CIK: 0001126395
申告総資産額
$65.3億
上位200銘柄を表示中（全205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 | 4.87% | +0.01% | -16.80% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.72% | — | +54.91% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.64% | — | +29.31% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.22% | +0.30% | -15.79% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.09% | +0.04% | -11.60% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.92% | -0.06% | -6.82% | |
| 7 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 1.86% | — | +97.66% | |
| 8 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 1.81% | — | +106.10% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.79% | — | +11.06% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.59% | +0.30% | -1.65% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.57% | — | +11.05% | |
| 12 | BAC | Bank Of America CORP | 株式-金融 | 1.56% | +0.10% | -14.40% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.50% | — | -0.12% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.48% | — | -3.72% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.47% | +0.32% | -4.54% | |
| 16 | XLF | Ss Financial Select Sector | ETF-その他 | 1.40% | — | +0.17% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.37% | — | +0.16% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.36% | +0.22% | -11.81% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.33% | -0.52% | -28.61% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.32% | — | +8.58% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.31% | — | -9.65% | |
| 22 | BLKCHF | Blackrock INC | 株式-その他 | 1.30% | — | -5.02% | |
| 23 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.28% | +0.81% | +25.69% | |
| 24 | CRM | Salesforce INC | 株式-IT | 1.28% | — | -4.96% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.28% | — | -0.77% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 1.26% | +0.01% | -6.94% | |
| 27 | ADBE | Adobe INC | 株式-IT | 1.21% | — | -6.95% | |
| 28 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.18% | — | -4.46% | |
| 29 | XLE | Ss Energy Select Sector | ETF-その他 | 1.18% | — | — | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.12% | — | +15.46% | |
| 31 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.10% | — | -3.28% | |
| 32 | ADI | Analog Devices INC | 株式-IT | 1.07% | +0.17% | -2.95% | |
| 33 | MS | Morgan Stanley | 株式-金融 | 1.05% | — | -18.17% | |
| 34 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.05% | — | -35.41% | |
| 35 | CAT | Caterpillar INC | 株式-資本財 | 1.05% | — | -8.52% | |
| 36 | BSCZ | Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF | ETF-投資適格社債 | 1.03% | — | +17.74% | |
| 37 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 1.03% | — | +21.49% | |
| 38 | ETN | Eaton Corporation plc | 株式-資本財 | 1.03% | +0.09% | -4.96% | |
| 39 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.01% | — | +16.40% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.01% | — | +188.37% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.99% | — | — | |
| 42 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 0.98% | — | +22.28% | |
| 43 | INTU | Intuit INC | 株式-IT | 0.97% | — | — | |
| 44 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.97% | — | +21.15% | |
| 45 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.96% | — | +0.86% | |
| 46 | HON | Honeywell International INC | 株式-資本財 | 0.96% | — | -3.33% | |
| 47 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.95% | — | +0.25% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.95% | -0.51% | +1294.67% | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.95% | — | -13.73% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.94% | — | +1063.89% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +1% | +54.91% | 増加 |
| 2 | CWI | State Street Spdr Msci Acwi | +1% | +106.10% | 増加 |
| 3 | EZU | Ishares Msci Eurozone ETF | +1% | +97.66% | 増加 |
| 4 | ABT | Abbott Laboratories | +0.9% | +1294.67% | 増加 |
| 5 | UNH | Unitedhealth Group INC | +0.9% | +1063.89% | 増加 |
| 6 | ABBV | Abbvie INC | +0.7% | +188.37% | 増加 |
| 7 | TIP | Ishares Tips Bond ETF | +0.7% | +29.31% | 増加 |
| 8 | MCD | Mcdonald's CORP | +0.6% | +506.01% | 増加 |
| 9 | CTSH | Cognizant Tech Solutions-a | +0.6% | +1584.88% | 増加 |
| 10 | AMZN | Amazon.com INC | +0.3% | -6.82% | 減少 |
| 11 | IEF | Ishares 7-10 Year Treasury B | +0.3% | +25.69% | 増加 |
| 12 | SCHW | Schwab (charles) CORP | +0.2% | +21.15% | 増加 |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +15.46% | 増加 |
| 14 | ✓ | Claymore Exchange Trd Fd Tr | +0.2% | +21.49% | 増加 |
| 15 | JNJ | Johnson & Johnson | -0.1% | -1.65% | 減少 |
| 16 | JPM | Jpmorgan Chase & Co | -0.1% | -11.60% | 減少 |
| 17 | CAT | Caterpillar INC | -0.1% | -8.52% | 減少 |
| 18 | PG | Procter & Gamble Co/the | -0.2% | -0.77% | 減少 |
| 19 | XLI | Ss Industrial Select Sector | -0.2% | -11.81% | 減少 |
| 20 | DD | DuPont de Nemours, Inc. | -0.2% | -4.46% | 減少 |
| 21 | MS | Morgan Stanley | -0.2% | -18.17% | 減少 |
| 22 | BAC | Bank Of America CORP | -0.2% | -14.40% | 減少 |
| 23 | FDX | Fedex CORP | -0.2% | -15.38% | 減少 |
| 24 | CMCSA | Comcast Corp-class A | -0.2% | -6.87% | 減少 |
| 25 | CVS | Cvs Health CORP | -0.2% | -6.71% | 減少 |
| 26 | UPS | United Parcel Service-cl B | -0.2% | -80.60% | 減少 |
| 27 | CVX | Chevron CORP | -0.2% | -9.65% | 減少 |
| 28 | AAPL | Apple INC | -0.3% | -15.79% | 減少 |
| 29 | ERUS | Ishares Msci Russia ETF | -0.3% | -95.77% | 減少 |
| 30 | FLOT | Ishares Floating Rate Bond E | -0.5% | -35.41% | 減少 |
| 31 | XOM | Exxon Mobil CORP | -0.7% | -28.61% | 減少 |
| 32 | SBUX | Starbucks CORP | -0.7% | -87.95% | 減少 |
| 33 | HO1 | Hologic INC | -0.7% | -94.05% | 減少 |
| 34 | HEDJ | Wisdomtree Europe Hedged Equ | -0.7% | -90.55% | 減少 |
| 35 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | -0.8% | -90.20% | 減少 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | -16.80% | 減少 |
| 37 | CELG | Celgene CORP | -0.9% | -86.86% | 減少 |
| 38 | BMY | Bristol-myers Squibb Co | -0.9% | -88.32% | 減少 |
| 39 | PYPL | Paypal Holdings INC | -1% | -87.79% | 減少 |
| 40 | WFC | Wells Fargo & Co | -1% | -91.64% | 減少 |
| 41 | XLV | Ss Health Care Select Sector | -1.2% | -94.95% | 減少 |
| 42 | XLK | Ss Technology Select Sector | -1.4% | -94.07% | 減少 |
| 43 | IWP | Ishares Russell Mid-cap Grow | -1.7% | -95.35% | 減少 |
| 44 | XLE | Ss Energy Select Sector | — | NEW | 新規購入 |
| 45 | EEM | Ishares Msci Emerging Market | — | NEW | 新規購入 |
| 46 | INTU | Intuit INC | — | NEW | 新規購入 |
| 47 | ✓ | Claymore Exchange Trd Fd Tr | — | NEW | 新規購入 |
| 48 | PNC | Pnc Financial Services Group | — | NEW | 新規購入 |
| 49 | AVGO | Broadcom Inc. | — | NEW | 新規購入 |
| 50 | EUFN | Ishares Msci Europe Financia | — | NEW | 新規購入 |