CIK: 0001144492
申告総資産額
$29.3億
上位200銘柄を表示中（全262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 | 44.47% | +10.17% | +3.78% | |
| 2 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 9.02% | -13.28% | EXIT | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.51% | — | +206.72% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-その他 | 5.57% | -0.59% | EXIT | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.45% | — | — | |
| 6 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 4.93% | +1.00% | — | |
| 7 | AAPL | Apple INC | 株式-IT | 1.85% | +0.07% | +20.09% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.75% | -0.10% | +20.11% | |
| 9 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.19% | — | — | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.04% | +0.02% | +24.52% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 0.87% | +0.12% | +18.59% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | +0.06% | +15.98% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 0.47% | -0.01% | +30.77% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | +0.03% | +25.34% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | — | +62.11% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.40% | — | +21.62% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 0.36% | — | +46.33% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.36% | — | +21.78% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.35% | +0.01% | +28.83% | |
| 20 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.34% | — | — | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | — | +23.66% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.29% | — | +23.57% | |
| 23 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.26% | — | +47.71% | |
| 24 | XLB | Ss Materials Select Sector | ETF-その他 | 0.25% | — | +44.37% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.24% | — | +39.54% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.24% | — | +0.22% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.23% | — | +28.45% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.21% | — | +21.55% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.20% | — | +13.38% | |
| 30 | ADBE | Adobe INC | 株式-IT | 0.20% | — | +4.57% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.19% | — | +30.52% | |
| 32 | SPGI | S&p Global INC | 株式-金融 | 0.19% | -0.03% | +43.53% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.18% | — | +22.20% | |
| 34 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.17% | — | — | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.16% | -0.04% | +4.18% | |
| 36 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.16% | — | +18.85% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.15% | — | +29.19% | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.15% | — | +18.78% | |
| 39 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.15% | — | +32.53% | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.15% | — | +23.22% | |
| 41 | AMD | Advanced Micro Devices | 株式-IT | 0.14% | — | +17.33% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.14% | -0.08% | +27.28% | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.14% | +0.06% | +12.05% | |
| 44 | LRCXEUR | Lam Research CORP | 株式-IT | 0.14% | — | +25.06% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.13% | — | +46.67% | |
| 46 | ETN | Eaton Corporation plc | 株式-資本財 | 0.13% | — | +17.99% | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.13% | — | +16.97% | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.13% | +0.04% | +15.94% | |
| 49 | BLKCHF | Blackrock INC | 株式-その他 | 0.13% | — | +16.14% | |
| 50 | INTU | Intuit INC | 株式-IT | 0.12% | — | +20.62% |