CIK: 0001266014
申告総資産額
$2.9億
上位200銘柄を表示中（全272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% | -0.41% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 4.57% | — | -0.66% | |
| 3 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 2.72% | — | +4.11% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.52% | -0.31% | -4.70% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.36% | -0.04% | -1.41% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.29% | -0.75% | +5.99% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 2.21% | +0.35% | +3.03% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.07% | -0.22% | -2.83% | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 2.01% | — | +4.98% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.92% | +0.16% | -1.78% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.85% | +1.41% | -0.54% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.82% | -0.11% | +5.29% | |
| 13 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.81% | +0.53% | +0.60% | |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.61% | +0.20% | +1.44% | |
| 15 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 1.59% | -0.16% | -0.99% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.47% | -0.10% | +2.67% | |
| 17 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.45% | — | +1.39% | |
| 18 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.23% | — | -4.35% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.12% | -0.13% | +1.13% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.09% | +0.40% | -1.96% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.07% | — | -0.06% | |
| 22 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.01% | — | +2.44% | |
| 23 | NUMV | Nuveen Esg Mid-cap Value ETF | ETF-その他 | 0.97% | — | -0.86% | |
| 24 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-その他 | 0.94% | — | -0.11% | |
| 25 | TBLL | Invesco Short Term Treasury | ETF-政府公債 | 0.91% | — | -50.43% | |
| 26 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.82% | — | +9.69% | |
| 27 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.80% | — | +9.68% | |
| 28 | ADBE | Adobe INC | 株式-IT | 0.78% | -0.08% | -10.11% | |
| 29 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.78% | — | +10.01% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.77% | -0.15% | +5.72% | |
| 31 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.76% | — | +9.79% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | -0.10% | -1.31% | |
| 33 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.75% | — | +10.12% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.75% | -0.08% | -0.54% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.74% | -0.14% | -1.13% | |
| 36 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.74% | -0.86% | EXIT | |
| 37 | ACN | Accenture plc | 株式-IT | 0.74% | -0.06% | +2.36% | |
| 38 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.73% | — | -4.76% | |
| 39 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.69% | — | +9.71% | |
| 40 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.69% | — | +9.76% | |
| 41 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.65% | — | -2.91% | |
| 42 | NFLX | Netflix INC | 株式-通信サービス | 0.63% | — | -1.11% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.62% | -0.11% | +8.71% | |
| 44 | NOW | Servicenow INC | 株式-IT | 0.61% | — | +6.76% | |
| 45 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 0.61% | +0.47% | -2.32% | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.60% | -0.08% | +0.43% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | -0.10% | -1.04% | |
| 48 | ADSK | Autodesk INC | 株式-IT | 0.57% | — | -4.78% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | +2.30% | |
| 50 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.53% | — | +4.35% |