CIK: 0000750641
申告総資産額
$43.5億
上位200銘柄を表示中（全734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 | 5.15% | -0.20% | -0.55% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.87% | -0.95% | -0.27% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.27% | -2.09% | -1.68% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.07% | -0.05% | -0.29% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.51% | -0.17% | +12.40% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.20% | — | +789.05% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.06% | +0.19% | +0.76% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.06% | -0.28% | +0.01% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.74% | -0.08% | +3.30% | |
| 10 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 1.72% | — | +10.66% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.64% | -0.03% | -1.86% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.63% | — | -0.64% | |
| 13 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.47% | +0.35% | +0.01% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.29% | -0.05% | +2.10% | |
| 15 | CMF | Ishares California Muni Bond | ETF-その他 | 1.29% | -0.22% | +19.29% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.26% | — | +6.15% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.21% | -0.10% | +0.85% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.15% | -0.11% | -1.54% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.15% | -0.14% | -0.79% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.07% | — | -0.75% | |
| 21 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.99% | -0.58% | +56.00% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.90% | +0.16% | -0.28% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.88% | — | +1.61% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.88% | — | -0.19% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.87% | — | +0.56% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.84% | — | +0.97% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | -0.08% | -0.52% | |
| 28 | ADBE | Adobe INC | 株式-IT | 0.70% | -0.08% | -0.97% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.69% | — | -0.09% | |
| 30 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.69% | — | +0.38% | |
| 31 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.69% | +0.28% | -31.56% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | -0.12% | |
| 33 | BLKCHF | Blackrock INC | 株式-その他 | 0.66% | — | +0.47% | |
| 34 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.66% | — | +0.02% | |
| 35 | DHR | Danaher CORP | 株式-ヘルスケア | 0.65% | — | +2.29% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.64% | — | -76.96% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.64% | — | +0.17% | |
| 38 | TT | Trane Technologies plc | 株式-資本財 | 0.63% | — | +0.79% | |
| 39 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 0.60% | — | +63.71% | |
| 40 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.60% | — | -15.50% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | +0.16% | -0.08% | |
| 42 | MS | Morgan Stanley | 株式-金融 | 0.57% | — | -0.84% | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.56% | -0.22% | +1.60% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.54% | — | +0.61% | |
| 45 | KLAC | Kla CORP | 株式-IT | 0.54% | — | +0.70% | |
| 46 | COP | Conocophillips | 株式-エネルギー | 0.51% | +0.17% | -0.01% | |
| 47 | ACN | Accenture plc | 株式-IT | 0.51% | — | -0.21% | |
| 48 | ETN | Eaton Corporation plc | 株式-資本財 | 0.49% | — | -12.49% | |
| 49 | CMI | Cummins INC | 株式-資本財 | 0.48% | — | +7.20% | |
| 50 | CB | Chubb Limited | 株式-金融 | 0.47% | — | +39.57% |