CIK: 0001144492
申告総資産額
$29.3億
上位200銘柄を表示中（全260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 | 44.13% | +10.17% | +3.36% | |
| 2 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 9.14% | -13.28% | EXIT | |
| 3 | HDV | Ishares Core High Dividend E | ETF-その他 | 7.03% | -0.59% | EXIT | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.75% | — | — | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 4.70% | +1.00% | — | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.51% | — | -38.97% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.04% | -0.10% | +6.54% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.38% | +0.02% | +14.62% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.31% | +0.12% | -15.94% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.23% | +0.07% | -23.55% | |
| 11 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.15% | — | — | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | — | +113.94% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | +0.03% | +11.14% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | — | +33.92% | |
| 15 | AMAT | Applied Materials INC | 株式-IT | 0.58% | — | +669.56% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.54% | — | +14.97% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 0.50% | — | +25.44% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 0.41% | +0.01% | +12.98% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.41% | — | +10.98% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 0.39% | -0.01% | +18.20% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | +0.06% | -50.90% | |
| 22 | AMD | Advanced Micro Devices | 株式-IT | 0.36% | — | +109.23% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | +12.79% | |
| 24 | ADBE | Adobe INC | 株式-IT | 0.34% | — | +108.15% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.34% | — | +350.44% | |
| 26 | MU | Micron Technology INC | 株式-IT | 0.34% | — | +345.05% | |
| 27 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.33% | — | — | |
| 28 | XLB | Ss Materials Select Sector | ETF-その他 | 0.32% | — | +24.20% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.31% | — | +17.17% | |
| 30 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.31% | — | +26.59% | |
| 31 | INTU | Intuit INC | 株式-IT | 0.29% | — | +134.33% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.27% | — | -14.46% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.26% | — | +15.91% | |
| 34 | CRM | Salesforce INC | 株式-IT | 0.25% | — | +55.82% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.24% | — | +14.79% | |
| 36 | CDNS | Cadence Design Sys INC | 株式-IT | 0.23% | — | — | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.23% | — | -2.52% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.21% | — | -8.50% | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.20% | — | +7.97% | |
| 40 | GE | General Electric | 株式-資本財 | 0.20% | -0.04% | +30.91% | |
| 41 | SPGI | S&p Global INC | 株式-金融 | 0.20% | -0.03% | +9.32% | |
| 42 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.19% | — | +8.30% | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.19% | +0.06% | +11.83% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.18% | — | -9.16% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.17% | — | +85.24% | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.17% | — | +26.31% | |
| 47 | ETN | Eaton Corporation plc | 株式-資本財 | 0.17% | — | +0.98% | |
| 48 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.17% | — | +23.14% | |
| 49 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.16% | — | — | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.15% | -0.08% | +8.60% |