CIK: 0001158970
申告総資産額
$18.1億
上位200銘柄を表示中（全290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 | 8.98% | — | +2.58% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 6.09% | -0.31% | -0.70% | |
| 3 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 5.59% | — | -1.22% | |
| 4 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 4.53% | -0.18% | -1.75% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.92% | — | -2.90% | |
| 6 | MMM | 3m Co | 株式-資本財 | 3.75% | -0.24% | — | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.46% | -0.64% | +1.58% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.62% | +0.03% | -1.59% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.31% | -0.08% | +1.04% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.66% | — | +104.08% | |
| 11 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.64% | +0.23% | +1.50% | |
| 12 | XLF | Ss Financial Select Sector | ETF-その他 | 1.55% | -0.09% | +0.88% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.49% | -0.04% | -1.04% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.38% | — | -34.28% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.36% | -0.02% | -5.99% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.33% | -0.08% | -1.40% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.31% | -0.03% | +3.22% | |
| 18 | ARCC | Ares Capital CORP | 株式-金融 | 1.19% | -0.04% | +75.94% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | -0.07% | +2.15% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.09% | -0.09% | -9.08% | |
| 21 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.04% | — | -3.59% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.96% | — | +0.36% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.96% | -0.03% | +0.81% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.95% | -0.04% | -1.36% | |
| 25 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 0.94% | — | -2.88% | |
| 26 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.92% | -0.02% | -0.76% | |
| 27 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.91% | — | +3.07% | |
| 28 | URA | Global X Uranium ETF | ETF-その他 | 0.88% | +0.12% | +1.88% | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.88% | — | -0.32% | |
| 30 | RTX | Rtx CORP | 株式-資本財 | 0.75% | — | -4.50% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.73% | -0.03% | +1.77% | |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.72% | — | -2.72% | |
| 33 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.69% | +0.15% | +3.44% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | -0.07% | +0.90% | |
| 35 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.64% | — | +2.52% | |
| 36 | BBCA | Jpmorgan Betabuilders Canada | ETF-その他 | 0.61% | — | +0.71% | |
| 37 | EWT | Ishares Msci Taiwan ETF | ETF-その他 | 0.58% | +0.08% | -0.19% | |
| 38 | WEX | Wex INC | 株式-IT | 0.58% | — | — | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.58% | -0.12% | -18.15% | |
| 40 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.57% | +0.10% | +5.08% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.57% | — | — | |
| 42 | INDA | Ishares Msci India ETF | ETF-その他 | 0.56% | -0.06% | -0.45% | |
| 43 | BLK | Blackrock INC | 株式-金融 | 0.56% | — | +1.48% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.50% | -0.07% | +1.32% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | -0.06% | +2.65% | |
| 46 | UBER | Uber Technologies INC | 株式-資本財 | 0.49% | — | +2.56% | |
| 47 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 0.46% | — | -4.97% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.46% | +0.07% | +2.46% | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.46% | +0.12% | — | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.46% | — | -1.65% |