CIK: 0001082020
申告総資産額
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上位200銘柄を表示中（全274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 | AAPL | Apple INC | 株式-IT | 7.61% | -6.19% | EXIT | |
| 2 | LOW | Lowe's Cos INC | 株式-一般消費財 | 7.42% | -7.07% | EXIT | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.07% | -8.17% | EXIT | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.46% | -5.74% | EXIT | |
| 5 | UTXZ | United Tech CORP | 株式-その他 | 2.16% | — | -0.70% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.96% | -1.81% | EXIT | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.93% | -1.65% | EXIT | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.75% | -0.59% | EXIT | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.56% | -1.44% | EXIT | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.45% | -1.31% | EXIT | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.14% | -1.55% | EXIT | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.12% | -1.09% | EXIT | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.09% | — | +0.54% | |
| 14 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.02% | -1.06% | EXIT | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.00% | -1.08% | EXIT | |
| 16 | XLF | Ss Financial Select Sector | ETF-その他 | 0.97% | -0.78% | EXIT | |
| 17 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.95% | -1.38% | EXIT | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.94% | -1.53% | EXIT | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.94% | -0.92% | EXIT | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.94% | -1.01% | EXIT | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.89% | -1.25% | EXIT | |
| 22 | ADP | Automatic Data Processing | 株式-IT | 0.88% | -0.59% | EXIT | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.88% | -1.31% | EXIT | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.82% | -0.67% | EXIT | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.82% | -1.35% | EXIT | |
| 26 | ✓ | 株式-その他 | 0.81% | — | -0.77% | ||
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.79% | -0.89% | EXIT | |
| 28 | T | At&t INC | 株式-通信サービス | 0.78% | -0.59% | EXIT | |
| 29 | MMM | 3m Co | 株式-資本財 | 0.78% | — | -12.39% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.77% | -0.64% | EXIT | |
| 31 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.76% | -0.67% | EXIT | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.76% | -1.19% | EXIT | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | -0.84% | EXIT | |
| 34 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.74% | -1.61% | EXIT | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.73% | -0.68% | EXIT | |
| 36 | SUB | Ishares Short-term National | ETF-その他 | 0.69% | -1.46% | EXIT | |
| 37 | IBM | Intl Business Machines CORP | 株式-IT | 0.67% | -0.50% | EXIT | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | -0.73% | EXIT | |
| 39 | AXP | American Express Co | 株式-金融 | 0.65% | -0.61% | EXIT | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.65% | -0.53% | EXIT | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.64% | — | -6.17% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.63% | -0.70% | EXIT | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.62% | -1.17% | EXIT | |
| 44 | TXN | Texas Instruments INC | 株式-IT | 0.58% | -0.60% | EXIT | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.57% | -0.93% | EXIT | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.57% | -0.60% | EXIT | |
| 47 | INTC | Intel CORP | 株式-IT | 0.54% | — | -11.65% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.53% | -0.78% | EXIT | |
| 49 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.52% | — | -2.40% | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.51% | — | -4.68% |