CIK: 0001158970
申告総資産額
$18.1億
上位200銘柄を表示中（全267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 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 6.85% | -0.18% | +2.04% | |
| 2 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 6.07% | — | +3.51% | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 5.39% | — | -18.79% | |
| 4 | MMM | 3m Co | 株式-資本財 | 5.11% | -0.24% | -0.53% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.02% | -0.31% | +0.12% | |
| 6 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 2.80% | — | +2.54% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.70% | -0.04% | +0.78% | |
| 8 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 2.52% | — | — | |
| 9 | AAPL | Apple INC | 株式-IT | 2.49% | +0.03% | +0.80% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.47% | -0.64% | +3.08% | |
| 11 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 1.91% | — | +37.08% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.79% | -0.08% | +0.19% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.76% | -0.03% | +2.63% | |
| 14 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.50% | +0.23% | -2.92% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.41% | -0.08% | +0.32% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.21% | — | +0.20% | |
| 17 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 1.01% | — | +2.79% | |
| 18 | KRBN | Ks Global Carbon Stratgy ETF | ETF-その他 | 0.98% | — | +5.63% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.96% | — | +1.28% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.96% | -0.09% | +0.77% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.94% | — | -26.19% | |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.92% | — | +3.41% | |
| 23 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-その他 | 0.87% | — | — | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.84% | — | +118.07% | |
| 25 | XLF | Ss Financial Select Sector | ETF-その他 | 0.82% | -0.09% | -30.83% | |
| 26 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.79% | — | -42.69% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.78% | -0.12% | -7.70% | |
| 28 | EWT | Ishares Msci Taiwan ETF | ETF-その他 | 0.77% | +0.08% | +2.29% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | -0.02% | +0.63% | |
| 30 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.69% | -0.02% | -0.40% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.68% | — | +3.28% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | +0.08% | +2.94% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.67% | — | — | |
| 34 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 0.67% | — | -1.18% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.67% | — | — | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.62% | — | +0.02% | |
| 37 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.61% | — | — | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.61% | -0.07% | EXIT | |
| 39 | NEE | Nextera Energy INC | 株式-公益事業 | 0.61% | — | +5.71% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.60% | -0.07% | +2.44% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | -0.07% | +3.78% | |
| 42 | CCI | Crown Castle INC | 株式-不動産 | 0.59% | — | +4.23% | |
| 43 | BLKCHF | Blackrock INC | 株式-その他 | 0.59% | — | +13.27% | |
| 44 | RTX | Rtx CORP | 株式-資本財 | 0.59% | — | -7.67% | |
| 45 | BBCA | Jpmorgan Betabuilders Canada | ETF-その他 | 0.58% | — | -25.89% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.57% | +0.17% | +23.49% | |
| 47 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.56% | — | +34.73% | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.56% | — | -0.88% | |
| 49 | TXN | Texas Instruments INC | 株式-IT | 0.56% | — | +2.41% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | — | -0.44% |