CIK: 0001120927
申告総資産額
$132.9億
上位200銘柄を表示中(全646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 | 8.41% | -0.09% | +220.18% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.46% | +0.04% | +2.60% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 4.23% | -0.41% | +3.99% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 4.02% | +0.24% | +5.16% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.98% | -0.05% | +1.87% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.90% | -0.09% | +7.04% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.89% | +0.20% | +222.05% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.84% | -0.89% | +2.68% | |
| 9 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 2.78% | +0.11% | -0.01% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.43% | +0.03% | +0.91% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.14% | -0.09% | +1.11% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.12% | +0.12% | +0.95% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.11% | +0.19% | +4.51% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.86% | +0.14% | +2.98% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.84% | — | +307.98% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.82% | +0.06% | +4.70% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.72% | +0.01% | +3.67% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.70% | -0.09% | -0.73% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.52% | -0.03% | +3.51% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.42% | -0.06% | -3.43% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.41% | -0.04% | -3.58% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.29% | +0.10% | +225.26% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.24% | — | +4.23% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.10% | +0.02% | +113.62% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.08% | +0.06% | +7.07% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.01% | -0.16% | -1.23% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.98% | +0.02% | +1.08% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.98% | — | +1.51% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.97% | — | +5.38% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.94% | — | -0.82% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.86% | +0.05% | -2.39% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.80% | +0.05% | +1.58% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.78% | — | -0.83% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.72% | — | -0.37% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.69% | — | -3.35% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.65% | — | +11.01% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.63% | — | +4.61% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.59% | — | -5.17% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.53% | +0.02% | +105.23% | |
| 40 | AMID | Argent Mid Cap ETF | ETF-その他 | 0.53% | — | +7.74% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.52% | +0.12% | +3881.17% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.50% | +0.03% | -3.25% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | -5.25% | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.47% | — | -1.19% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | -0.03% | -0.26% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.45% | -0.05% | +6.29% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.41% | — | +5.33% | |
| 48 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.41% | +0.06% | +16.85% | |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.39% | — | +2.08% | |
| 50 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.37% | — | -4.23% |