CIK: 0001321993
申告総資産額
$46.2億
上位200銘柄を表示中（全349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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.39% | -1.29% | +1.99% | |
| 2 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 5.74% | — | +3.26% | |
| 3 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 5.39% | — | +4.12% | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 5.35% | — | +4.24% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.35% | -0.35% | +29.88% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.89% | -0.21% | -3.60% | |
| 7 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 3.29% | -0.45% | -1.05% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.16% | -0.31% | +12.32% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.85% | — | -2.21% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.28% | — | -0.56% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.89% | -1.07% | +112.39% | |
| 12 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 1.73% | — | +2.28% | |
| 13 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 1.72% | +1.08% | NEW | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.43% | -0.13% | -4.48% | |
| 15 | XLE | Ss Energy Select Sector | ETF-その他 | 1.35% | — | +113.29% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.19% | +1.15% | +2.53% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.18% | -0.43% | +33.52% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.00% | +0.45% | -12.60% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.97% | -0.54% | +202.55% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.96% | -0.03% | -0.15% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.95% | +0.14% | -26.72% | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.95% | — | -2.52% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.91% | -0.10% | -29.19% | |
| 24 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.88% | -0.02% | -41.72% | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 0.88% | — | +0.62% | |
| 26 | RMIF | Lha Risk Managed Income ETF | ETF-その他 | 0.85% | — | -1.67% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.82% | -0.08% | +0.23% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 0.79% | +0.06% | -0.17% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.79% | — | -11.85% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.78% | +0.09% | +2.03% | |
| 31 | PAYX | Paychex INC | 株式-IT | 0.70% | -0.16% | +1.62% | |
| 32 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.65% | — | +31.31% | |
| 33 | TROW | T Rowe Price Group INC | 株式-金融 | 0.63% | -0.21% | +2.91% | |
| 34 | AMD | Advanced Micro Devices | 株式-IT | 0.62% | +0.63% | -6.30% | |
| 35 | RF | Regions Financial CORP | 株式-金融 | 0.62% | — | +2.25% | |
| 36 | RTX | Rtx CORP | 株式-資本財 | 0.61% | — | -10.92% | |
| 37 | ACN | Accenture plc | 株式-IT | 0.60% | -0.18% | +1.73% | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.56% | — | +11.19% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | — | -0.57% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.55% | — | +16.82% | |
| 41 | EOG | Eog Resources INC | 株式-エネルギー | 0.54% | — | +1.56% | |
| 42 | AMAT | Applied Materials INC | 株式-IT | 0.53% | +0.38% | -22.72% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | — | +0.66% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.52% | — | +0.33% | |
| 45 | HSY | Hershey Co/the | 株式-生活必需品 | 0.50% | — | +183.61% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | +0.27% | |
| 47 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.48% | — | +2.57% | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.48% | — | +7332.22% | |
| 49 | MDT | Medtronic plc | 株式-ヘルスケア | 0.47% | — | +1.87% | |
| 50 | RHI | Robert Half INC | 株式-資本財 | 0.47% | — | +8.46% |