CIK: 0001144492
申告総資産額
$29.3億
上位200銘柄を表示中（全301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 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 26.37% | — | +17.27% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 26.23% | +10.17% | +361.97% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 13.52% | — | +75.00% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.03% | — | +114.48% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 6.12% | — | — | |
| 6 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 4.01% | +1.00% | — | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 3.33% | — | — | |
| 8 | AAPL | Apple INC | 株式-IT | 0.74% | +0.07% | +316.53% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 0.63% | -0.10% | +5.26% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | +0.02% | +8.41% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.28% | +0.06% | +3.42% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.24% | — | +1.93% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 0.16% | +0.01% | +5.39% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.16% | — | +4.34% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 0.16% | +0.12% | +5.49% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.15% | — | +3.35% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 0.15% | — | +3.90% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.13% | +0.03% | -4.70% | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.12% | — | +3.44% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.12% | +0.06% | +6.16% | |
| 21 | NEE | Nextera Energy INC | 株式-公益事業 | 0.11% | — | +1.95% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 0.11% | — | +9.37% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.11% | -0.08% | +3.21% | |
| 24 | DHR | Danaher CORP | 株式-ヘルスケア | 0.11% | — | +5.40% | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 0.11% | — | +0.56% | |
| 26 | ADBE | Adobe INC | 株式-IT | 0.10% | — | +1.36% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.10% | — | +3.24% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.10% | -0.04% | -3.97% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.09% | — | +17.58% | |
| 30 | SPGI | S&p Global INC | 株式-金融 | 0.09% | -0.03% | +6.28% | |
| 31 | CRM | Salesforce INC | 株式-IT | 0.09% | — | +11.57% | |
| 32 | INTC | Intel CORP | 株式-IT | 0.09% | — | -5.95% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.09% | — | +1.53% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.09% | — | +3.99% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.08% | -0.01% | +3.43% | |
| 36 | ACN | Accenture plc | 株式-IT | 0.08% | — | -0.55% | |
| 37 | PYPL | Paypal Holdings INC | 株式-金融 | 0.08% | — | +9.15% | |
| 38 | AB | Alliancebernstein Holding LP | 株式-その他 | 0.08% | — | -91.00% | |
| 39 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.08% | — | +4.87% | |
| 40 | LIN | Linde plc | 株式-素材 | 0.08% | — | +5.86% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.07% | — | +1.44% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.07% | -0.01% | +881.46% | |
| 43 | TXN | Texas Instruments INC | 株式-IT | 0.07% | — | +5.85% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.07% | — | -5.90% | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.07% | — | +4.55% | |
| 46 | MDT | Medtronic plc | 株式-ヘルスケア | 0.07% | +0.05% | NEW | |
| 47 | NFLX | Netflix INC | 株式-通信サービス | 0.07% | — | +0.54% | |
| 48 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.07% | — | -4.38% | |
| 49 | AVGO | Broadcom INC | 株式-IT | 0.07% | +0.04% | +9.22% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.06% | — | -5.70% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +15.4% | +361.97% | 増加 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.6% | +114.48% | 増加 |
| 3 | TSLA | Tesla INC | 0% | +881.46% | 増加 |
| 4 | CTVA | Corteva INC | 0% | +121.88% | 増加 |
| 5 | A | Agilent Technologies INC | — | +71.33% | 増加 |
| 6 | TAL | Tal Education Group- Adr | — | +158.06% | 増加 |
| 7 | CCK | Crown Holdings INC | — | +58.95% | 増加 |
| 8 | SHW | Sherwin-williams Co/the | 0% | +22.34% | 増加 |
| 9 | DHI | Dr Horton INC | 0% | +22.58% | 増加 |
| 10 | NOW | Servicenow INC | 0% | +29.41% | 増加 |
| 11 | MDT | Medtronic plc | 0% | +26.09% | 増加 |
| 12 | TGT | Target CORP | 0% | +10.73% | 増加 |
| 13 | CHTR | Charter Communications Inc-a | 0% | +16.46% | 増加 |
| 14 | UPS | United Parcel Service-cl B | 0% | -4.91% | 減少 |
| 15 | CRM | Salesforce INC | 0% | +11.57% | 増加 |
| 16 | AVGO | Broadcom INC | 0% | +9.22% | 増加 |
| 17 | WMT | Walmart INC | 0% | +17.58% | 増加 |
| 18 | ZTS | Zoetis INC | 0% | +4.87% | 増加 |
| 19 | PYPL | Paypal Holdings INC | 0% | +9.15% | 増加 |
| 20 | NVDA | Nvidia CORP | -0.1% | +5.49% | 増加 |
| 21 | DHR | Danaher CORP | -0.1% | +5.40% | 増加 |
| 22 | TMO | Thermo Fisher Scientific INC | -0.1% | +3.44% | 増加 |
| 23 | MA | Mastercard INC - A | -0.1% | +9.37% | 増加 |
| 24 | ABT | Abbott Laboratories | -0.1% | +3.21% | 増加 |
| 25 | UNP | Union Pacific CORP | -0.1% | +0.56% | 増加 |
| 26 | XOM | Exxon Mobil CORP | -0.1% | -37.04% | 減少 |
| 27 | NEE | Nextera Energy INC | -0.1% | +1.95% | 増加 |
| 28 | PFE | Pfizer INC | -0.1% | +3.24% | 増加 |
| 29 | T | At&t INC | -0.1% | -32.41% | 減少 |
| 30 | C | Citigroup INC | -0.1% | -16.87% | 減少 |
| 31 | PG | Procter & Gamble Co/the | -0.1% | +4.34% | 増加 |
| 32 | HD | Home Depot INC | -0.1% | +3.90% | 増加 |
| 33 | INTC | Intel CORP | -0.1% | -5.95% | 減少 |
| 34 | V | Visa Inc-class A Shares | -0.1% | +5.39% | 増加 |
| 35 | META | Meta Platforms Inc-class A | -0.2% | +1.93% | 増加 |
| 36 | GOOGL | Alphabet Inc-cl A | -0.2% | +3.42% | 増加 |
| 37 | AMZN | Amazon.com INC | -0.3% | +8.41% | 増加 |
| 38 | AAPL | Apple INC | -0.3% | +316.53% | 増加 |
| 39 | MSFT | Microsoft CORP | -0.5% | +5.26% | 増加 |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | -1.3% | +75.00% | 増加 |
| 41 | AB | Alliancebernstein Holding LP | -1.6% | -91.00% | 減少 |
| 42 | PRU | Prudential Financial INC | -2.4% | -98.56% | 減少 |
| 43 | VCIT | Vanguard Int-term Corporate | -16.5% | +17.27% | 増加 |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | 新規購入 |
| 45 | VCLT | Vanguard Long-term CORP Bond | — | NEW | 新規購入 |
| 46 | IGIB | Ishares 5-10y Inv Grade CORP | — | NEW | 新規購入 |
| 47 | VOO | Vanguard S&p 500 ETF | — | EXIT | 全売却 |
| 48 | EEMA | Ishares Msci Emerg Mrkt Asia | — | EXIT | 全売却 |
| 49 | LW | Lamb Weston Holdings INC | — | EXIT | 全売却 |
| 50 | VEEV | Veeva Systems Inc-class A | — | NEW | 新規購入 |