CIK: 0001266014
申告総資産額
$2.9億
上位200銘柄を表示中（全274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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.74% | +0.44% | +2.51% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 4.50% | — | +0.58% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.61% | -0.31% | -7.60% | |
| 4 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 2.57% | — | +1.71% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.40% | -0.04% | -2.53% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.23% | -0.75% | -9.56% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 2.15% | +0.35% | +1.66% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.09% | -0.22% | -2.06% | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.93% | — | +3.28% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.88% | +0.16% | +0.90% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.87% | +1.41% | -6.35% | |
| 12 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.77% | +0.53% | -0.15% | |
| 13 | TBLL | Invesco Short Term Treasury | ETF-政府公債 | 1.75% | — | -8.06% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.70% | -0.11% | +2.41% | |
| 15 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 1.63% | -0.16% | -1.19% | |
| 16 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.61% | +0.20% | -6.06% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.56% | -0.10% | +6.64% | |
| 18 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.43% | — | -0.41% | |
| 19 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.23% | — | -14.94% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.08% | +0.40% | — | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.99% | — | +0.33% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.98% | — | -6.06% | |
| 23 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-その他 | 0.97% | — | +5.48% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.97% | -0.13% | -4.33% | |
| 25 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-その他 | 0.96% | — | -5.25% | |
| 26 | ADBE | Adobe INC | 株式-IT | 0.80% | -0.08% | -4.37% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.75% | -0.14% | -19.17% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | -0.10% | -3.49% | |
| 29 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.73% | -0.86% | EXIT | |
| 30 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.71% | — | +1.36% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.71% | -0.08% | -3.49% | |
| 32 | NFLX | Netflix INC | 株式-通信サービス | 0.71% | — | +7.24% | |
| 33 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.70% | — | +1.38% | |
| 34 | ACN | Accenture plc | 株式-IT | 0.69% | -0.06% | -1.82% | |
| 35 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.69% | — | -7.41% | |
| 36 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.68% | — | +1.13% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.68% | -0.15% | -4.47% | |
| 38 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.67% | — | +1.31% | |
| 39 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.66% | — | +0.97% | |
| 40 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.65% | — | -6.04% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | -0.08% | -6.14% | |
| 42 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 0.62% | +0.47% | +3.79% | |
| 43 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.62% | — | +1.47% | |
| 44 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.61% | — | +1.52% | |
| 45 | ADSK | Autodesk INC | 株式-IT | 0.57% | — | -23.82% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | -0.10% | -3.15% | |
| 47 | CRM | Salesforce INC | 株式-IT | 0.56% | — | -1.08% | |
| 48 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.56% | — | +0.81% | |
| 49 | NOW | Servicenow INC | 株式-IT | 0.55% | — | -4.25% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.52% | -0.11% | -3.37% |