CIK: 0001300311
申告総資産額
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上位200銘柄を表示中（全736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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 14.63% | — | -1.29% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.59% | — | -2.27% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 7.92% | — | -4.29% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.05% | — | -0.45% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.73% | — | -1.37% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.05% | — | +1.40% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.67% | — | -0.10% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.32% | — | -1.81% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.91% | — | +288.64% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.75% | — | +713.47% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.68% | — | +3.67% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.39% | — | -1.77% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.28% | — | +0.89% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.22% | — | +0.89% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.17% | — | -0.33% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.89% | — | -0.64% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | — | +8.12% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.79% | — | +0.11% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.77% | — | -0.73% | |
| 20 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.76% | — | -0.15% | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 0.62% | — | +8.28% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.60% | — | +1.78% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.59% | — | -1.91% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.58% | — | -5.96% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | — | +5.20% | |
| 26 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.51% | — | -1.03% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.47% | — | +12.17% | |
| 28 | XLE | Ss Energy Select Sector | ETF-その他 | 0.45% | — | -9.73% | |
| 29 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 0.45% | — | +17.28% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.43% | — | -1.00% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | -12.08% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.42% | — | +8.92% | |
| 33 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.40% | — | -0.10% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | — | +7.30% | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.36% | — | +1.58% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.35% | — | +5.88% | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.32% | — | +1.01% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.32% | — | -1.91% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | — | -1.34% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.31% | — | -0.85% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.31% | — | -6.94% | |
| 42 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.30% | — | +0.36% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.30% | — | -0.99% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.30% | — | -0.26% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.30% | — | +0.67% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.29% | — | +1.46% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.29% | — | -0.13% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.29% | — | -0.26% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.28% | — | +0.57% | |
| 50 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.28% | — | +1.47% |