CIK: 0001158970
申告総資産額
$18.1億
上位200銘柄を表示中（全281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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 7.85% | — | +126.49% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 6.08% | -0.31% | -1.75% | |
| 3 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 5.77% | — | +0.42% | |
| 4 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 4.78% | -0.18% | -0.87% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 4.53% | — | +16.25% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.51% | +0.03% | +1.79% | |
| 7 | MMM | 3m Co | 株式-資本財 | 3.40% | -0.24% | -12.75% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.12% | -0.64% | +0.25% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.38% | -0.08% | +0.00% | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 2.36% | — | +7.09% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.74% | -0.08% | -0.25% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.68% | -0.04% | +1.47% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.50% | -0.03% | +3.15% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.43% | -0.02% | +22.05% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.36% | -0.09% | +0.80% | |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.35% | — | -30.18% | |
| 17 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.30% | +0.23% | +1.85% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.12% | — | -0.12% | |
| 19 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 1.09% | — | — | |
| 20 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 1.04% | — | +64.05% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.04% | -0.07% | -0.59% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | -0.04% | +0.61% | |
| 23 | XLF | Ss Financial Select Sector | ETF-その他 | 0.94% | -0.09% | -1.46% | |
| 24 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.90% | -0.02% | -1.56% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.85% | -0.03% | +5.11% | |
| 26 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.85% | — | +0.92% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.85% | -0.12% | -2.16% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.85% | — | +1.92% | |
| 29 | INDA | Ishares Msci India ETF | ETF-その他 | 0.78% | -0.06% | +1.41% | |
| 30 | WEX | Wex INC | 株式-IT | 0.73% | — | — | |
| 31 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.70% | — | +20.90% | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 0.69% | — | -0.68% | |
| 33 | EWT | Ishares Msci Taiwan ETF | ETF-その他 | 0.65% | +0.08% | +0.92% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.64% | -0.03% | -0.16% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | -0.07% | +4.65% | |
| 36 | TXN | Texas Instruments INC | 株式-IT | 0.61% | — | -0.22% | |
| 37 | BLK | Blackrock INC | 株式-金融 | 0.61% | — | — | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.60% | — | — | |
| 39 | URA | Global X Uranium ETF | ETF-その他 | 0.59% | +0.12% | +1.66% | |
| 40 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.56% | +0.15% | +53.05% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | -0.07% | +2.86% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.52% | — | +0.23% | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.52% | -0.09% | +0.17% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | -0.06% | +0.02% | |
| 45 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.51% | — | +29.90% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.51% | — | -2.49% | |
| 47 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 0.49% | — | -3.45% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.49% | +0.12% | -8.19% | |
| 49 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.49% | — | -1.19% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | +0.17% | -7.18% |