CIK: 0001144492
申告総資産額
$29.3億
上位200銘柄を表示中（全267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 | 29.67% | — | — | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 17.53% | +10.17% | — | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 8.49% | — | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.97% | — | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.40% | — | -39.90% | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 4.93% | -13.28% | EXIT | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.82% | — | -7.79% | |
| 8 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 4.69% | +1.00% | — | |
| 9 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.53% | -0.59% | EXIT | |
| 10 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.17% | — | — | |
| 11 | AAPL | Apple INC | 株式-IT | 0.91% | +0.07% | +11.73% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 0.73% | -0.10% | +15.73% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | +0.02% | +8.53% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | +0.06% | +2193.31% | |
| 15 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.35% | — | — | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.23% | — | +0.17% | |
| 17 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.17% | — | — | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 0.17% | -0.01% | +219.45% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.16% | — | -0.54% | |
| 20 | XLE | Ss Energy Select Sector | ETF-その他 | 0.16% | — | +74.83% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.15% | +0.03% | +9.47% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.14% | +0.12% | +9.50% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.14% | -0.04% | +18.51% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.14% | +0.01% | +11.16% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.12% | — | +2555.23% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 0.12% | — | +31.29% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.11% | — | +3.71% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.11% | — | +34.82% | |
| 29 | BAC | Bank Of America CORP | 株式-金融 | 0.11% | — | +11.75% | |
| 30 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.11% | — | +4.03% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.10% | +0.06% | +10.58% | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 0.10% | — | +16.15% | |
| 33 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.10% | — | +11.93% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.10% | — | +20.26% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.10% | — | +35.75% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.10% | +0.06% | +31.77% | |
| 37 | MA | Mastercard INC - A | 株式-金融 | 0.10% | — | +28.61% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.09% | — | -2.79% | |
| 39 | TXN | Texas Instruments INC | 株式-IT | 0.09% | — | +32.39% | |
| 40 | AXP | American Express Co | 株式-金融 | 0.09% | — | +24.20% | |
| 41 | UNP | Union Pacific CORP | 株式-資本財 | 0.09% | — | -0.13% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.09% | — | +31.91% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.08% | — | -6.98% | |
| 44 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.08% | — | +60.47% | |
| 45 | XLB | Ss Materials Select Sector | ETF-その他 | 0.08% | — | +62.93% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.08% | — | +11.70% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.08% | -0.08% | +14.75% | |
| 48 | LIN | Linde plc | 株式-素材 | 0.08% | — | +12.68% | |
| 49 | SPGI | S&p Global INC | 株式-金融 | 0.08% | -0.03% | +7.95% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.07% | — | +55.50% |