CIK: 0001266014
申告総資産額
$2.9億
上位200銘柄を表示中（全245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 | 5.31% | — | +1.67% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 4.66% | — | -1.80% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.58% | -0.31% | +2.83% | |
| 4 | TBLL | Invesco Short Term Treasury | ETF-政府公債 | 3.11% | — | -15.09% | |
| 5 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 2.66% | — | +16.83% | |
| 6 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 2.11% | +0.53% | +48.10% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.07% | -0.04% | -3.70% | |
| 8 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.93% | +0.16% | -1.67% | |
| 9 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 1.70% | -0.16% | +4.37% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.66% | -0.75% | -3.84% | |
| 11 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.63% | +0.20% | +2.78% | |
| 12 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.62% | — | +60.24% | |
| 13 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-その他 | 1.57% | — | +12.37% | |
| 14 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.38% | — | +10.49% | |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.27% | +0.35% | +48.63% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.27% | -0.11% | +60.20% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.18% | -0.11% | +5.47% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.16% | +1.41% | +26.14% | |
| 19 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.16% | — | +9.00% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.11% | — | +24.26% | |
| 21 | ADBE | Adobe INC | 株式-IT | 1.10% | -0.08% | +6.77% | |
| 22 | ADSK | Autodesk INC | 株式-IT | 1.07% | — | +1.57% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.03% | — | +33.09% | |
| 24 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-その他 | 1.01% | — | +0.96% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.93% | — | +6.12% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.86% | -0.13% | -1.75% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.84% | -0.08% | +8.22% | |
| 28 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.82% | — | -2.16% | |
| 29 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.81% | — | +92.55% | |
| 30 | MA | Mastercard INC - A | 株式-金融 | 0.78% | -0.08% | +2.36% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.76% | — | +63.67% | |
| 32 | MBB | Ishares Mbs ETF | ETF-その他 | 0.76% | — | +13.19% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.76% | -0.10% | +8.69% | |
| 34 | AVGO | Broadcom INC | 株式-IT | 0.73% | -0.14% | -2.56% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | -0.22% | +8.96% | |
| 36 | ACN | Accenture plc | 株式-IT | 0.67% | -0.06% | +5.62% | |
| 37 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.67% | — | +8.82% | |
| 38 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.65% | — | +0.09% | |
| 39 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.65% | — | -0.01% | |
| 40 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.65% | — | +0.02% | |
| 41 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.64% | — | +0.09% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.64% | — | +8.43% | |
| 43 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.63% | — | +0.01% | |
| 44 | ✓ | Ishares | 株式-その他 | 0.63% | — | +0.05% | |
| 45 | AAPL | Apple INC | 株式-IT | 0.63% | -0.10% | +333.76% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.62% | — | -6.87% | |
| 47 | PYPL | Paypal Holdings INC | 株式-金融 | 0.62% | — | +19.52% | |
| 48 | ✓ | Ishares Tr | 株式-その他 | 0.62% | — | +0.02% | |
| 49 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.62% | — | +12.80% | |
| 50 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.60% | — | +16.33% |