CIK: 0001266014
申告総資産額
$2.9億
上位200銘柄を表示中（全264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 | 4.94% | — | +6.90% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 4.13% | — | +0.48% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.43% | -0.31% | -0.31% | |
| 4 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 2.63% | — | +7.77% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.17% | -0.04% | +5.48% | |
| 6 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 2.15% | +0.53% | +8.28% | |
| 7 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 1.92% | -0.16% | +0.41% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.79% | +0.35% | +30.94% | |
| 9 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.77% | — | +6.19% | |
| 10 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.74% | +0.20% | +6.33% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.72% | +0.16% | +1.75% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.67% | -0.75% | +9.05% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.63% | -0.11% | +28.09% | |
| 14 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-その他 | 1.58% | — | -1.23% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.58% | — | +35.39% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.55% | +1.41% | +33.08% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.45% | — | +19.30% | |
| 18 | ADSK | Autodesk INC | 株式-IT | 1.25% | — | +1.74% | |
| 19 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.22% | — | +20.65% | |
| 20 | TBLL | Invesco Short Term Treasury | ETF-政府公債 | 1.16% | — | -57.39% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.15% | -0.11% | +6.43% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.09% | — | +0.12% | |
| 23 | ADBE | Adobe INC | 株式-IT | 1.05% | -0.08% | +7.33% | |
| 24 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-その他 | 1.02% | — | -1.18% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.00% | -0.13% | +12.14% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.95% | -0.10% | +52.66% | |
| 27 | MBB | Ishares Mbs ETF | ETF-その他 | 0.91% | — | +37.05% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.86% | -0.08% | +17.21% | |
| 29 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.84% | — | +3.78% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.83% | — | -4.37% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.80% | — | +14.84% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | -0.10% | +10.07% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.79% | -0.08% | +10.63% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.76% | -0.22% | +17.18% | |
| 35 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.75% | — | -2.57% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.73% | -0.14% | -4.39% | |
| 37 | ACN | Accenture plc | 株式-IT | 0.73% | -0.06% | +7.00% | |
| 38 | PYPL | Paypal Holdings INC | 株式-金融 | 0.72% | — | +11.93% | |
| 39 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.61% | — | +5.96% | |
| 40 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.61% | — | +5.25% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.61% | — | -8.20% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.61% | — | +9.01% | |
| 43 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.61% | — | +5.99% | |
| 44 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.60% | — | +5.97% | |
| 45 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.59% | — | +5.90% | |
| 46 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.59% | — | +6.00% | |
| 47 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.58% | — | — | |
| 48 | ✓ | Ishares | 株式-その他 | 0.58% | — | +5.99% | |
| 49 | TWTRUSD | Twitter INC | 株式-その他 | 0.58% | — | -4.06% | |
| 50 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.55% | — | -5.94% |