CIK: 0001144492
申告総資産額
$29.3億
上位200銘柄を表示中（全292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 | 25.14% | — | +27.68% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 18.17% | — | — | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 15.42% | +10.17% | — | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 7.98% | — | — | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 7.19% | — | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.87% | — | +26.30% | |
| 7 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 4.47% | +1.00% | — | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.16% | — | — | |
| 9 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.99% | — | — | |
| 10 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.86% | -0.59% | EXIT | |
| 11 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.80% | -13.28% | EXIT | |
| 12 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.78% | — | — | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.71% | — | — | |
| 14 | AAPL | Apple INC | 株式-IT | 0.58% | +0.07% | -6.10% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.49% | -0.10% | -5.29% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.30% | +0.06% | -1.66% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.28% | +0.02% | -6.80% | |
| 18 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.27% | — | — | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.18% | +0.12% | -10.15% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 0.15% | -0.01% | -3.90% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.14% | — | -3.59% | |
| 22 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.13% | — | — | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.11% | — | -8.44% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.10% | +0.01% | -2.66% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.10% | +0.03% | -3.81% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.09% | — | -8.80% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.08% | — | -9.29% | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 0.08% | — | -0.02% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.08% | — | -4.33% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.07% | +0.06% | +1.10% | |
| 31 | UNP | Union Pacific CORP | 株式-資本財 | 0.07% | — | -0.77% | |
| 32 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.07% | — | -2.07% | |
| 33 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.07% | — | +41.96% | |
| 34 | PLD | Prologis INC | 株式-不動産 | 0.07% | — | +12.28% | |
| 35 | DHR | Danaher CORP | 株式-ヘルスケア | 0.06% | — | -1.35% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.06% | — | -7.88% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.06% | — | -6.12% | |
| 38 | ACN | Accenture plc | 株式-IT | 0.06% | — | +5.79% | |
| 39 | LIN | Linde plc | 株式-素材 | 0.06% | — | -1.34% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.06% | — | -2.82% | |
| 41 | AXP | American Express Co | 株式-金融 | 0.06% | — | -7.35% | |
| 42 | EOG | Eog Resources INC | 株式-エネルギー | 0.06% | — | +21.18% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.06% | — | +1.50% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.05% | — | +10.00% | |
| 45 | RTX | Rtx CORP | 株式-資本財 | 0.05% | — | -18.06% | |
| 46 | SPGI | S&p Global INC | 株式-金融 | 0.05% | -0.03% | +16.49% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.05% | — | +3.10% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.05% | — | +1.54% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.05% | -0.08% | -24.21% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.05% | — | -15.52% |