CIK: 0000040729
申告総資産額
$8.0億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.54% | — | — | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.07% | -0.41% | +9.09% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.77% | — | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.60% | +1.53% | +23.08% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.77% | — | — | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.54% | +0.35% | — | |
| 7 | AAPL | Apple INC | 株式-IT | 2.24% | +1.00% | +3.33% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.10% | — | — | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.02% | — | +12.50% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.88% | -8.17% | +39.13% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.79% | +2.34% | NEW | |
| 12 | WFC | Wells Fargo & Co | 株式-金融 | 1.75% | — | — | |
| 13 | INTC | Intel CORP | 株式-IT | 1.59% | -0.60% | EXIT | |
| 14 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.56% | — | — | |
| 15 | T | At&t INC | 株式-通信サービス | 1.50% | — | — | |
| 16 | PM | Philip Morris International | 株式-生活必需品 | 1.50% | — | — | |
| 17 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.34% | — | — | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.33% | — | — | |
| 19 | GS | Goldman Sachs Group INC | 株式-金融 | 1.32% | — | — | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.31% | — | — | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 1.24% | — | — | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 1.17% | — | +190.00% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.16% | — | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.15% | — | +150.00% | |
| 25 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 1.12% | — | — | |
| 26 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.08% | — | — | |
| 27 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.07% | — | +11.11% | |
| 28 | PRU | Prudential Financial INC | 株式-金融 | 1.05% | — | — | |
| 29 | FDX | Fedex CORP | 株式-資本財 | 1.04% | -0.42% | EXIT | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 1.01% | +0.37% | +125.00% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.94% | -0.20% | +33.33% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | +1.21% | NEW | |
| 33 | BEN | Franklin Resources INC | 株式-金融 | 0.88% | — | — | |
| 34 | STT | State Street CORP | 株式-金融 | 0.88% | — | — | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.87% | +0.27% | — | |
| 36 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.87% | — | — | |
| 37 | UTXZ | United Tech CORP | 株式-その他 | 0.86% | — | — | |
| 38 | F | Ford Motor Co | 株式-一般消費財 | 0.84% | — | — | |
| 39 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.82% | — | +18.02% | |
| 40 | AIG | American International Group | 株式-金融 | 0.78% | — | — | |
| 41 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.73% | +0.42% | NEW | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.73% | +0.26% | — | |
| 43 | BA | Boeing Co/the | 株式-資本財 | 0.73% | — | — | |
| 44 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.72% | — | — | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.71% | — | — | |
| 46 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.71% | — | +16.67% | |
| 47 | EA | Electronic Arts INC | 株式-通信サービス | 0.68% | — | +6.06% | |
| 48 | C | Citigroup INC | 株式-金融 | 0.68% | — | — | |
| 49 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.67% | — | — | |
| 50 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.66% | — | — |