CIK: 0001266014
申告総資産額
$2.9億
上位200銘柄を表示中（全234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 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 5.79% | — | +36.39% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 5.22% | — | +15.61% | |
| 3 | TBLL | Invesco Short Term Treasury | ETF-政府公債 | 4.06% | — | -32.82% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.45% | -0.31% | +7.19% | |
| 5 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 2.40% | — | +19.27% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.29% | -0.04% | -9.04% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.18% | +0.16% | +18.35% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.85% | -0.75% | +15.60% | |
| 9 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 1.71% | -0.16% | — | |
| 10 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.67% | +0.20% | — | |
| 11 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.52% | +0.53% | — | |
| 12 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-その他 | 1.43% | — | — | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.37% | — | +102.46% | |
| 14 | ADSK | Autodesk INC | 株式-IT | 1.20% | — | -6.39% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.18% | — | +783.17% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.08% | -0.11% | +12.57% | |
| 17 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-その他 | 1.04% | — | — | |
| 18 | ADBE | Adobe INC | 株式-IT | 1.01% | -0.08% | +6.57% | |
| 19 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.01% | — | — | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.96% | +1.41% | -55.28% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.94% | — | -3.72% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.93% | -0.13% | +11.75% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.93% | — | — | |
| 24 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.91% | +0.35% | -61.93% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.83% | — | +2.73% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.83% | — | -55.34% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.80% | -0.11% | -65.48% | |
| 28 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.78% | — | +1.48% | |
| 29 | MBB | Ishares Mbs ETF | ETF-その他 | 0.75% | — | +119.32% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | -0.10% | +6.61% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.73% | -0.08% | +7.12% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.72% | -0.08% | +7.18% | |
| 33 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.72% | — | +16.12% | |
| 34 | AVGO | Broadcom INC | 株式-IT | 0.72% | -0.14% | -9.10% | |
| 35 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.72% | — | +6.10% | |
| 36 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.71% | — | +7.85% | |
| 37 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.71% | — | +9.32% | |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.70% | — | +10.85% | |
| 39 | ✓ | Ishares | 株式-その他 | 0.70% | — | +12.92% | |
| 40 | ✓ | Ishares Tr | 株式-その他 | 0.69% | — | +15.78% | |
| 41 | ACN | Accenture plc | 株式-IT | 0.67% | -0.06% | +7.10% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.65% | — | +87.30% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | -0.22% | +44.01% | |
| 44 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.62% | — | +3.22% | |
| 45 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.60% | — | -2.97% | |
| 46 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.59% | — | — | |
| 47 | T | At&t INC | 株式-通信サービス | 0.56% | — | +8.76% | |
| 48 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.56% | — | +1.60% | |
| 49 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 0.54% | +0.47% | — | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.52% | — | -0.84% |