CIK: 0001002672
申告総資産額
$26.2億
上位200銘柄を表示中（全201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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 14.16% | -0.65% | +2.83% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 12.63% | +1.19% | +7.94% | |
| 3 | XLF | Ss Financial Select Sector | ETF-その他 | 5.17% | — | +5.12% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.67% | +0.16% | +1.90% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.32% | — | +75.79% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.70% | +0.04% | +9.94% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.40% | -0.09% | -2.07% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.21% | +0.13% | +3.10% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.78% | — | -3.26% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.44% | — | -1.66% | |
| 11 | INTC | Intel CORP | 株式-IT | 1.24% | +0.05% | +15.00% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.20% | +0.03% | +6.36% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.18% | -0.18% | +1.89% | |
| 14 | VLO | Valero Energy CORP | 株式-エネルギー | 1.13% | — | -4.74% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 1.13% | +0.17% | +59.33% | |
| 16 | SO | Southern Co/the | 株式-公益事業 | 1.02% | — | +5.07% | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 0.98% | +0.05% | +11.97% | |
| 18 | DUK | Duke Energy CORP | 株式-公益事業 | 0.98% | — | +6.76% | |
| 19 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.95% | — | +7.52% | |
| 20 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.94% | — | +8.67% | |
| 21 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.94% | — | +8.94% | |
| 22 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.91% | — | — | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 0.90% | — | +7.95% | |
| 24 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.89% | — | +11.58% | |
| 25 | ARCC | Ares Capital CORP | 株式-金融 | 0.89% | — | +14.31% | |
| 26 | T | At&t INC | 株式-通信サービス | 0.88% | -0.14% | +21.90% | |
| 27 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.87% | -0.39% | +8.33% | |
| 28 | NWL | Newell Brands INC | 株式-生活必需品 | 0.86% | — | — | |
| 29 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.84% | — | — | |
| 30 | DOW | Dow INC | 株式-素材 | 0.83% | -0.38% | EXIT | |
| 31 | TRP | Tc Energy CORP | 株式-エネルギー | 0.83% | — | +6.62% | |
| 32 | PRU | Prudential Financial INC | 株式-金融 | 0.83% | +0.02% | +14.01% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.80% | -0.14% | +13.31% | |
| 34 | MMM | 3m Co | 株式-資本財 | 0.80% | — | +15.25% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.80% | — | +14.50% | |
| 36 | IP | International Paper Co | 株式-一般消費財 | 0.80% | +0.27% | +10.20% | |
| 37 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.75% | — | +15.70% | |
| 38 | IDV | Ishares International Select | ETF-その他 | 0.71% | — | — | |
| 39 | HN9 | Hanesbrands INC | 株式-その他 | 0.63% | — | +30.30% | |
| 40 | VTRS | Viatris INC | 株式-ヘルスケア | 0.63% | -0.31% | EXIT | |
| 41 | EXR | Extra Space Storage INC | 株式-不動産 | 0.62% | — | +0.34% | |
| 42 | RITM | Rithm Capital CORP | 株式-不動産 | 0.59% | — | +11.61% | |
| 43 | AGNC | Agnc Investment CORP | 株式-不動産 | 0.56% | — | +22.95% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.51% | +0.05% | +4.67% | |
| 45 | AAPL | Apple INC | 株式-IT | 0.46% | +0.04% | +0.32% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | — | +1.83% | |
| 47 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.38% | — | +14.54% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.34% | — | +19.05% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | +0.03% | +2376.94% | |
| 50 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.33% | — | +4.95% |