CIK: 0001266014
申告総資産額
$2.9億
上位200銘柄を表示中（全237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 | 5.21% | +0.44% | +16.55% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 4.76% | — | +11.08% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.47% | -0.31% | -6.74% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.29% | +1.41% | +26.35% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.18% | -0.10% | +31.43% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.16% | -0.75% | -0.41% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.83% | -0.04% | +3.57% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.57% | -0.22% | -6.63% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.56% | -0.15% | +10.93% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.51% | +0.16% | +14.89% | |
| 11 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 2.47% | +0.35% | +29.60% | |
| 12 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 2.13% | +0.20% | +2.43% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.08% | -0.11% | +20.20% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.83% | — | +33.77% | |
| 15 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.81% | +0.53% | +12.98% | |
| 16 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.68% | +0.40% | +26.54% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.59% | -0.16% | +6.01% | |
| 18 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.27% | — | -1.52% | |
| 19 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 1.23% | -0.16% | +5.04% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.19% | -0.11% | +14.09% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.13% | -0.10% | +5.13% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.08% | -0.13% | -9.09% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.89% | -0.14% | +861.12% | |
| 24 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 0.89% | — | +2.39% | |
| 25 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 0.87% | +0.47% | +25.10% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.86% | — | +2.25% | |
| 27 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.83% | — | +3.22% | |
| 28 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.83% | — | +4.43% | |
| 29 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.83% | — | +3.75% | |
| 30 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.83% | — | +4.56% | |
| 31 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.83% | — | +5.76% | |
| 32 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.82% | — | +5.82% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | -0.11% | +17.13% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.77% | — | -8.97% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | -0.10% | -10.20% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | +0.09% | +18.04% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.71% | -0.18% | +17.64% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.67% | -0.08% | -7.78% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | — | +11.58% | |
| 40 | ACN | Accenture plc | 株式-IT | 0.63% | -0.06% | -10.59% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.62% | — | +0.80% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.60% | — | +22.11% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | — | +4.77% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.58% | -0.10% | +5.28% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.58% | — | -0.53% | |
| 46 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.57% | — | +26.88% | |
| 47 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.55% | -0.86% | EXIT | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.54% | -0.08% | -19.33% | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.51% | — | -6.30% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.50% | — | +9.01% |