CIK: 0000908195
申告総資産額
$14.7億
上位200銘柄を表示中（全298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 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-その他 | 8.57% | +0.37% | +9.56% | |
| 2 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 6.02% | +0.27% | +8.60% | |
| 3 | DCRE | Dbl Comm Real Est Debt | ETF-その他 | 5.13% | +0.28% | +75.05% | |
| 4 | GLW | Corning INC | 株式-IT | 4.33% | +1.29% | -17.91% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.57% | -0.77% | +1.45% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.55% | -0.14% | +5.25% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.53% | +0.26% | -23.45% | |
| 8 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.28% | -0.47% | +0.05% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.48% | -0.20% | -0.77% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.36% | -0.10% | +30.97% | |
| 11 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 2.32% | +0.16% | +1.75% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.30% | -1.64% | +271.16% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.29% | +0.13% | +54.91% | |
| 14 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.24% | -0.31% | +1.36% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.07% | -0.03% | -2.80% | |
| 16 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.95% | +0.10% | +9.62% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.79% | -0.08% | — | |
| 18 | QCOM | Qualcomm INC | 株式-IT | 1.72% | -0.38% | +1.68% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.65% | +0.16% | +5.77% | |
| 20 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 1.58% | -0.22% | +1.72% | |
| 21 | AVY | Avery Dennison CORP | 株式-一般消費財 | 1.44% | — | +2.68% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 1.44% | -0.22% | +2.32% | |
| 23 | TXN | Texas Instruments INC | 株式-IT | 1.43% | +0.20% | +3.58% | |
| 24 | COHR | Coherent CORP | 株式-IT | 1.32% | +0.30% | -5.96% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.29% | -0.13% | +3.90% | |
| 26 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 1.12% | — | +219.49% | |
| 27 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 1.09% | -1.04% | +0.10% | |
| 28 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 1.06% | — | +47.16% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.03% | — | +15.38% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.88% | — | +16.42% | |
| 31 | TSEL | Touchstone Sands Sel Gr ETF | ETF-その他 | 0.88% | +0.09% | +73.29% | |
| 32 | CRM | Salesforce INC | 株式-IT | 0.88% | -0.29% | -4.63% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | +0.07% | -52.19% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.83% | +0.06% | +1.81% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.83% | — | +17.01% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.78% | — | +21.44% | |
| 37 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.61% | — | +100.07% | |
| 38 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.55% | — | +6.66% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.55% | — | +64.42% | |
| 40 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.43% | — | +20.21% | |
| 41 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.41% | -0.06% | +3.89% | |
| 42 | UL | Unilever Plc-sponsored Adr | 株式-生活必需品 | 0.40% | -0.05% | — | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | +0.16% | -10.65% | |
| 44 | KLAC | Kla CORP | 株式-IT | 0.40% | +0.08% | -6.44% | |
| 45 | ECL | Ecolab INC | 株式-素材 | 0.37% | — | +18.99% | |
| 46 | AZO | Autozone INC | 株式-一般消費財 | 0.35% | — | -2.12% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | — | -3.30% | |
| 48 | DFIC | Dimensional International Co | ETF-その他 | 0.33% | +0.07% | +647.14% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.33% | +0.09% | -9.05% | |
| 50 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.27% | — | +10.95% |