CIK: 0001287618
申告総資産額
$4.0億
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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.30% | -0.39% | -50.18% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.94% | -0.31% | -50.31% | |
| 3 | ✓ | Invesco S&p 500 Equal Weight E | 株式-その他 | 4.57% | +0.03% | -50.51% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.39% | -0.22% | -50.26% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.47% | -0.73% | -50.52% | |
| 6 | ✓ | Standard BioTools Inc. | 株式-その他 | 3.11% | — | -50.17% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.39% | +0.22% | -50.02% | |
| 8 | SWPPX | Schwab S&p 500 Index-sel | 株式-その他 | 2.31% | -0.01% | -49.98% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.92% | -0.02% | -50.13% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.57% | — | -50.03% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.44% | -0.12% | -50.65% | |
| 12 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.37% | — | -50.11% | |
| 13 | IWC | Ishares Micro-cap ETF | ETF-その他 | 1.36% | — | -50.13% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.21% | -0.13% | -50.07% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.02% | — | -50.04% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.01% | -0.10% | -50.07% | |
| 17 | ✓ | J P Morgan Chase And Co | 株式-その他 | 1.00% | -0.08% | -50.12% | |
| 18 | ✓ | SPDR S&P Dividend ETF | ETF-その他 | 0.99% | — | -49.93% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 0.97% | +0.17% | -50.06% | |
| 20 | ✓ | Iron Mtn INC New Com | 株式-その他 | 0.97% | +0.15% | -49.88% | |
| 21 | ✓ | Communication Services Select | 株式-その他 | 0.93% | -0.05% | -50.08% | |
| 22 | BLK | Blackrock INC | 株式-金融 | 0.92% | -0.08% | — | |
| 23 | ✓ | Select Sector Spdr Tr | 株式-その他 | 0.86% | +0.35% | -49.90% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.85% | -0.08% | -50.54% | |
| 25 | ✓ | Select Sector Spdr Tr Sbi Mate | 株式-その他 | 0.80% | — | -50.00% | |
| 26 | ✓ | BNY Mellon Midcap Index Fund | 株式-その他 | 0.80% | — | -50.15% | |
| 27 | ✓ | Select Sector Spdr Tr | 株式-その他 | 0.80% | -0.07% | -50.95% | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.79% | — | -50.12% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.77% | — | -49.76% | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 0.76% | — | -50.38% | |
| 31 | ✓ | Calamos Convertible & High Inc | 株式-その他 | 0.75% | — | -49.71% | |
| 32 | ✓ | AbbVie Inc. | 株式-その他 | 0.74% | — | -50.36% | |
| 33 | PCEF | Invesco Cef Income Composite | ETF-その他 | 0.73% | — | -49.72% | |
| 34 | SWSSX | Schwab Small-cap Index | 株式-その他 | 0.71% | — | -50.32% | |
| 35 | ✓ | MetLife, Inc. | 株式-その他 | 0.67% | — | -50.12% | |
| 36 | ✓ | Meta Platforms, Inc. | 株式-その他 | 0.66% | -0.08% | -50.20% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | +0.13% | -50.26% | |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.62% | — | -49.73% | |
| 39 | ✓ | Vanguard World Fd | 株式-その他 | 0.61% | — | -50.25% | |
| 40 | URI | United Rentals INC | 株式-資本財 | 0.61% | -0.09% | -50.19% | |
| 41 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.58% | — | -50.26% | |
| 42 | ✓ | Exxon Mobil Corporation | 株式-その他 | 0.58% | +0.19% | -50.42% | |
| 43 | ✓ | Vanguard World Fds Telcomm ETF | ETF-その他 | 0.57% | — | -50.25% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.57% | — | -49.96% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.56% | — | -49.82% | |
| 46 | ORCL | Oracle CORP | 株式-IT | 0.56% | -0.09% | -50.24% | |
| 47 | ✓ | Spdr Ser Tr | 株式-その他 | 0.55% | — | -50.09% | |
| 48 | ORI | Old Republic Intl CORP | 株式-金融 | 0.54% | -0.06% | -50.04% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.52% | -0.09% | -50.63% | |
| 50 | ✓ | Vaneck Vectors Semiconductor E | 株式-その他 | 0.52% | — | -49.91% |