CIK: 0000850601
申告総資産額
$1.0億
| # | 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 | 5.84% | -0.77% | — | |
| 2 | AAPL | Apple INC | 株式-IT | 5.76% | -0.59% | — | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.64% | -0.58% | — | |
| 4 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 4.08% | +0.14% | — | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.63% | +1.03% | — | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.26% | +0.45% | — | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.19% | -0.82% | — | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.43% | -0.33% | — | |
| 9 | VAW | Vanguard Materials ETF | ETF-その他 | 2.37% | +0.10% | — | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.25% | — | — | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.20% | — | — | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.06% | — | — | |
| 13 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.02% | -0.20% | — | |
| 14 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.85% | +0.49% | — | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.82% | -0.24% | — | |
| 16 | GS | Goldman Sachs Group INC | 株式-金融 | 1.66% | -0.10% | — | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.62% | — | — | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.52% | — | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.52% | -0.15% | — | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.41% | +0.23% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.40% | -0.15% | — | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.36% | +0.80% | — | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 1.33% | — | — | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.32% | +0.24% | — | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.30% | — | — | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.30% | +0.50% | — | |
| 27 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.26% | -0.09% | — | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 1.22% | +0.35% | — | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.15% | — | — | |
| 30 | ORCL | Oracle CORP | 株式-IT | 1.04% | -0.31% | — | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 1.03% | -0.10% | — | |
| 32 | BITB | Bitwise Bitcoin ETF | ETF-暗号資産 | 0.98% | -0.26% | — | |
| 33 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.95% | — | — | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.92% | +0.12% | — | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.91% | — | — | |
| 36 | BTZ | Blackrock Credit Allocation | 株式-その他 | 0.89% | -0.11% | — | |
| 37 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.87% | +0.15% | — | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.87% | +0.14% | — | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | -0.19% | — | |
| 40 | AXP | American Express Co | 株式-金融 | 0.83% | -0.20% | — | |
| 41 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.81% | +0.16% | — | |
| 42 | FDX | Fedex CORP | 株式-資本財 | 0.80% | +0.17% | — | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.76% | — | — | |
| 44 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 0.75% | -0.11% | — | |
| 45 | GE | General Electric | 株式-資本財 | 0.73% | — | — | |
| 46 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.73% | — | — | |
| 47 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.72% | — | — | |
| 48 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.71% | +0.09% | — | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.71% | +0.08% | — | |
| 50 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.70% | +0.63% | — |