CIK: 0000899051
申告総資産額
$93.5億
上位200銘柄を表示中（全596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 | 12.62% | -1.01% | -0.30% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 9.35% | — | — | |
| 3 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.35% | -2.44% | +144.17% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 3.84% | +0.16% | -37.91% | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.64% | +0.97% | -25.61% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.58% | -1.38% | -14.17% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.71% | -1.65% | -18.15% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.54% | +0.42% | +541.42% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.28% | — | — | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.15% | +5.60% | +4.79% | |
| 11 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 2.03% | — | -54.33% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.02% | -1.05% | -15.29% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.78% | -8.08% | -67.66% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.43% | -0.12% | +1950.49% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.00% | — | +11.29% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | — | +7.98% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.81% | -0.51% | -6.27% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.71% | — | -0.27% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 0.69% | -0.17% | -12.37% | |
| 20 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.68% | — | — | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | +0.24% | -24.67% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.61% | — | +41.97% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | +0.12% | -1.14% | |
| 24 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.59% | — | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | -0.89% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | -0.12% | +14.88% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.56% | -2.21% | +3.34% | |
| 28 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.51% | — | — | |
| 29 | PLD | Prologis INC | 株式-不動産 | 0.49% | — | +82.87% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | -0.04% | +48.03% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | -0.03% | -8.07% | |
| 32 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.43% | — | — | |
| 33 | IYT | Ishares US Transportation Et | ETF-その他 | 0.41% | — | — | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | +0.03% | +14.99% | |
| 35 | PICK | Ishares Msci Global Metals & | ETF-その他 | 0.40% | — | — | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | +0.03% | -51.11% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.37% | — | -43.55% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.37% | +0.13% | -40.01% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.37% | -0.09% | -0.36% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.37% | — | -47.40% | |
| 41 | EQR | Equity Residential | 株式-不動産 | 0.36% | — | +191.77% | |
| 42 | INVH | Invitation Homes INC | 株式-不動産 | 0.35% | — | +136.75% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.35% | -0.01% | -48.56% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.35% | +0.04% | -42.77% | |
| 45 | PSA | Public Storage | 株式-不動産 | 0.31% | — | +30.61% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.30% | +0.06% | -0.22% | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.26% | — | -21.67% | |
| 48 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.26% | — | +50.70% | |
| 49 | SPG | Simon Property Group INC | 株式-不動産 | 0.26% | — | +107.55% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.25% | — | +12.05% |