CIK: 0000750641
申告総資産額
$43.5億
上位200銘柄を表示中（全539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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.81% | -0.05% | +0.58% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.63% | -0.03% | +0.93% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.36% | -2.09% | -0.21% | |
| 4 | IYR | Ishares US Real Estate ETF | ETF-その他 | 3.56% | — | +3254.01% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 3.49% | — | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.95% | -0.95% | -6.17% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.33% | — | +80.02% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.10% | -0.20% | -1.62% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.77% | — | +5.44% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.52% | -0.08% | +0.02% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.49% | -0.10% | -12.08% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.32% | — | -17.30% | |
| 13 | CMF | Ishares California Muni Bond | ETF-その他 | 1.30% | -0.22% | -0.51% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 1.28% | — | -0.02% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.25% | — | +9.88% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.22% | -0.28% | -1.73% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.17% | +0.28% | +152.97% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.11% | — | -64.17% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.09% | — | +6.71% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.98% | — | +2.52% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.81% | — | +16.52% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.79% | +0.16% | -2.73% | |
| 23 | ADBE | Adobe INC | 株式-IT | 0.76% | -0.08% | +1.25% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.72% | — | -0.31% | |
| 25 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.70% | — | -41.75% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.70% | -0.07% | -2.72% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | -0.14% | -5.61% | |
| 28 | MBB | Ishares Mbs ETF | ETF-その他 | 0.70% | — | — | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.69% | — | -0.37% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.66% | — | -1.60% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.65% | — | -15.73% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.64% | — | -1.80% | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 0.61% | — | -0.35% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | +0.02% | |
| 35 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.58% | — | -1.12% | |
| 36 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.57% | +0.18% | — | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.56% | — | -0.96% | |
| 38 | TXN | Texas Instruments INC | 株式-IT | 0.55% | — | +2.17% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | -0.08% | -4.37% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | -0.05% | -1.83% | |
| 41 | DXC | Dxc Technology Co | 株式-IT | 0.54% | — | -1.89% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.52% | +0.16% | -3.35% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.52% | -0.11% | -0.71% | |
| 44 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.52% | — | -0.59% | |
| 45 | ACN | Accenture plc | 株式-IT | 0.51% | — | -18.01% | |
| 46 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.50% | — | +5.43% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.50% | -0.11% | +99.25% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.49% | — | +5.29% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.49% | — | +1.63% | |
| 50 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.48% | — | — |