CIK: 0000899051
申告総資産額
$93.5億
上位200銘柄を表示中（全703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 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 9.30% | +0.16% | -4.45% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 8.50% | -1.01% | +43.80% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 6.21% | +5.60% | +4.10% | |
| 4 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 5.17% | — | -38.65% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.98% | — | -6.65% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.93% | — | — | |
| 7 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 4.76% | +0.97% | -65.90% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.03% | — | +11.34% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.42% | — | — | |
| 10 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 3.27% | — | — | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.94% | — | -9.90% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.80% | -8.08% | -39.26% | |
| 13 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 2.20% | — | -32.01% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.71% | -1.65% | -6.20% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.60% | — | — | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.58% | — | — | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.27% | -1.05% | -4.89% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.23% | -3.39% | — | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | -0.12% | -6.18% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | -0.12% | +4.04% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | — | -20.54% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.44% | -0.51% | -21.82% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.41% | -0.17% | -4.80% | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.40% | — | -66.67% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | +3.25% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.36% | — | +3.01% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.34% | +0.03% | +3.31% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | +0.12% | -27.10% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | -0.04% | -25.04% | |
| 30 | MA | Mastercard INC - A | 株式-金融 | 0.31% | -0.01% | +3.76% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | -0.03% | -23.07% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.29% | -0.18% | +4.78% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.29% | +0.03% | +4.08% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.28% | -2.21% | +4.82% | |
| 35 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.27% | — | -10.54% | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.24% | — | -0.04% | |
| 37 | PYPL | Paypal Holdings INC | 株式-金融 | 0.21% | — | -5.13% | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.20% | +0.03% | -5.45% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.19% | — | -0.86% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.18% | — | +3.02% | |
| 41 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.18% | — | +4.83% | |
| 42 | NEE | Nextera Energy INC | 株式-公益事業 | 0.16% | — | +289.82% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.16% | +0.09% | +3.90% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.16% | -1.38% | — | |
| 45 | CRM | Salesforce INC | 株式-IT | 0.16% | — | -5.02% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.15% | +0.08% | -4.63% | |
| 47 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.15% | — | -2.72% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.15% | — | +5.34% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.15% | +0.06% | -14.19% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.15% | — | +1.38% |