CIK: 0001266014
申告総資産額
$2.9億
上位200銘柄を表示中（全291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 | 4.40% | — | +8.15% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 3.50% | — | +1.59% | |
| 3 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 2.89% | — | -1.90% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.61% | -0.31% | -6.96% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.42% | -0.04% | -1.30% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 2.10% | +0.35% | -3.99% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.98% | +1.41% | +2.52% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.91% | — | -2.35% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.88% | -0.22% | +5.18% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.86% | -0.11% | +3.14% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.84% | -0.75% | -8.15% | |
| 12 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 1.80% | -0.16% | +1.87% | |
| 13 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.79% | +0.53% | -11.19% | |
| 14 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.60% | — | +12.30% | |
| 15 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.55% | +0.16% | +17.35% | |
| 16 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.49% | — | +11.64% | |
| 17 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.47% | +0.20% | +4.81% | |
| 18 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.41% | — | +7.89% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.41% | -0.13% | -1.00% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.17% | — | -9.47% | |
| 21 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-その他 | 1.12% | — | +2.40% | |
| 22 | MBB | Ishares Mbs ETF | ETF-その他 | 1.05% | — | +12.14% | |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.03% | — | +49.18% | |
| 24 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-その他 | 1.03% | — | +14.95% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.00% | -0.10% | +9.86% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.98% | -0.10% | +0.21% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.90% | -0.08% | +0.89% | |
| 28 | MA | Mastercard INC - A | 株式-金融 | 0.85% | -0.08% | +1.83% | |
| 29 | ADBE | Adobe INC | 株式-IT | 0.84% | -0.08% | +0.95% | |
| 30 | ADSK | Autodesk INC | 株式-IT | 0.83% | — | +3.17% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.82% | -0.11% | +10.86% | |
| 32 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.74% | — | +11.99% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.68% | — | +11.19% | |
| 34 | ACN | Accenture plc | 株式-IT | 0.68% | -0.06% | -13.57% | |
| 35 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.66% | — | -5.18% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.66% | -0.14% | -5.74% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.65% | — | -12.29% | |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.52% | — | +0.12% | |
| 39 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.52% | — | +0.24% | |
| 40 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.52% | — | +0.14% | |
| 41 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.52% | — | +0.15% | |
| 42 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.51% | — | +0.15% | |
| 43 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.51% | — | -10.55% | |
| 44 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.50% | — | +11.13% | |
| 45 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.49% | — | +0.17% | |
| 46 | NFLX | Netflix INC | 株式-通信サービス | 0.49% | — | +101.85% | |
| 47 | CRM | Salesforce INC | 株式-IT | 0.49% | — | -1.16% | |
| 48 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 0.49% | +0.47% | +10.07% | |
| 49 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.48% | — | +0.18% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | -0.10% | +3.28% |