CIK: 0000898419
申告総資産額
$170.7億
上位200銘柄を表示中（全706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 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 17.99% | -5.49% | -13.96% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.30% | -2.49% | -1.98% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 6.40% | +8.47% | NEW | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 3.67% | -2.14% | +3.18% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.42% | -1.17% | +2.00% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.78% | -0.97% | +5.69% | |
| 7 | SE | Sea Ltd-adr | 株式-通信サービス | 2.74% | -1.04% | -8.98% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.72% | -1.10% | +10.38% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.99% | -0.77% | +8.31% | |
| 10 | PDD | Pdd Holdings INC | 株式-一般消費財 | 1.51% | -0.60% | -3.78% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.49% | -0.56% | +7.38% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.29% | -0.72% | +5.07% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.28% | +0.07% | +68.58% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.26% | — | -3.07% | |
| 15 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.16% | -0.14% | +34.06% | |
| 16 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 1.14% | — | -0.10% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.06% | — | +3.30% | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 0.96% | -0.33% | -2.47% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.76% | -0.17% | +6.92% | |
| 20 | URTH | Ishares Msci World ETF | ETF-その他 | 0.69% | -0.32% | -7.66% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.69% | — | +104.92% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | — | +11.63% | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 0.61% | -0.30% | +6.52% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | — | +10.46% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.57% | — | +3.39% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | — | -3.05% | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.52% | -0.46% | +12.33% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.51% | -0.24% | — | |
| 29 | GRAB | Grab Holdings Limited | 株式-IT | 0.50% | -0.20% | -10.53% | |
| 30 | ORCL | Oracle CORP | 株式-IT | 0.46% | -0.19% | +11.47% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.42% | — | +3.01% | |
| 32 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.38% | — | +71.86% | |
| 33 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.36% | — | +36.27% | |
| 34 | NFLX | Netflix INC | 株式-通信サービス | 0.35% | — | +8.22% | |
| 35 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 0.35% | -0.14% | +44.33% | |
| 36 | NOW | Servicenow INC | 株式-IT | 0.31% | — | +8.73% | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 0.30% | — | +17.20% | |
| 38 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 0.30% | -0.44% | -42.49% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.29% | — | +17.26% | |
| 40 | KLAC | Kla CORP | 株式-IT | 0.28% | — | +16.27% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.27% | -0.21% | +9.86% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.27% | — | -9.64% | |
| 43 | MSI | Motorola Solutions INC | 株式-IT | 0.26% | — | -6.70% | |
| 44 | WELL | Welltower INC | 株式-不動産 | 0.26% | — | +29.10% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.25% | — | +2.86% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.24% | — | +2.13% | |
| 47 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.24% | -0.14% | EXIT | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.24% | +0.02% | +0.02% | |
| 49 | APP | Applovin Corp-class A | 株式-IT | 0.24% | — | +9.09% | |
| 50 | CRM | Salesforce INC | 株式-IT | 0.23% | — | -16.39% |