CIK: 0000899051
申告総資産額
$93.5億
上位200銘柄を表示中（全742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 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 8.16% | -1.01% | +68.75% | |
| 2 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 4.91% | +0.16% | -20.19% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.19% | -1.65% | +225.98% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.47% | -1.05% | +220.20% | |
| 5 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 3.28% | — | +10.62% | |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.93% | +0.97% | — | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.37% | +0.42% | — | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.29% | -1.38% | — | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.18% | -0.12% | +256.48% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.09% | -8.08% | +1.73% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.77% | +5.60% | -20.15% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 1.29% | -0.17% | +270.35% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.28% | -0.51% | +252.48% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.22% | — | +193.31% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.17% | -0.12% | +210.31% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.05% | -2.21% | +195.41% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.87% | -2.44% | — | |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.83% | — | — | |
| 19 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.76% | — | — | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.75% | — | -1.97% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | -0.04% | +196.14% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.69% | — | +134.21% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | +0.12% | +223.98% | |
| 24 | SUB | Ishares Short-term National | ETF-その他 | 0.62% | -1.07% | — | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | +0.03% | +134.06% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | +129.17% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.58% | — | -44.49% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.56% | -0.03% | +216.57% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | +0.03% | +134.36% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.50% | — | +313.16% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.48% | -0.01% | +162.39% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.48% | +0.09% | NEW | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | +278.64% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.43% | -0.18% | +201.96% | |
| 35 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.41% | — | +226.52% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.41% | -0.09% | +245.20% | |
| 37 | NFLX | Netflix INC | 株式-通信サービス | 0.40% | +0.03% | +219.04% | |
| 38 | ACN | Accenture plc | 株式-IT | 0.40% | — | +277.07% | |
| 39 | ADBE | Adobe INC | 株式-IT | 0.40% | — | +196.11% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.40% | — | +254.35% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | +0.24% | +402.35% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.38% | — | +190.87% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.36% | — | +239.77% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.34% | — | +336.73% | |
| 45 | CRM | Salesforce INC | 株式-IT | 0.33% | — | +227.97% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.33% | +0.09% | +145.77% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.33% | +0.08% | +304.20% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.33% | +0.06% | +355.20% | |
| 49 | PYPL | Paypal Holdings INC | 株式-金融 | 0.33% | — | +235.43% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.32% | — | +538.64% |