CIK: 0001321993
申告総資産額
$46.2億
上位200銘柄を表示中（全380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 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 5.94% | — | +3.12% | |
| 2 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 5.71% | — | +5.08% | |
| 3 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 5.69% | — | +5.39% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.86% | -0.54% | +4.05% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.25% | -0.35% | +2.22% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.08% | -0.21% | +0.55% | |
| 7 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 3.38% | -0.45% | -1.32% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.16% | -0.31% | -10.12% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.88% | — | -1.81% | |
| 10 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.58% | +1.15% | +4.62% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 2.19% | -1.07% | +2.87% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.05% | — | +0.24% | |
| 13 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 1.78% | +1.08% | NEW | |
| 14 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 1.78% | — | +4.24% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.46% | -0.13% | -1.71% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.26% | +0.45% | +1.27% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.03% | -1.29% | -86.67% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.01% | +0.14% | -0.47% | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.95% | -0.02% | +121.90% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 0.95% | +0.09% | +0.97% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.94% | -0.03% | -0.33% | |
| 22 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.94% | — | -2.12% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.92% | -0.43% | +1.73% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | -0.08% | +3.13% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.86% | — | -0.47% | |
| 26 | HPE | Hewlett Packard Enterprise | 株式-IT | 0.80% | +0.20% | +0.29% | |
| 27 | RMIF | Lha Risk Managed Income ETF | ETF-その他 | 0.79% | — | -2.41% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 0.75% | +0.06% | +1.98% | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.71% | — | -2.13% | |
| 30 | PAYX | Paychex INC | 株式-IT | 0.70% | -0.16% | +0.64% | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 0.69% | — | +0.83% | |
| 32 | ACN | Accenture plc | 株式-IT | 0.66% | -0.18% | +1.19% | |
| 33 | DOCU | Docusign INC | 株式-IT | 0.66% | — | -5.78% | |
| 34 | XLE | Ss Energy Select Sector | ETF-その他 | 0.66% | — | -26.57% | |
| 35 | RF | Regions Financial CORP | 株式-金融 | 0.65% | — | +1.73% | |
| 36 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.65% | — | -1.24% | |
| 37 | TROW | T Rowe Price Group INC | 株式-金融 | 0.62% | -0.21% | +2.57% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | — | -0.05% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.60% | — | -0.90% | |
| 40 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.57% | +0.62% | -34.72% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.56% | -0.02% | -0.89% | |
| 42 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.53% | — | +2.54% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | — | -0.47% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.52% | — | +0.63% | |
| 45 | EOG | Eog Resources INC | 株式-エネルギー | 0.52% | — | +2.30% | |
| 46 | RHI | Robert Half INC | 株式-資本財 | 0.52% | — | -1.87% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | — | -0.09% | |
| 48 | ZM | Zoom Communications INC | 株式-IT | 0.50% | — | -2.43% | |
| 49 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.48% | — | +0.86% | |
| 50 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.47% | — | -9.36% |