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.05% | +0.02% | +50.56% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.99% | — | +12.77% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.98% | +0.05% | +65.27% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.96% | -0.03% | +64.51% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.94% | +0.02% | +10.96% | |
| 31 | CNC | Centene CORP | 株式-ヘルスケア | 0.88% | — | +20.00% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.87% | +0.01% | +36.29% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.85% | — | +34.03% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.78% | — | +2387.15% | |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.71% | — | -15.34% | |
| 36 | ALB | Albemarle CORP | 株式-素材 | 0.70% | — | +14.31% | |
| 37 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.66% | — | +9.97% | |
| 38 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.66% | — | +1135.99% | |
| 39 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.64% | — | -12.64% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.63% | — | +22.76% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.63% | +0.06% | +37.89% | |
| 42 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.62% | — | +21.29% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | -0.03% | +102.91% | |
| 44 | NUE | Nucor CORP | 株式-素材 | 0.58% | — | +9852.95% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.57% | +0.05% | +27.70% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.55% | -0.06% | +42.61% | |
| 47 | LRCXEUR | Lam Research CORP | 株式-IT | 0.54% | — | — | |
| 48 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.50% | — | -31.90% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.47% | +0.02% | +48.60% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.47% | -0.03% | +2765.39% |