CIK: 0000315080
申告総資産額
$19.1億
上位200銘柄を表示中（全319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 | 15.93% | -0.10% | +3.46% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.99% | -1.33% | +7.32% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.40% | +0.02% | -0.54% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.66% | — | -1.10% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 4.55% | +0.40% | +0.45% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 4.51% | — | -2.12% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 4.23% | -0.45% | -0.41% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.35% | -0.61% | -0.24% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.05% | +0.20% | -0.53% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.94% | -0.01% | +6.02% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.32% | -0.06% | -1.29% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.23% | — | +0.80% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.07% | +0.16% | +0.09% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.99% | — | — | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.96% | — | -0.49% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | -0.04% | -2.40% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.89% | +0.07% | -0.51% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | -0.04% | +0.93% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.83% | -0.07% | +0.45% | |
| 20 | HON | Honeywell International INC | 株式-資本財 | 0.82% | +0.06% | -0.29% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.80% | — | +0.02% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.80% | — | +1.61% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.77% | +0.13% | -1.48% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 0.75% | — | +1.32% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | — | +1.13% | |
| 26 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.70% | — | +5.69% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | -0.03% | -1.54% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | +0.43% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.63% | — | -0.64% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | +0.13% | -0.45% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.62% | — | +0.29% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 0.58% | — | -11.97% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.56% | -0.04% | -4.27% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | -2.40% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.54% | — | -4.66% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.52% | -0.03% | -10.52% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.51% | — | -1.49% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.45% | — | +29.61% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.45% | — | -0.83% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | -9.55% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.45% | — | +0.70% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.44% | — | -0.19% | |
| 43 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.44% | — | -10.82% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | -0.12% | +3.00% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.42% | — | -1.21% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | -1.77% | |
| 47 | TXN | Texas Instruments INC | 株式-IT | 0.35% | — | -1.65% | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.35% | — | +34.06% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.35% | -0.03% | -0.88% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.32% | +0.07% | +0.04% |
| # | 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 | +0.5% | +3.46% | 増加 |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.3% | +7.32% | 増加 |
| 3 | AAPL | Apple INC | +0.1% | -1.29% | 減少 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.93% | 増加 |
| 5 | PG | Procter & Gamble Co/the | +0.1% | -2.40% | 減少 |
| 6 | ORCL | Oracle CORP | +0.1% | +90.33% | 増加 |
| 7 | VFC | Vf CORP | +0.1% | +136.79% | 増加 |
| 8 | UNP | Union Pacific CORP | +0.1% | +34.06% | 増加 |
| 9 | MSFT | Microsoft CORP | +0.1% | -0.24% | 減少 |
| 10 | CSCO | Cisco Systems INC | +0.1% | +29.61% | 増加 |
| 11 | T | At&t INC | +0.1% | +0.70% | 増加 |
| 12 | BKNG | Booking Holdings INC | 0% | +11.96% | 増加 |
| 13 | VUG | Vanguard Growth ETF | 0% | -0.41% | 減少 |
| 14 | VTV | Vanguard Value ETF | 0% | +0.45% | 増加 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.54% | 減少 |
| 16 | VAREUR | Varian Medical Systems INC | 0% | -33.12% | 減少 |
| 17 | TRIP | Tripadvisor INC | 0% | -50.83% | 減少 |
| 18 | NFLX | Netflix INC | -0.1% | -51.15% | 減少 |
| 19 | MA | Mastercard INC - A | -0.1% | -11.97% | 減少 |
| 20 | XOM | Exxon Mobil CORP | -0.1% | -0.45% | 減少 |
| 21 | AMGN | Amgen INC | -0.1% | -29.99% | 減少 |
| 22 | PGR | Progressive CORP | -0.1% | -78.02% | 減少 |
| 23 | WEN | Wendy's Co/the | -0.1% | -74.57% | 減少 |
| 24 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | -45.66% | 減少 |
| 25 | MO | Altria Group INC | -0.1% | -15.42% | 減少 |
| 26 | AMZN | Amazon.com INC | -0.1% | -4.27% | 減少 |
| 27 | DIS | Walt Disney Co/the | -0.1% | -21.22% | 減少 |
| 28 | PSA | Public Storage | -0.1% | -60.29% | 減少 |
| 29 | JNJ | Johnson & Johnson | -0.1% | -0.51% | 減少 |
| 30 | CTSH | Cognizant Tech Solutions-a | -0.1% | -59.79% | 減少 |
| 31 | CSX | Csx CORP | -0.1% | -49.68% | 減少 |
| 32 | PFE | Pfizer INC | -0.2% | -4.66% | 減少 |
| 33 | IXUS | Ishares Core Intl Stock ETF | -0.2% | -2.12% | 減少 |
| 34 | CTXSEUR | Citrix Systems INC | — | EXIT | 全売却 |
| 35 | DFSEUR | Discover Financial Services | — | NEW | 新規購入 |
| 36 | AEP | American Electric Power Company, Inc. | — | EXIT | 全売却 |
| 37 | PCAR | Paccar INC | — | NEW | 新規購入 |
| 38 | JNJ | Johnson & Johnson | — | NEW | 新規購入 |
| 39 | TTWO | Take-two Interactive Softwre | — | NEW | 新規購入 |
| 40 | EXPD | Expeditors Intl Wash INC | — | EXIT | 全売却 |
| 41 | ORLY | O'reilly Automotive INC | — | EXIT | 全売却 |
| 42 | AN | Autonation INC | — | NEW | 新規購入 |
| 43 | EBAY | Ebay INC | — | NEW | 新規購入 |
| 44 | TWTRUSD | Twitter INC | — | NEW | 新規購入 |
| 45 | UFS | Domtar CORP | — | EXIT | 全売却 |
| 46 | EW | Edwards Lifesciences CORP | — | NEW | 新規購入 |
| 47 | COF | Capital One Financial CORP | — | EXIT | 全売却 |
| 48 | DG | Dollar General CORP | — | NEW | 新規購入 |
| 49 | GWW | Ww Grainger INC | — | EXIT | 全売却 |
| 50 | NWL | Newell Brands INC | — | NEW | 新規購入 |