CIK: 0001266014
申告総資産額
$2.9億
上位200銘柄を表示中（全303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 | 4.59% | — | -3.20% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 3.67% | — | +2.15% | |
| 3 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 2.80% | — | +0.94% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.72% | -0.31% | -13.19% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.24% | -0.04% | +18.41% | |
| 6 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 2.16% | +0.53% | -0.15% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 2.00% | +0.35% | +3.68% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.98% | +1.41% | +3.51% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.85% | -0.75% | -12.41% | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.83% | — | +3.37% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.81% | -0.11% | +4.38% | |
| 12 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 1.77% | -0.16% | +0.45% | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.67% | — | -0.69% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.62% | -0.22% | +24.32% | |
| 15 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.49% | +0.20% | -3.80% | |
| 16 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.46% | — | -0.55% | |
| 17 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.40% | — | +6.81% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.38% | -0.11% | +2.36% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.34% | -0.13% | +1.48% | |
| 20 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.32% | +0.16% | +0.81% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.13% | — | -1.86% | |
| 22 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-その他 | 1.11% | — | +23.64% | |
| 23 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-その他 | 1.10% | — | -18.98% | |
| 24 | MBB | Ishares Mbs ETF | ETF-その他 | 1.08% | — | +1.14% | |
| 25 | ADBE | Adobe INC | 株式-IT | 1.05% | -0.08% | -5.33% | |
| 26 | ADSK | Autodesk INC | 株式-IT | 1.03% | — | +2.90% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.88% | -0.10% | +15.14% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.87% | -0.08% | -4.49% | |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.83% | — | +2.06% | |
| 30 | MA | Mastercard INC - A | 株式-金融 | 0.83% | -0.08% | +17.36% | |
| 31 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.81% | — | -3.52% | |
| 32 | ACN | Accenture plc | 株式-IT | 0.73% | -0.06% | -11.24% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.72% | -0.14% | -8.75% | |
| 34 | AAPL | Apple INC | 株式-IT | 0.71% | -0.10% | -18.69% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.69% | — | -0.33% | |
| 36 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.68% | — | -5.27% | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.62% | — | +3.25% | |
| 38 | PYPL | Paypal Holdings INC | 株式-金融 | 0.58% | — | +2.91% | |
| 39 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.54% | — | -1.50% | |
| 40 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.52% | — | -2.24% | |
| 41 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.52% | — | -2.25% | |
| 42 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.51% | — | -2.28% | |
| 43 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.51% | — | -2.30% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | -0.10% | -0.24% | |
| 45 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 0.51% | +0.47% | -3.30% | |
| 46 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.50% | — | -2.32% | |
| 47 | ✓ | Ishares | 株式-その他 | 0.50% | — | -2.31% | |
| 48 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.49% | — | -2.27% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | — | -2.20% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.47% | -0.11% | +6.61% |