CIK: 0001071640
申告総資産額
$160.1億
上位200銘柄を表示中（全214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 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 13.73% | — | +96.76% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 10.96% | — | -1.67% | |
| 3 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 9.75% | +0.02% | -20.10% | |
| 4 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 8.45% | — | -4.09% | |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 7.50% | +0.17% | -1.74% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 7.00% | -0.96% | -10.13% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 5.30% | — | +3.03% | |
| 8 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 5.18% | -0.25% | -2.61% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.34% | — | +8.21% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 3.64% | — | -3.21% | |
| 11 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 2.04% | — | -1.17% | |
| 12 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 1.76% | — | -1.60% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | +0.01% | +9.77% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 0.65% | — | +19.78% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.55% | — | +10.14% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | — | +33.73% | |
| 17 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.48% | — | +175.44% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.48% | — | +0.08% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.44% | — | +57.79% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.42% | — | +11.04% | |
| 21 | T | At&t INC | 株式-通信サービス | 0.42% | — | +1.24% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | — | -2.50% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.38% | — | +4.46% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.34% | — | -3.18% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | +0.30% | NEW | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.29% | — | -1.74% | |
| 27 | ADBE | Adobe INC | 株式-IT | 0.29% | — | +14.15% | |
| 28 | MO | Altria Group INC | 株式-生活必需品 | 0.27% | — | +12.24% | |
| 29 | ACN | Accenture plc | 株式-IT | 0.26% | — | +24.05% | |
| 30 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.25% | — | +45.89% | |
| 31 | CCI | Crown Castle INC | 株式-不動産 | 0.23% | — | +5.84% | |
| 32 | AMT | American Tower CORP | 株式-不動産 | 0.23% | — | -2.89% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.22% | — | +10.50% | |
| 34 | XLF | Ss Financial Select Sector | ETF-その他 | 0.22% | — | +0.69% | |
| 35 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.21% | — | -10.87% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.19% | — | +4.75% | |
| 37 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.19% | — | -30.15% | |
| 38 | BLKCHF | Blackrock INC | 株式-その他 | 0.18% | — | +54.14% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.18% | -0.10% | +145.92% | |
| 40 | D | Dominion Energy INC | 株式-公益事業 | 0.17% | — | +8.46% | |
| 41 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.17% | — | +2.43% | |
| 42 | DUK | Duke Energy CORP | 株式-公益事業 | 0.16% | — | +7.46% | |
| 43 | XEL | Xcel Energy INC | 株式-公益事業 | 0.16% | — | +12.02% | |
| 44 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.15% | — | +27.88% | |
| 45 | CME | Cme Group INC | 株式-金融 | 0.15% | — | +30.60% | |
| 46 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-その他 | 0.15% | — | -22.90% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.15% | — | +23.88% | |
| 48 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.15% | — | +5.73% | |
| 49 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.14% | — | +2.97% | |
| 50 | MMM | 3m Co | 株式-資本財 | 0.14% | — | +30.42% |