連れ合いの運用実績 2024年4月

運用益は先月とほぼ同じで、世田谷区桜丘の55㎡新築マンション価格相当です。

連れ合いのポートフォリオの大部分は、S&P 500のVOOとSPY、TOPIX1306の株式ETFです。

下表はアメリカのETF純資産総額の表です。上位3銘柄はS&P500が独占しています。日本で人気のある全世界株式VTは44位に過ぎません。

一日平均流通量のトップは純資産総額トップと同じくSPYです。

ティッカー 銘柄名 純資産総額 一日平均流通量
1 SPY SPDR S&P 500 ETF Trust $500,292,000 72,072,586
2 IVV iShares Core S&P 500 ETF $435,881,000 5,620,714
3 VOO Vanguard S&P 500 ETF $425,580,000 5,530,862
4 VTI Vanguard Total Stock Market ETF $375,147,000 3,140,294
5 QQQ Invesco QQQ Trust Series I $248,742,000 45,875,430
6 VEA Vanguard FTSE Developed Markets ETF $127,388,000 11,605,795
7 VUG Vanguard Growth ETF $116,209,000 1,070,833
8 IEFA iShares Core MSCI EAFE ETF $112,632,000 8,739,926
9 VTV Vanguard Value ETF $112,108,000 2,383,113
10 AGG iShares Core U.S. Aggregate Bond ETF $105,089,000 9,373,676
11 BND Vanguard Total Bond Market ETF $103,998,000 8,056,279
12 IWF iShares Russell 1000 Growth ETF $85,443,400 1,302,071
13 IJH iShares Core S&P Mid-Cap ETF $80,033,000 6,594,703
14 IEMG iShares Core MSCI Emerging Markets ETF $76,446,400 9,891,308
15 VWO Vanguard FTSE Emerging Markets ETF $76,179,300 10,274,977
16 IJR iShares Core S&P Small-Cap ETF $75,746,800 4,076,465
17 VIG Vanguard Dividend Appreciation ETF $75,562,300 861,884
18 VXUS Vanguard Total International Stock ETF $68,330,500 3,230,754
19 VGT Vanguard Information Technology ETF $62,533,000 459,748
20 VO Vanguard Mid-Cap ETF $62,374,200 630,973
21 XLK Technology Select Sector SPDR Fund $61,683,500 6,667,467
22 GLD SPDR Gold Shares $61,619,800 8,664,386
23 IWM iShares Russell 2000 ETF $57,720,200 36,266,734
24 RSP Invesco S&P 500® Equal Weight ETF $54,082,000 6,446,962
25 SCHD Schwab US Dividend Equity ETF $53,939,500 3,432,575
26 IWD iShares Russell 1000 Value ETF $53,782,200 1,912,370
27 BNDX Vanguard Total International Bond ETF $53,539,500 4,285,757
28 VB Vanguard Small Cap ETF $53,030,800 809,706
29 VYM Vanguard High Dividend Yield Index ETF $52,709,300 1,053,478
30 ITOT iShares Core S&P Total U.S. Stock Market ETF $51,964,700 1,379,524
31 EFA iShares MSCI EAFE ETF $51,668,100 14,955,198
32 TLT iShares 20+ Year Treasury Bond ETF $45,484,200 41,286,926
33 VCIT Vanguard Intermediate-Term Corporate Bond ETF $44,971,100 7,570,494
34 IVW iShares S&P 500 Growth ETF $42,441,100 3,662,727
35 QUAL iShares MSCI USA Quality Factor ETF $41,459,000 1,528,721
36 XLE Energy Select Sector SPDR Fund $39,741,300 16,382,792
37 SCHX Schwab U.S. Large-Cap ETF $38,639,300 1,805,759
38 XLV Health Care Select Sector SPDR Fund $37,914,600 8,691,438
39 VEU Vanguard FTSE All-World ex-US Index Fund $37,774,000 2,647,065
40 XLF Financial Select Sector SPDR Fund $37,523,500 46,863,551
41 MUB iShares National Muni Bond ETF $36,679,500 3,305,360
42 SCHF Schwab International Equity ETF $36,412,600 3,820,305
43 IXUS iShares Core MSCI Total International Stock ETF $35,486,400 1,593,719
44 VT Vanguard Total World Stock ETF $34,718,400 1,876,025