CIK: 0001082020
申告総資産額
—
上位200銘柄を表示中(全263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 | LOW | Lowe's Cos INC | 株式-一般消費財 | 7.61% | -7.07% | EXIT | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.53% | -8.17% | EXIT | |
| 3 | AAPL | Apple INC | 株式-IT | 6.26% | -6.19% | EXIT | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.51% | -5.74% | EXIT | |
| 5 | UTXZ | United Tech CORP | 株式-その他 | 2.09% | — | +0.14% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.04% | -1.81% | EXIT | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.67% | -1.65% | EXIT | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.42% | -1.53% | EXIT | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.38% | -1.44% | EXIT | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.38% | -1.61% | EXIT | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.31% | -1.09% | EXIT | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.26% | -1.55% | EXIT | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.25% | -1.17% | EXIT | |
| 14 | SUB | Ishares Short-term National | ETF-その他 | 1.24% | -1.46% | EXIT | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.18% | -1.31% | EXIT | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.13% | -1.25% | EXIT | |
| 17 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.10% | -1.38% | EXIT | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.06% | -1.31% | EXIT | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.03% | -0.92% | EXIT | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.02% | -1.35% | EXIT | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.00% | -0.89% | EXIT | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.00% | -1.08% | EXIT | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.99% | -1.01% | EXIT | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.98% | -1.19% | EXIT | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.96% | -0.59% | EXIT | |
| 26 | XLF | Ss Financial Select Sector | ETF-その他 | 0.93% | -0.78% | EXIT | |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.92% | -1.06% | EXIT | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.80% | -0.84% | EXIT | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.72% | -0.73% | EXIT | |
| 30 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.70% | -0.67% | EXIT | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.69% | — | -0.68% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.69% | -0.64% | EXIT | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | -0.78% | EXIT | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.67% | -0.93% | EXIT | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | — | +0.87% | |
| 36 | AXP | American Express Co | 株式-金融 | 0.64% | -0.61% | EXIT | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.63% | -0.67% | EXIT | |
| 38 | T | At&t INC | 株式-通信サービス | 0.63% | -0.59% | EXIT | |
| 39 | SYK | Stryker CORP | 株式-ヘルスケア | 0.62% | -0.52% | EXIT | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | -0.74% | EXIT | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.60% | -0.70% | EXIT | |
| 42 | TXN | Texas Instruments INC | 株式-IT | 0.59% | -0.60% | EXIT | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.58% | -0.68% | EXIT | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | -0.61% | EXIT | |
| 45 | ADP | Automatic Data Processing | 株式-IT | 0.55% | -0.59% | EXIT | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | -0.60% | EXIT | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.53% | — | +1.48% | |
| 48 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.52% | -0.53% | EXIT | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.51% | — | +19.56% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.51% | -0.50% | EXIT |