CIK: 0001002912
申告総資産額
$3.0億
上位200銘柄を表示中(全747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 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 7.65% | — | -28.94% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.81% | +0.71% | +11557.09% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.28% | +0.19% | -2.78% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.13% | -0.15% | +345.03% | |
| 5 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 3.95% | — | -35.05% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 3.78% | +0.10% | -21.95% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.50% | +0.59% | — | |
| 8 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.35% | +0.66% | +2564.49% | |
| 9 | ISCF | Ishares International Small | ETF-その他 | 3.26% | +0.11% | +7800.40% | |
| 10 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 2.91% | — | -0.48% | |
| 11 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 2.35% | -0.11% | -27.66% | |
| 12 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 2.10% | -0.05% | -36.98% | |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.08% | — | -0.85% | |
| 14 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 2.05% | -0.25% | -0.66% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.87% | -0.03% | -39.81% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.54% | -0.24% | -1.72% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.51% | -0.08% | +1.36% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.41% | -0.04% | -4.11% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 1.29% | — | -0.49% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.24% | -0.11% | -2.53% | |
| 21 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 1.12% | — | -7.53% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.07% | — | -2.62% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.01% | -0.19% | +3.05% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.86% | +0.58% | +10.47% | |
| 25 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.86% | +0.04% | -0.89% | |
| 26 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.85% | +0.05% | -4.44% | |
| 27 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.78% | — | -4.99% | |
| 28 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.68% | +0.03% | +0.26% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.64% | +0.02% | -7.81% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.61% | — | +0.35% | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.60% | — | +2.07% | |
| 32 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.60% | -0.12% | -3.14% | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.56% | — | +0.30% | |
| 34 | VFH | Vanguard Financials ETF | ETF-その他 | 0.53% | — | — | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.48% | — | -0.47% | |
| 36 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.48% | — | -14.71% | |
| 37 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.47% | — | +20.82% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.46% | — | -4.69% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.45% | +0.24% | -6.98% | |
| 40 | VDE | Vanguard Energy ETF | ETF-その他 | 0.43% | -0.08% | -6.15% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.40% | — | — | |
| 42 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.40% | -0.06% | +2.74% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.39% | +0.02% | +0.11% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.37% | — | +0.14% | |
| 45 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.37% | -0.08% | EXIT | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.36% | — | -37.84% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.35% | — | -24.23% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.34% | +0.02% | -6.33% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.34% | — | -4.39% | |
| 50 | PLD | Prologis INC | 株式-不動産 | 0.33% | — | +0.45% |