CIK: 0001158970
申告総資産額
$18.1億
上位200銘柄を表示中（全257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 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 6.17% | — | -0.51% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.70% | -0.31% | -10.62% | |
| 3 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 5.56% | -0.18% | -1.31% | |
| 4 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 4.56% | — | +2.02% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.93% | — | +0.60% | |
| 6 | MMM | 3m Co | 株式-資本財 | 3.66% | -0.24% | -0.04% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.03% | +0.03% | -3.06% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.84% | -0.64% | -0.36% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.79% | — | +0.91% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.63% | -0.04% | -0.31% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.43% | — | -0.48% | |
| 12 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 2.36% | — | +0.22% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.15% | -0.08% | +0.10% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.65% | — | +2.74% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.61% | -0.08% | -0.27% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.59% | — | +13.69% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.29% | -0.03% | +0.51% | |
| 18 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.26% | — | -3.79% | |
| 19 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.06% | +0.23% | -2.02% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.04% | — | +0.09% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.98% | -0.09% | -1.72% | |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.95% | — | -0.04% | |
| 23 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.93% | — | -0.93% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.92% | -0.12% | -12.08% | |
| 25 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.86% | — | -3.96% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.86% | -0.02% | +2.46% | |
| 27 | XLF | Ss Financial Select Sector | ETF-その他 | 0.81% | -0.09% | -0.29% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.78% | -0.07% | +0.54% | |
| 29 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.71% | -0.02% | -2.25% | |
| 30 | KRBN | Ks Global Carbon Stratgy ETF | ETF-その他 | 0.68% | — | +2.50% | |
| 31 | EWT | Ishares Msci Taiwan ETF | ETF-その他 | 0.68% | +0.08% | -0.57% | |
| 32 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.67% | — | -0.21% | |
| 33 | URA | Global X Uranium ETF | ETF-その他 | 0.66% | +0.12% | -0.13% | |
| 34 | TXN | Texas Instruments INC | 株式-IT | 0.65% | — | +0.41% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | -0.04% | +2.01% | |
| 36 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 0.62% | — | +0.86% | |
| 37 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.61% | -0.07% | EXIT | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | +0.17% | -1.35% | |
| 39 | RTX | Rtx CORP | 株式-資本財 | 0.60% | — | +1.01% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.59% | — | -0.52% | |
| 41 | FXY | Invesco Currencyshares Japan | ETF-その他 | 0.59% | — | +1.62% | |
| 42 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.57% | — | +0.16% | |
| 43 | NEE | Nextera Energy INC | 株式-公益事業 | 0.57% | — | +1.11% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | -0.06% | +35.51% | |
| 45 | PLD | Prologis INC | 株式-不動産 | 0.55% | — | +6.07% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | -0.07% | +0.07% | |
| 47 | BLKCHF | Blackrock INC | 株式-その他 | 0.52% | — | -20.62% | |
| 48 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.51% | — | -3.44% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | +0.08% | +1.06% | |
| 50 | INDA | Ishares Msci India ETF | ETF-その他 | 0.50% | -0.06% | — |