CIK: 0000315080
申告総資産額
$19.1億
上位200銘柄を表示中(全317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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 11.81% | -0.10% | +6.72% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.59% | -1.33% | +7.03% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.13% | +0.02% | -0.79% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 4.37% | +0.40% | -0.10% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 4.01% | -0.45% | -5.59% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.71% | — | -6.01% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.60% | — | -7.99% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.60% | -0.01% | +8.89% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.58% | — | -12.95% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.56% | -0.61% | -1.79% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.55% | -0.06% | -3.52% | |
| 12 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.52% | — | +24.15% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.43% | — | +33.55% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.27% | — | +0.00% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.25% | — | -23.73% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.16% | — | +15.44% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.13% | +0.07% | -6.10% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.13% | +0.16% | +6.48% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.07% | — | -7.52% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.94% | +0.20% | -38.69% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.86% | -0.03% | -5.98% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.85% | -0.04% | -0.35% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.83% | +0.13% | -5.78% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.82% | — | -0.67% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.79% | -0.04% | +9.51% | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 0.78% | +0.06% | -5.69% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.77% | — | -6.07% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | -0.03% | +1.56% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.74% | — | +0.41% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.71% | — | -4.50% | |
| 31 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.71% | — | -21.14% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | -5.94% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.68% | — | -3.03% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.65% | — | -3.32% | |
| 35 | MO | Altria Group INC | 株式-生活必需品 | 0.59% | — | -10.15% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.59% | — | -9.87% | |
| 37 | PM | Philip Morris International | 株式-生活必需品 | 0.58% | — | -5.70% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.57% | — | -3.22% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.56% | — | -8.20% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.52% | — | +0.57% | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.49% | — | — | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | -0.07% | -3.57% | |
| 43 | MMM | 3m Co | 株式-資本財 | 0.48% | — | +2.83% | |
| 44 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.46% | — | -6.01% | |
| 45 | CAT | Caterpillar INC | 株式-資本財 | 0.43% | — | +5.18% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.40% | -0.12% | -4.26% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.40% | — | +3.84% | |
| 48 | ALEX | Alexander & Baldwin INC | 株式-その他 | 0.40% | — | +9.54% | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.39% | — | +19.75% | |
| 50 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.38% | — | -15.59% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1% | +6.72% | 増加 |
| 2 | IEMG | Ishares Core Msci Emerging | +0.4% | +33.55% | 増加 |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.4% | +7.03% | 増加 |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | +0.3% | +24.15% | 増加 |
| 5 | BLV | Vanguard Long-term Bond ETF | +0.2% | +117.97% | 増加 |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +8.89% | 増加 |
| 7 | VTV | Vanguard Value ETF | +0.1% | -0.10% | 減少 |
| 8 | MSFT | Microsoft CORP | +0.1% | -1.79% | 減少 |
| 9 | BND | Vanguard Total Bond Market | +0.1% | +15.44% | 増加 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.79% | 減少 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.51% | 増加 |
| 12 | CAT | Caterpillar INC | +0.1% | +5.18% | 増加 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +1.56% | 増加 |
| 14 | INTC | Intel CORP | +0.1% | +3.84% | 増加 |
| 15 | ADBE | Adobe INC | +0.1% | +93.26% | 増加 |
| 16 | BA | Boeing Co/the | +0.1% | +9.58% | 増加 |
| 17 | WMT | Walmart INC | +0.1% | +3.64% | 増加 |
| 18 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +26.96% | 増加 |
| 19 | MMM | 3m Co | +0.1% | +2.83% | 増加 |
| 20 | BIV | Vanguard Intermediate-term B | +0.1% | +19.75% | 増加 |
| 21 | AMZN | Amazon.com INC | +0.1% | -1.25% | 減少 |
| 22 | AAPL | Apple INC | 0% | -3.52% | 減少 |
| 23 | AGG | Ishares Core U.s. Aggregate | 0% | +6.48% | 増加 |
| 24 | VB | Vanguard Small-cap ETF | 0% | +0.00% | 増加 |
| 25 | ✓ | Cbs CORP New | -0.1% | -77.23% | 減少 |
| 26 | PPL | Ppl CORP | -0.1% | -5.69% | 減少 |
| 27 | AMAT | Applied Materials INC | -0.1% | -63.33% | 減少 |
| 28 | SNY | Sanofi-adr | -0.1% | -12.30% | 減少 |
| 29 | ✓ | -0.1% | -14.77% | 減少 | |
| 30 | BSV | Vanguard Short-term Bond ETF | -0.1% | -6.07% | 減少 |
| 31 | ✓ | Powershares Qqq Trust Ser 1 | -0.1% | -51.04% | 減少 |
| 32 | CTAS | Cintas CORP | -0.1% | -71.45% | 減少 |
| 33 | PM | Philip Morris International | -0.1% | -5.70% | 減少 |
| 34 | CELG | Celgene CORP | -0.1% | -18.20% | 減少 |
| 35 | MRK | Merck & Co. INC. | -0.2% | -8.20% | 減少 |
| 36 | DBEF | Xtrackers Msci Eafe Hedged E | -0.2% | -21.14% | 減少 |
| 37 | IVE | Ishares S&p 500 Value ETF | -0.2% | -12.95% | 減少 |
| 38 | IVV | Ishares Core S&p 500 ETF | -0.2% | -7.99% | 減少 |
| 39 | ALEX | Alexander & Baldwin INC | -0.2% | +9.54% | 増加 |
| 40 | IXUS | Ishares Core Intl Stock ETF | -0.2% | -6.01% | 減少 |
| 41 | AEP | American Electric Power Company, Inc. | -0.3% | -15.59% | 減少 |
| 42 | IVW | Ishares S&p 500 Growth ETF | -0.3% | -23.73% | 減少 |
| 43 | IEFA | Ishares Core Msci Eafe ETF | -0.6% | -38.69% | 減少 |
| 44 | SYMCEUR | Symantec CORP | — | EXIT | 全売却 |
| 45 | ISRG | Intuitive Surgical INC | — | NEW | 新規購入 |
| 46 | TTWO | Take-two Interactive Softwre | — | NEW | 新規購入 |
| 47 | MAR | Marriott International -cl A | — | NEW | 新規購入 |
| 48 | NVR | Nvr INC | — | NEW | 新規購入 |
| 49 | HST | Host Hotels & Resorts INC | — | EXIT | 全売却 |
| 50 | CL | Colgate-palmolive Co | — | EXIT | 全売却 |