CIK: 0001126395
申告総資産額
$65.3億
上位200銘柄を表示中（全203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 | 6.13% | +0.01% | +25.09% | |
| 2 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.60% | — | +1.05% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.47% | — | -4.89% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.39% | +0.30% | -0.23% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.19% | -0.06% | -0.82% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.95% | +0.04% | +0.67% | |
| 7 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.90% | — | +0.41% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.83% | — | -2.14% | |
| 9 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 1.75% | — | +3.60% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.56% | — | -0.90% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.55% | +0.32% | -1.24% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 1.54% | — | -0.41% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.47% | +0.30% | +0.03% | |
| 14 | CRM | Salesforce INC | 株式-IT | 1.45% | — | -1.00% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.44% | — | -0.35% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.43% | — | -0.63% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 1.42% | +0.10% | -0.56% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.42% | — | -0.10% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.37% | -0.52% | -5.34% | |
| 20 | XLE | Ss Energy Select Sector | ETF-その他 | 1.35% | — | +4.13% | |
| 21 | XLF | Ss Financial Select Sector | ETF-その他 | 1.34% | — | +1.50% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.34% | +0.01% | -1.65% | |
| 23 | ADBE | Adobe INC | 株式-IT | 1.34% | — | +0.10% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.30% | +0.22% | +1.72% | |
| 25 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 1.25% | — | -27.30% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.23% | — | +0.10% | |
| 27 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.19% | — | -0.44% | |
| 28 | BLKCHF | Blackrock INC | 株式-その他 | 1.19% | — | +1.17% | |
| 29 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.18% | — | -0.87% | |
| 30 | INTU | Intuit INC | 株式-IT | 1.15% | — | +2.57% | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.12% | +0.81% | -9.90% | |
| 32 | ADI | Analog Devices INC | 株式-IT | 1.09% | +0.17% | -0.74% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.08% | — | +2.60% | |
| 34 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 1.04% | — | — | |
| 35 | COP | Conocophillips | 株式-エネルギー | 1.04% | — | +1.65% | |
| 36 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.03% | — | — | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.03% | — | -0.34% | |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.02% | — | +10.81% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.02% | — | -0.44% | |
| 40 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 1.02% | — | — | |
| 41 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.01% | — | -2.02% | |
| 42 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.00% | — | — | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.00% | — | +3.26% | |
| 44 | SYY | Sysco CORP | 株式-生活必需品 | 0.99% | — | +0.37% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.98% | -0.51% | +4.01% | |
| 46 | CAT | Caterpillar INC | 株式-資本財 | 0.96% | — | +1.58% | |
| 47 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.95% | — | — | |
| 48 | ETN | Eaton Corporation plc | 株式-資本財 | 0.95% | +0.09% | +1.00% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.94% | — | +0.44% | |
| 50 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.93% | — | +0.66% |