CIK: 0001266014
申告総資産額
$2.9億
上位200銘柄を表示中（全216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 | TBLL | Invesco Short Term Treasury | ETF-政府公債 | 7.29% | — | — | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 5.05% | — | -31.89% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 4.99% | — | -31.72% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.08% | -0.31% | -24.52% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.69% | -0.04% | -24.05% | |
| 6 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.37% | -0.11% | -26.44% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 2.32% | +0.35% | -16.13% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.24% | +1.41% | -26.38% | |
| 9 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 2.22% | — | -20.53% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.13% | +0.16% | -30.44% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.83% | — | -9.07% | |
| 12 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.49% | — | -28.32% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.49% | -0.75% | +1.75% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.39% | — | -5.03% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.18% | — | — | |
| 16 | ADSK | Autodesk INC | 株式-IT | 1.01% | — | +13.15% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.99% | — | -12.40% | |
| 18 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.94% | — | -16.00% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.84% | -0.11% | +14.69% | |
| 20 | ADBE | Adobe INC | 株式-IT | 0.83% | -0.08% | -7.42% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.82% | -0.13% | -0.06% | |
| 22 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.82% | — | -8.51% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.75% | — | +29.07% | |
| 24 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.75% | — | -26.71% | |
| 25 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.74% | — | -12.25% | |
| 26 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.73% | — | -27.15% | |
| 27 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.73% | — | -26.53% | |
| 28 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.72% | — | -27.03% | |
| 29 | ✓ | Ishares | 株式-その他 | 0.71% | — | -27.25% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.71% | -0.14% | -14.48% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | -0.10% | -16.00% | |
| 32 | ✓ | Ishares Tr | 株式-その他 | 0.70% | — | -27.88% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.70% | -0.08% | +37.84% | |
| 34 | BIIB | Biogen INC | 株式-ヘルスケア | 0.69% | — | -13.87% | |
| 35 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.68% | — | +13.94% | |
| 36 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.68% | — | -26.04% | |
| 37 | MA | Mastercard INC - A | 株式-金融 | 0.67% | -0.08% | -2.82% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.64% | — | +55.25% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.62% | — | -5.88% | |
| 40 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.61% | — | -11.88% | |
| 41 | ✓ | 株式-その他 | 0.61% | — | -14.59% | ||
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.60% | — | +10.68% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.60% | — | -8.93% | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 0.57% | — | -1.34% | |
| 45 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.57% | — | -12.39% | |
| 46 | ACN | Accenture plc | 株式-IT | 0.57% | -0.06% | +1.96% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.54% | — | -51.41% | |
| 48 | LHX | L3harris Technologies INC | 株式-資本財 | 0.50% | — | -9.80% | |
| 49 | D | Dominion Energy INC | 株式-公益事業 | 0.48% | — | -12.23% | |
| 50 | STX | Seagate Technology Holdings plc | 株式-IT | 0.48% | — | -12.81% |