CIK: 0001158970
申告総資産額
$18.1億
上位200銘柄を表示中（全297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 | 9.30% | — | +1.96% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 6.14% | -0.31% | +98.63% | |
| 3 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 5.36% | — | +0.31% | |
| 4 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 4.37% | -0.18% | -0.54% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.61% | — | +2.85% | |
| 6 | MMM | 3m Co | 株式-資本財 | 3.45% | -0.24% | -0.80% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.10% | +0.03% | +0.79% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.07% | -0.64% | +2.55% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.68% | -0.08% | +0.43% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.88% | — | +4.44% | |
| 11 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.81% | +0.23% | -7.24% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.71% | -0.09% | +0.38% | |
| 13 | XLF | Ss Financial Select Sector | ETF-その他 | 1.58% | -0.09% | +6.40% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.53% | -0.04% | +0.25% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.35% | -0.02% | +0.88% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.35% | -0.03% | +1.12% | |
| 17 | ARCC | Ares Capital CORP | 株式-金融 | 1.31% | -0.04% | +17.01% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.29% | — | -1.09% | |
| 19 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 1.29% | -0.02% | +0.87% | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.26% | -0.08% | +93.76% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | -0.07% | +3.80% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.96% | -0.03% | -3.47% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.94% | -0.04% | +5.62% | |
| 24 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.93% | — | +1.52% | |
| 25 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 0.87% | — | +2.42% | |
| 26 | RTX | Rtx CORP | 株式-資本財 | 0.85% | — | +1.20% | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.82% | — | -4.15% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | -0.07% | +3.71% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.81% | — | +0.73% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.79% | -0.03% | +4.17% | |
| 31 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.76% | +0.15% | +12.16% | |
| 32 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.70% | — | +11.12% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.69% | -0.12% | +0.69% | |
| 34 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.67% | — | -2.92% | |
| 35 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.67% | +0.10% | +14.13% | |
| 36 | URA | Global X Uranium ETF | ETF-その他 | 0.64% | +0.12% | -12.91% | |
| 37 | BBCA | Jpmorgan Betabuilders Canada | ETF-その他 | 0.64% | — | +0.79% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.61% | -0.07% | +4.14% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.60% | +0.12% | +3.73% | |
| 40 | CAT | Caterpillar INC | 株式-資本財 | 0.60% | +0.12% | +0.96% | |
| 41 | EWT | Ishares Msci Taiwan ETF | ETF-その他 | 0.58% | +0.08% | +0.24% | |
| 42 | WEX | Wex INC | 株式-IT | 0.53% | — | +0.50% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.53% | — | — | |
| 44 | BLK | Blackrock INC | 株式-金融 | 0.51% | — | +1.06% | |
| 45 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.49% | — | -0.23% | |
| 46 | INDA | Ishares Msci India ETF | ETF-その他 | 0.49% | -0.06% | -0.06% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.48% | -0.07% | +1.56% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.45% | — | +1.36% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | +0.17% | +3.33% | |
| 50 | STLD | Steel Dynamics INC | 株式-素材 | 0.45% | -0.13% | -1.10% |