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 | 27.25% | — | — | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 17.00% | +10.17% | +4.62% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.55% | — | +8.03% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 7.81% | — | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.24% | — | +14.00% | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 5.36% | -13.28% | EXIT | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.64% | — | — | |
| 8 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 4.42% | +1.00% | — | |
| 9 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.44% | -0.59% | EXIT | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.29% | — | — | |
| 11 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.06% | — | — | |
| 12 | AAPL | Apple INC | 株式-IT | 0.94% | +0.07% | +0.13% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 0.79% | -0.10% | +0.03% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.40% | +0.02% | +6.46% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.34% | +0.06% | +0.77% | |
| 16 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.31% | — | — | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 0.29% | +0.12% | +2.30% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.21% | — | -0.96% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.18% | +0.03% | +10.50% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.16% | — | -4.04% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.16% | +0.01% | +5.88% | |
| 22 | XLE | Ss Energy Select Sector | ETF-その他 | 0.15% | — | -1.12% | |
| 23 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.15% | — | — | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.13% | — | +21.86% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.12% | -0.04% | -13.54% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.12% | — | +16.79% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.12% | — | -0.62% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.12% | -0.01% | +0.30% | |
| 29 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.11% | — | +0.97% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.11% | +0.06% | -3.18% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.11% | — | +0.43% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.11% | — | -3.63% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.10% | — | -4.66% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.10% | — | +17.31% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.10% | — | +8.57% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.10% | +0.06% | +6.36% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.10% | — | -13.10% | |
| 38 | ADBE | Adobe INC | 株式-IT | 0.09% | — | +9.59% | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.09% | — | +27.35% | |
| 40 | AXP | American Express Co | 株式-金融 | 0.09% | — | -5.57% | |
| 41 | LIN | Linde plc | 株式-素材 | 0.08% | — | — | |
| 42 | UNP | Union Pacific CORP | 株式-資本財 | 0.08% | — | +4.26% | |
| 43 | XLB | Ss Materials Select Sector | ETF-その他 | 0.08% | — | — | |
| 44 | SPGI | S&p Global INC | 株式-金融 | 0.08% | -0.03% | +0.34% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.08% | — | -10.07% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.08% | — | -8.38% | |
| 47 | TXN | Texas Instruments INC | 株式-IT | 0.08% | — | -13.79% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.08% | — | -16.81% | |
| 49 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.07% | — | — | |
| 50 | ETN | Eaton Corporation plc | 株式-資本財 | 0.07% | — | +13.90% |