CIK: 0001144492
申告総資産額
$29.3億
上位200銘柄を表示中（全302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 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 32.81% | +10.17% | +40.57% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 23.20% | — | — | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 18.52% | — | +57.14% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 7.19% | — | +34.73% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 5.27% | +1.00% | +45.95% | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 3.36% | — | +14.44% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.87% | — | — | |
| 8 | AAPL | Apple INC | 株式-IT | 0.59% | +0.07% | -19.14% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 0.46% | -0.10% | -21.33% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.37% | +0.02% | -18.00% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.23% | +0.06% | -18.98% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.18% | — | -17.11% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.12% | +0.03% | -13.46% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.12% | — | -20.02% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 0.12% | +0.01% | -24.29% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.12% | +0.12% | -14.79% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.11% | — | -20.16% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.10% | — | -20.73% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.10% | — | -11.90% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.09% | +0.06% | -19.56% | |
| 21 | NEE | Nextera Energy INC | 株式-公益事業 | 0.08% | — | +216.12% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.08% | -0.01% | -18.19% | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 0.08% | — | -20.40% | |
| 24 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.08% | — | -27.38% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.07% | -0.08% | -22.48% | |
| 26 | UNP | Union Pacific CORP | 株式-資本財 | 0.07% | — | -28.87% | |
| 27 | ADBE | Adobe INC | 株式-IT | 0.07% | — | -26.78% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.07% | — | -24.16% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.07% | — | -18.08% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.07% | — | -18.02% | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 0.07% | — | +2.50% | |
| 32 | PYPL | Paypal Holdings INC | 株式-金融 | 0.07% | — | -20.06% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.06% | — | -13.95% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.06% | -0.04% | -31.08% | |
| 35 | CRM | Salesforce INC | 株式-IT | 0.06% | — | -14.04% | |
| 36 | DHR | Danaher CORP | 株式-ヘルスケア | 0.06% | — | -37.45% | |
| 37 | LIN | Linde plc | 株式-素材 | 0.06% | — | -20.26% | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.06% | — | -11.35% | |
| 39 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.06% | — | -15.22% | |
| 40 | ACN | Accenture plc | 株式-IT | 0.06% | — | -32.21% | |
| 41 | LRCXEUR | Lam Research CORP | 株式-IT | 0.05% | — | -27.76% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.05% | — | -21.64% | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.05% | — | -0.93% | |
| 44 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.05% | — | +7.54% | |
| 45 | TXN | Texas Instruments INC | 株式-IT | 0.05% | — | -28.29% | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.05% | +0.04% | -26.10% | |
| 47 | SPGI | S&p Global INC | 株式-金融 | 0.05% | -0.03% | -31.21% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.05% | — | -19.67% | |
| 49 | C | Citigroup INC | 株式-金融 | 0.05% | — | -19.33% | |
| 50 | APTV | Aptiv PLC | 株式-一般消費財 | 0.05% | — | -22.31% |
| # | 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 | +6.6% | +40.57% | 増加 |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | +5% | +57.14% | 増加 |
| 3 | VCLT | Vanguard Long-term CORP Bond | +1.3% | +45.95% | 増加 |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | +1.1% | +34.73% | 増加 |
| 5 | CME | Cme Group INC | 0% | +395.19% | 増加 |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +14.44% | 増加 |
| 7 | XYZ | Block INC | 0% | +82.79% | 増加 |
| 8 | DOCU | Docusign INC | 0% | +156.33% | 増加 |
| 9 | BKNG | Booking Holdings INC | 0% | +19.08% | 増加 |
| 10 | TSLA | Tesla INC | 0% | -18.19% | 減少 |
| 11 | DIS | Walt Disney Co/the | 0% | -11.90% | 減少 |
| 12 | BLKCHF | Blackrock INC | 0% | +189.92% | 増加 |
| 13 | JPM | Jpmorgan Chase & Co | 0% | -13.46% | 減少 |
| 14 | ATVIEUR | Activision Blizzard INC | 0% | -41.94% | 減少 |
| 15 | CTAS | Cintas CORP | 0% | -40.61% | 減少 |
| 16 | ACN | Accenture plc | 0% | -32.21% | 減少 |
| 17 | DHI | Dr Horton INC | 0% | -37.76% | 減少 |
| 18 | CHTR | Charter Communications Inc-a | 0% | -51.38% | 減少 |
| 19 | ADBE | Adobe INC | 0% | -26.78% | 減少 |
| 20 | AMGN | Amgen INC | 0% | -34.98% | 減少 |
| 21 | CCI | Crown Castle INC | 0% | -37.78% | 減少 |
| 22 | PFE | Pfizer INC | 0% | -24.16% | 減少 |
| 23 | AEE | Ameren Corporation | 0% | -48.59% | 減少 |
| 24 | MDT | Medtronic plc | 0% | -40.07% | 減少 |
| 25 | CRM | Salesforce INC | 0% | -14.04% | 減少 |
| 26 | SHW | Sherwin-williams Co/the | 0% | -37.68% | 減少 |
| 27 | MA | Mastercard INC - A | 0% | -20.40% | 減少 |
| 28 | LMT | Lockheed Martin CORP | 0% | -52.21% | 減少 |
| 29 | SPGI | S&p Global INC | 0% | -31.21% | 減少 |
| 30 | NVDA | Nvidia CORP | 0% | -14.79% | 減少 |
| 31 | V | Visa Inc-class A Shares | 0% | -24.29% | 減少 |
| 32 | TMO | Thermo Fisher Scientific INC | 0% | -27.38% | 減少 |
| 33 | UNP | Union Pacific CORP | 0% | -28.87% | 減少 |
| 34 | PEP | Pepsico INC | 0% | -31.08% | 減少 |
| 35 | ABT | Abbott Laboratories | 0% | -22.48% | 減少 |
| 36 | ORCL | Oracle CORP | -0.1% | -61.73% | 減少 |
| 37 | DHR | Danaher CORP | -0.1% | -37.45% | 減少 |
| 38 | INTC | Intel CORP | -0.1% | -41.08% | 減少 |
| 39 | HD | Home Depot INC | -0.1% | -20.73% | 減少 |
| 40 | PG | Procter & Gamble Co/the | -0.1% | -20.16% | 減少 |
| 41 | META | Meta Platforms Inc-class A | -0.1% | -17.11% | 減少 |
| 42 | AMZN | Amazon.com INC | -0.1% | -18.00% | 減少 |
| 43 | AAPL | Apple INC | -0.2% | -19.14% | 減少 |
| 44 | MSFT | Microsoft CORP | -0.2% | -21.33% | 減少 |
| 45 | VCIT | Vanguard Int-term Corporate | -3.2% | — | 変化なし |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |
| 47 | MUB | Ishares National Muni Bond E | — | NEW | 新規購入 |
| 48 | AB | Alliancebernstein Holding LP | — | EXIT | 全売却 |
| 49 | VRSK | Verisk Analytics INC | — | EXIT | 全売却 |
| 50 | VMWEUR | Vmware Inc-class A | — | EXIT | 全売却 |