CIK: 0000899051
申告総資産額
$93.5億
上位200銘柄を表示中（全663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 | 13.11% | +0.97% | -0.03% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 12.25% | +0.16% | +35.46% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.29% | -8.08% | +218.16% | |
| 4 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 6.57% | — | +5.53% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.48% | +5.60% | -4.83% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.31% | — | +76.99% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.25% | -1.01% | +39.62% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.83% | — | -70.53% | |
| 9 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 3.38% | — | — | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.57% | — | -4.34% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.63% | -1.65% | -5.53% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.54% | -1.05% | -6.13% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.29% | -1.38% | -1.16% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.28% | -0.12% | -1.85% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.03% | — | -60.20% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.96% | -3.39% | -1.17% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.61% | -0.12% | -1.57% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.52% | -0.51% | -0.67% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | — | -2.94% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | +0.12% | -3.25% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.43% | -0.03% | +3.05% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | -0.04% | -9.74% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.33% | — | -1.64% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.33% | +0.03% | +1.06% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | -7.16% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.30% | +0.03% | -5.12% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 0.28% | -0.01% | -4.92% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.27% | — | -3.80% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.25% | — | -2.78% | |
| 30 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.24% | — | -2.16% | |
| 31 | ADBE | Adobe INC | 株式-IT | 0.24% | — | -6.08% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.23% | -2.21% | +2.80% | |
| 33 | SLQT | Selectquote INC | 株式-その他 | 0.22% | — | — | |
| 34 | NFLX | Netflix INC | 株式-通信サービス | 0.21% | +0.03% | -4.03% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.21% | — | -12.39% | |
| 36 | PYPL | Paypal Holdings INC | 株式-金融 | 0.21% | — | -1.98% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.21% | +0.06% | -23.02% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.21% | — | -10.38% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.19% | -0.18% | -5.38% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.19% | — | -36.33% | |
| 41 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.18% | — | -9.28% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.18% | — | -8.41% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.17% | — | +11.77% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.17% | +0.13% | +123.93% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.17% | +0.24% | — | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.17% | +0.08% | -9.50% | |
| 47 | CRM | Salesforce INC | 株式-IT | 0.17% | — | -11.24% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.17% | +0.04% | -27.20% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.17% | — | -7.30% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.16% | — | -6.23% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +5.8% | +218.16% | 増加 |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | +2.9% | +35.46% | 増加 |
| 3 | IEMG | Ishares Core Msci Emerging | +2% | +76.99% | 増加 |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | +0.9% | +39.62% | 増加 |
| 5 | AAPL | Apple INC | +0.3% | -5.53% | 減少 |
| 6 | AMZN | Amazon.com INC | +0.2% | -1.85% | 減少 |
| 7 | CVX | Chevron CORP | +0.1% | +123.93% | 増加 |
| 8 | MSFT | Microsoft CORP | +0.1% | -6.13% | 減少 |
| 9 | META | Meta Platforms Inc-class A | +0.1% | -1.57% | 減少 |
| 10 | PYPL | Paypal Holdings INC | +0.1% | -1.98% | 減少 |
| 11 | TSLA | Tesla INC | +0.1% | +3.99% | 増加 |
| 12 | LIN | Linde plc | +0.1% | +193.43% | 増加 |
| 13 | ITOT | Ishares Core S&p Total U.s. | +0.1% | -4.83% | 減少 |
| 14 | NVDA | Nvidia CORP | +0.1% | +2.80% | 増加 |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.16% | 減少 |
| 16 | IWB | Ishares Russell 1000 ETF | +0.1% | -1.17% | 減少 |
| 17 | WFC | Wells Fargo & Co | +0.1% | +513.19% | 増加 |
| 18 | UPS | United Parcel Service-cl B | +0.1% | +310.87% | 増加 |
| 19 | MMM | 3m Co | +0.1% | +192.03% | 増加 |
| 20 | ARCPEUR | Vereit INC | +0.1% | +1052.28% | 増加 |
| 21 | EXR | Extra Space Storage INC | 0% | +653.07% | 増加 |
| 22 | GOOGL | Alphabet Inc-cl A | 0% | -0.67% | 減少 |
| 23 | V | Visa Inc-class A Shares | 0% | +3.05% | 増加 |
| 24 | HD | Home Depot INC | 0% | -5.12% | 減少 |
| 25 | ABBV | Abbvie INC | 0% | +11.77% | 増加 |
| 26 | ADBE | Adobe INC | 0% | -6.08% | 減少 |
| 27 | GOOG | Alphabet Inc-cl C | 0% | -2.94% | 減少 |
| 28 | UNH | Unitedhealth Group INC | 0% | -1.64% | 減少 |
| 29 | HON | Honeywell International INC | -0.1% | -37.63% | 減少 |
| 30 | AEP | American Electric Power | -0.1% | -58.86% | 減少 |
| 31 | JNK | Ss Spdr Bb High Yield Bond | -0.1% | +5.53% | 増加 |
| 32 | KO | Coca-cola Co/the | -0.1% | -27.20% | 減少 |
| 33 | MRK | Merck & Co. INC. | -0.1% | -23.02% | 減少 |
| 34 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -4.34% | 減少 |
| 35 | BAC | Bank Of America CORP | -0.1% | -36.33% | 減少 |
| 36 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.3% | — | 変化なし |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -1% | -0.03% | 減少 |
| 38 | SCZ | Ishares Msci Eafe Small-cap | -1.4% | -60.20% | 減少 |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -9.8% | -70.53% | 減少 |
| 40 | MUB | Ishares National Muni Bond E | — | EXIT | 全売却 |
| 41 | SLQT | Selectquote INC | — | NEW | 新規購入 |
| 42 | XOM | Exxon Mobil CORP | — | NEW | 新規購入 |
| 43 | AON | Aon plc | — | EXIT | 全売却 |
| 44 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 45 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 46 | ✓ | — | EXIT | 全売却 | |
| 47 | AON | Aon plc | — | NEW | 新規購入 |
| 48 | UDR | Udr INC | — | NEW | 新規購入 |
| 49 | RTN1USD | Raytheon Company | — | EXIT | 全売却 |
| 50 | 6D8 | Dupont De Nemours INC | — | NEW | 新規購入 |