CIK: 0001120927
申告総資産額
$132.9億
上位200銘柄を表示中（全791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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 13.71% | -0.89% | +543.88% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.28% | -0.09% | +5.49% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 5.23% | -0.41% | +57.84% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.18% | +0.05% | +904.88% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.17% | +0.19% | +189.79% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 4.79% | +0.24% | +79.30% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.19% | -0.05% | +1.73% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.89% | +0.04% | +0.33% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.86% | -0.09% | +1.97% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.36% | +0.20% | +5.87% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.63% | +0.12% | +9.85% | |
| 12 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.54% | +0.11% | -0.72% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.54% | -0.09% | +5.93% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.49% | -0.06% | +13.74% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.49% | — | +1.92% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.45% | -0.03% | +4.04% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.40% | +0.03% | +1.19% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.24% | -0.09% | +2.38% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.23% | +0.14% | +1.54% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.20% | +0.06% | +0.80% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.10% | +0.10% | +4.17% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.00% | +0.01% | +3.68% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.98% | -0.04% | -2.64% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.91% | — | +7.28% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.89% | +0.02% | +3.86% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.81% | +0.02% | -0.15% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.78% | -0.16% | +3.93% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.75% | +0.06% | +2.82% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.74% | +0.12% | +37.36% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | +1.36% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.61% | — | +3.10% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.53% | +0.05% | +0.05% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.50% | -0.05% | +11.84% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.49% | — | +4.21% | |
| 35 | AMID | Argent Mid Cap ETF | ETF-その他 | 0.48% | — | +8.12% | |
| 36 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.47% | +0.06% | +4.30% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.45% | — | +0.46% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.43% | +0.02% | +2.55% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.43% | +0.03% | +1.85% | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.42% | — | +9.63% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.41% | -0.04% | +17.94% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.34% | — | +13.93% | |
| 43 | LRCX | Lam Research CORP | 株式-IT | 0.33% | +0.07% | +17.92% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.33% | — | +2.82% | |
| 45 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.33% | — | — | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.32% | — | -0.96% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.31% | -0.03% | -1.62% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.30% | — | -2.13% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.30% | -0.03% | +3.23% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.29% | — | -3.92% |