CIK: 0001126395
申告総資産額
$65.3億
| # | 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 | 5.60% | +0.01% | -27.14% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.55% | — | -3.02% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.29% | +0.30% | -2.56% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.50% | -0.06% | -3.85% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.39% | +0.81% | -1.17% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.30% | — | — | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.16% | +0.04% | +8.84% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.07% | — | +4.93% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.96% | +0.32% | +7.53% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.80% | — | +8.60% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.71% | — | +5.46% | |
| 12 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.70% | — | -3.95% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.60% | +0.32% | -2.19% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.58% | +0.30% | -3.39% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.47% | +0.01% | -2.44% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.45% | — | -1.86% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.42% | — | -1.72% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.39% | — | +7169.39% | |
| 19 | ADBE | Adobe INC | 株式-IT | 1.39% | — | -3.63% | |
| 20 | BLKCHF | Blackrock INC | 株式-その他 | 1.37% | — | -2.02% | |
| 21 | APD | Air Products & Chemicals INC | 株式-素材 | 1.34% | — | -6.55% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.28% | — | -2.55% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.27% | — | +3.29% | |
| 24 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 1.24% | — | -2.22% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.24% | -0.51% | -2.37% | |
| 26 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.23% | — | +1.41% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 1.23% | — | -2.33% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.19% | — | -0.73% | |
| 29 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 1.17% | — | +8.97% | |
| 30 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 1.16% | — | +9.00% | |
| 31 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 1.16% | — | +9.30% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 1.15% | — | -13.64% | |
| 33 | CCI | Crown Castle INC | 株式-不動産 | 1.15% | — | -1.54% | |
| 34 | CRM | Salesforce INC | 株式-IT | 1.08% | — | -3.47% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.08% | — | -2.33% | |
| 36 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.08% | — | +3.55% | |
| 37 | ALL | Allstate CORP | 株式-金融 | 1.05% | — | -17.27% | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 1.05% | — | -3.19% | |
| 39 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.04% | — | +2.66% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 1.03% | — | -5.78% | |
| 41 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.03% | — | +2.35% | |
| 42 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.02% | — | +2.80% | |
| 43 | DHR | Danaher CORP | 株式-ヘルスケア | 1.01% | — | -29.48% | |
| 44 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 1.00% | — | +2.67% | |
| 45 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.98% | — | -2.77% | |
| 46 | PNC | Pnc Financial Services Group | 株式-金融 | 0.98% | — | +65.84% | |
| 47 | T | At&t INC | 株式-通信サービス | 0.97% | — | -4.36% | |
| 48 | RTX | Rtx CORP | 株式-資本財 | 0.94% | — | — | |
| 49 | ETN | Eaton Corporation plc | 株式-資本財 | 0.94% | +0.09% | -2.02% | |
| 50 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.92% | +0.22% | — |