CIK: 0001120927
申告総資産額
$132.9億
上位200銘柄を表示中（全432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 | 8.57% | -0.09% | -2.51% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.01% | +0.04% | +34.83% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.44% | -0.05% | -5.36% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 3.27% | +0.24% | +4.09% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 2.91% | -0.41% | -11.07% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.81% | — | -3.54% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.60% | +0.20% | -8.00% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.57% | -0.09% | -18.06% | |
| 9 | SCHH | Schwab US Reit ETF | ETF-その他 | 2.35% | — | -4.50% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.28% | -0.09% | -1.97% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.06% | +0.03% | -3.05% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.90% | +0.19% | -4.12% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.86% | — | -10.57% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.78% | — | -9.58% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.67% | +0.12% | -1.51% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.52% | -0.89% | -3.09% | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.46% | — | -6.01% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.28% | — | +1878.96% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.24% | +0.14% | -1.22% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.23% | -0.04% | -9.88% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.21% | — | -2.45% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.19% | -0.16% | -8.72% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.09% | -0.09% | -3.65% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.04% | +0.02% | +10.82% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.04% | +0.06% | -16.39% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.03% | +0.02% | -9.13% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.02% | +0.10% | -7.37% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.98% | +0.01% | +3.61% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.96% | — | -7.91% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.96% | +0.05% | -6.37% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.93% | -0.03% | -10.14% | |
| 32 | ALB | Albemarle CORP | 株式-素材 | 0.85% | — | -14.53% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | — | -2.82% | |
| 34 | CNC | Centene CORP | 株式-ヘルスケア | 0.79% | — | -13.08% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | — | +1759.21% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.71% | — | +1.59% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.67% | +0.05% | +17.37% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.65% | +0.06% | -2.99% | |
| 39 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.64% | — | -2.15% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.62% | — | -5.93% | |
| 41 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.62% | — | -6.77% | |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.62% | — | -9.55% | |
| 43 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.61% | — | -11.66% | |
| 44 | CEQPUSD | Crestwood Equity Partners LP | 株式-その他 | 0.57% | — | -4.32% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | -0.03% | +1758.72% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.55% | -0.06% | -5.20% | |
| 47 | NUE | Nucor CORP | 株式-素材 | 0.50% | — | -24.66% | |
| 48 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.47% | — | -1.95% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.45% | +0.02% | -10.96% | |
| 50 | KDP | Keurig Dr Pepper INC | 株式-生活必需品 | 0.44% | — | -9.51% |