CIK: 0000750641
申告総資産額
$43.5億
上位200銘柄を表示中（全694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 | AAPL | Apple INC | 株式-IT | 5.11% | -0.20% | +2.24% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.92% | -0.95% | +1.15% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.38% | -2.09% | -4.47% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.17% | -0.05% | +3.96% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.98% | — | +19.56% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.36% | -0.28% | +1.42% | |
| 7 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 2.13% | — | +18546.49% | |
| 8 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.79% | +0.35% | +9100.68% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.75% | — | -0.62% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.75% | -0.03% | -4.22% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.60% | -0.08% | -0.68% | |
| 12 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 1.59% | — | +10.07% | |
| 13 | CMF | Ishares California Muni Bond | ETF-その他 | 1.50% | -0.22% | +7.07% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.30% | -0.11% | +3.63% | |
| 15 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.29% | — | — | |
| 16 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.25% | — | +14.98% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.24% | -0.14% | +2.82% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.17% | — | +5.50% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.16% | -0.17% | -0.28% | |
| 20 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.13% | — | -2.91% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.07% | -0.05% | +5.04% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.07% | — | -6.35% | |
| 23 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.01% | +0.28% | -13.82% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.00% | — | +6.23% | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.91% | — | -1.24% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.91% | — | +257.75% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.83% | — | +4.01% | |
| 28 | ADBE | Adobe INC | 株式-IT | 0.81% | -0.08% | +2.28% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.78% | — | +7.32% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | +0.16% | +13.37% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | -0.10% | +4.17% | |
| 32 | COP | Conocophillips | 株式-エネルギー | 0.73% | +0.17% | +0.29% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.73% | +0.16% | -0.09% | |
| 34 | DHR | Danaher CORP | 株式-ヘルスケア | 0.72% | — | +10.55% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | -0.08% | +9.07% | |
| 36 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.64% | — | +0.08% | |
| 37 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.63% | — | +4.98% | |
| 38 | MS | Morgan Stanley | 株式-金融 | 0.59% | — | -2.72% | |
| 39 | BLKCHF | Blackrock INC | 株式-その他 | 0.58% | — | +4.50% | |
| 40 | ACN | Accenture plc | 株式-IT | 0.56% | — | +14.26% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.54% | -0.07% | +64.36% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.52% | — | +30.92% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | +0.23% | +20.43% | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.49% | -0.22% | -7.07% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.48% | — | +18.44% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.46% | -0.05% | -0.65% | |
| 47 | ETN | Eaton Corporation plc | 株式-資本財 | 0.44% | — | -2.27% | |
| 48 | WM | Waste Management INC | 株式-資本財 | 0.44% | — | +9.25% | |
| 49 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 0.44% | — | -24.03% | |
| 50 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.43% | — | +2.88% |