CIK: 0000315080
申告総資産額
$19.1億
上位200銘柄を表示中(全324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 | 11.91% | -0.10% | -0.27% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.02% | -1.33% | +6.63% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.11% | +0.02% | -1.27% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 4.36% | +0.40% | +0.63% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.33% | — | +19.18% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 3.98% | -0.45% | -3.72% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.60% | — | -5.16% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.03% | -0.01% | +21.42% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.67% | -0.61% | -1.83% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.48% | — | -1.50% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.47% | -0.06% | -5.92% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.31% | — | +0.68% | |
| 13 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.30% | — | -13.54% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.27% | — | -1.76% | |
| 15 | BND | Vanguard Total Bond Market | ETF-その他 | 1.23% | — | +5.98% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.13% | +0.16% | — | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.10% | — | +1.69% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.07% | — | -31.00% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.05% | +0.07% | -1.31% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.03% | — | +23.39% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.97% | +0.20% | +0.43% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.86% | -0.03% | +0.47% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.81% | -0.03% | +1.06% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | -0.04% | -2.95% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.76% | — | -3.20% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.75% | +0.13% | -1.02% | |
| 27 | HON | Honeywell International INC | 株式-資本財 | 0.72% | +0.06% | -3.91% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | -0.04% | -4.47% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.67% | — | -6.93% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.65% | — | -2.98% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.62% | — | +3.53% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.61% | — | -2.76% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.60% | — | -4.35% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.59% | — | -2.04% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | — | +2.52% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | — | -5.31% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | -0.07% | +2.36% | |
| 38 | MO | Altria Group INC | 株式-生活必需品 | 0.51% | — | -3.01% | |
| 39 | PM | Philip Morris International | 株式-生活必需品 | 0.51% | — | -9.20% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.48% | — | -0.38% | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.48% | — | +14.86% | |
| 42 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.48% | — | +31.19% | |
| 43 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.47% | — | -1.58% | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.45% | — | -0.50% | |
| 45 | INTC | Intel CORP | 株式-IT | 0.45% | — | -3.31% | |
| 46 | ALEX | Alexander & Baldwin INC | 株式-その他 | 0.44% | — | +30.47% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.43% | — | +1.01% | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.43% | — | +9.61% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.42% | — | +1.47% | |
| 50 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.42% | — | -2.15% |