CIK: 0000899051
申告総資産額
$93.5億
上位200銘柄を表示中（全481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 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 12.63% | +0.97% | +108.58% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 6.06% | +0.16% | +110.54% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.97% | — | +5.02% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.12% | -1.38% | +54.09% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.66% | — | +165.13% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.76% | -3.39% | +44.25% | |
| 7 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 3.74% | — | +16.94% | |
| 8 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 3.70% | — | — | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.74% | — | +7.88% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.70% | -8.08% | -15.33% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.66% | — | +59.59% | |
| 12 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 2.62% | — | — | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.61% | +5.60% | +111.62% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.59% | -1.01% | +130.75% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.49% | -1.05% | +4.17% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.28% | -1.65% | +0.21% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.18% | -0.12% | +19.34% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.61% | -0.12% | +0.01% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | +0.12% | +17.63% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.52% | -0.51% | +16.92% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | -0.04% | -0.42% | |
| 22 | LIN | Linde plc | 株式-素材 | 0.50% | — | +375.22% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | -0.03% | +4.04% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | +0.01% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.46% | — | +0.22% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.43% | — | -0.03% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.42% | — | +20.79% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.40% | -0.18% | -0.38% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | +0.03% | +19.11% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.39% | — | -0.01% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.39% | — | +30.20% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.38% | — | +48.88% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.38% | +0.06% | +0.00% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.37% | — | +14.58% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | +0.13% | +59.15% | |
| 36 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.32% | — | +13.19% | |
| 37 | MA | Mastercard INC - A | 株式-金融 | 0.32% | -0.01% | +6.81% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.31% | +0.04% | +7.54% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.31% | — | +0.03% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.30% | — | +19.71% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.30% | +0.03% | +0.01% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.28% | — | +20.87% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.27% | — | +0.05% | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.26% | — | +9.69% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.26% | — | +18.14% | |
| 46 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.26% | — | +56.26% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.25% | +0.08% | +1.58% | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.23% | — | +42.87% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | +0.24% | -24.33% | |
| 50 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.21% | — | +0.01% |