CIK: 0001259671
申告総資産額
$13.4億
上位200銘柄を表示中（全310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 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 5.33% | -0.65% | -2.16% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.41% | -0.15% | +0.39% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.77% | — | +7.79% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.92% | +0.18% | +1.98% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.63% | -0.07% | +3.77% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.19% | — | -0.10% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.12% | +0.14% | +2.48% | |
| 8 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.09% | -0.12% | -2.07% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.07% | +0.10% | +33.96% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.05% | — | +4.52% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.97% | — | +20.81% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.91% | -0.38% | -12.93% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.87% | — | -12.02% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.85% | -0.07% | +0.14% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.62% | -0.34% | -1.55% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.59% | -0.21% | +8.46% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.45% | -0.12% | +10.56% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.44% | -0.05% | +6.90% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.32% | -0.09% | +11.63% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.32% | -0.07% | +6.47% | |
| 21 | VFH | Vanguard Financials ETF | ETF-その他 | 1.26% | -0.17% | -0.54% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.26% | -0.09% | +1.55% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.26% | -0.07% | +1.17% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.25% | +0.09% | +10.19% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.15% | — | +7.94% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.13% | — | +18.31% | |
| 27 | XLF | Ss Financial Select Sector | ETF-その他 | 1.13% | -0.27% | +0.09% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.05% | +0.11% | +11.72% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.03% | — | +2.79% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.96% | — | -5.22% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.92% | — | +22.03% | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.90% | — | +13.46% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.90% | — | +0.04% | |
| 34 | XLE | Ss Energy Select Sector | ETF-その他 | 0.86% | +0.15% | -8.40% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.82% | -0.08% | -5.91% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | — | -0.12% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.81% | — | -10.30% | |
| 38 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.80% | — | -7.47% | |
| 39 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.70% | -0.05% | +0.36% | |
| 40 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 0.66% | — | -5.45% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.65% | +0.09% | +0.54% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | -0.06% | +2.33% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.63% | +0.12% | +2.25% | |
| 44 | MBB | Ishares Mbs ETF | ETF-その他 | 0.61% | -0.09% | +6.34% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.59% | — | -0.53% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | +0.07% | -9.03% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.49% | — | -3.55% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.48% | — | +1.07% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.48% | — | -0.93% | |
| 50 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.47% | +0.07% | +30.54% |