CIK: 0001266014
申告総資産額
$2.9億
上位200銘柄を表示中（全281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 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 4.42% | — | +1.09% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.21% | +0.44% | -8.27% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.64% | -0.31% | +3.95% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.59% | -0.75% | +3.65% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.52% | -0.04% | +3.27% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.26% | -0.22% | -0.43% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 2.20% | +0.35% | -2.31% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.13% | +1.41% | +14.56% | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 2.05% | — | -2.60% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.84% | +0.16% | +3.15% | |
| 11 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.82% | +0.20% | +12.54% | |
| 12 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.73% | +0.53% | -1.63% | |
| 13 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 1.71% | -0.16% | +3.42% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.64% | -0.11% | -6.88% | |
| 15 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.53% | — | -41.73% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.52% | -0.10% | +0.08% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.27% | -0.16% | — | |
| 18 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.27% | — | -10.07% | |
| 19 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.08% | — | -3.85% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.07% | -0.13% | -2.25% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.98% | — | -3.76% | |
| 22 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.96% | — | -3.45% | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.92% | +0.40% | -11.18% | |
| 24 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 0.89% | — | — | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.83% | -0.14% | -10.05% | |
| 26 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.82% | — | +10.77% | |
| 27 | ADBE | Adobe INC | 株式-IT | 0.81% | -0.08% | -3.13% | |
| 28 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.81% | — | +10.84% | |
| 29 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.79% | — | +10.90% | |
| 30 | ACN | Accenture plc | 株式-IT | 0.77% | -0.06% | -0.60% | |
| 31 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.76% | — | +7.35% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.76% | -0.10% | -2.09% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.74% | -0.15% | -7.39% | |
| 34 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.72% | — | +7.35% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.72% | -0.08% | -2.77% | |
| 36 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.71% | — | +7.38% | |
| 37 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.70% | -0.25% | EXIT | |
| 38 | NOW | Servicenow INC | 株式-IT | 0.68% | — | -3.69% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.67% | -0.08% | +8.34% | |
| 40 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.67% | -0.86% | EXIT | |
| 41 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.66% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.64% | -0.10% | +2.92% | |
| 43 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.62% | — | -5.83% | |
| 44 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.61% | — | -6.50% | |
| 45 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 0.60% | +0.47% | +1.29% | |
| 46 | TBLL | Invesco Short Term Treasury | ETF-政府公債 | 0.60% | — | -27.59% | |
| 47 | ADSK | Autodesk INC | 株式-IT | 0.60% | — | -3.35% | |
| 48 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-その他 | 0.58% | — | — | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | -0.11% | -13.27% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.57% | — | +7.43% |