CIK: 0001126395
申告総資産額
$65.3億
上位200銘柄を表示中（全202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 | 6.67% | +0.01% | -21.02% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 3.74% | — | +253.01% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.60% | — | +77.43% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.33% | +0.81% | +4.67% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.66% | — | +550.73% | |
| 6 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 2.41% | — | +2.27% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.27% | +0.04% | +1.55% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.00% | +0.30% | -0.77% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.96% | -0.06% | +1.09% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.74% | — | +2.59% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.60% | +0.30% | -1.01% | |
| 12 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.58% | — | -15.21% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.57% | — | -0.38% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.44% | +0.32% | +1.24% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.42% | — | -6.44% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.40% | +0.01% | +0.54% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.36% | +0.32% | +2.02% | |
| 18 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.33% | — | +3.86% | |
| 19 | ADBE | Adobe INC | 株式-IT | 1.32% | — | +0.17% | |
| 20 | APD | Air Products & Chemicals INC | 株式-素材 | 1.30% | — | +3.31% | |
| 21 | ALL | Allstate CORP | 株式-金融 | 1.30% | — | +2.05% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.22% | — | +16.36% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 1.21% | — | +1.31% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.21% | — | +1.08% | |
| 25 | CRM | Salesforce INC | 株式-IT | 1.20% | — | +0.60% | |
| 26 | BLKCHF | Blackrock INC | 株式-その他 | 1.17% | — | +1.15% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.17% | — | -0.06% | |
| 28 | DHR | Danaher CORP | 株式-ヘルスケア | 1.16% | — | +0.73% | |
| 29 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.15% | — | +4.13% | |
| 30 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.15% | — | +3.50% | |
| 31 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.15% | — | +3.63% | |
| 32 | T | At&t INC | 株式-通信サービス | 1.14% | — | +4.16% | |
| 33 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 1.12% | — | +3.70% | |
| 34 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.10% | — | +6.42% | |
| 35 | MSI | Motorola Solutions INC | 株式-IT | 1.08% | +0.35% | +10.15% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.07% | — | +2.03% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.06% | -0.51% | -19.17% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.04% | — | +0.93% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.04% | — | -5.10% | |
| 40 | ADI | Analog Devices INC | 株式-IT | 1.03% | +0.17% | +0.76% | |
| 41 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 1.03% | — | +6.91% | |
| 42 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.01% | — | +1.77% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.99% | — | +2.87% | |
| 44 | XEL | Xcel Energy INC | 株式-公益事業 | 0.98% | — | +2.51% | |
| 45 | SYY | Sysco CORP | 株式-生活必需品 | 0.98% | — | +1.27% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.98% | — | +6.68% | |
| 47 | UTXZ | United Tech CORP | 株式-その他 | 0.94% | — | +3.32% | |
| 48 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.94% | — | — | |
| 49 | BURL | Burlington Stores INC | 株式-一般消費財 | 0.93% | — | +2.75% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.92% | — | +0.49% |