CIK: 0000315080
申告総資産額
$19.1億
上位200銘柄を表示中（全254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 | 21.54% | -0.10% | +1.15% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.20% | -1.33% | -0.99% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.01% | — | +23.74% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.80% | +0.02% | -3.35% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 4.74% | -0.45% | +4.19% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.78% | — | -1.85% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.72% | +0.40% | -10.11% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.97% | +0.20% | +1.22% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.32% | -0.61% | -1.92% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.19% | -0.01% | +1.21% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.01% | -0.06% | -10.89% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.95% | +0.13% | +89.09% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.44% | — | +17.50% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.24% | — | -16.65% | |
| 15 | BND | Vanguard Total Bond Market | ETF-その他 | 0.94% | — | +36.34% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.91% | +0.16% | +4.94% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.91% | — | +0.22% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.78% | -0.04% | +3.27% | |
| 19 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.74% | — | +48.59% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | -0.07% | +0.14% | |
| 21 | HON | Honeywell International INC | 株式-資本財 | 0.72% | +0.06% | -0.77% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | +0.07% | -10.42% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.67% | -0.04% | -3.38% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.64% | — | — | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.63% | — | -1.02% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.60% | — | +145.01% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.59% | -0.04% | -5.06% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | -0.03% | -1.82% | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.50% | — | +6.56% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.43% | — | -8.48% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | -0.12% | -5.69% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.41% | — | -8.12% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | — | -2.56% | |
| 34 | ADBE | Adobe INC | 株式-IT | 0.39% | — | +35.84% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.38% | -0.03% | -16.76% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.36% | — | -2.88% | |
| 37 | QCOM | Qualcomm INC | 株式-IT | 0.35% | — | +30.98% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.32% | -0.03% | -4.69% | |
| 39 | PYPL | Paypal Holdings INC | 株式-金融 | 0.32% | — | +8.33% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.28% | — | -5.09% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.28% | — | -6.01% | |
| 42 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.27% | — | +168.61% | |
| 43 | TMUS | T-mobile US INC | 株式-通信サービス | 0.27% | — | -1.47% | |
| 44 | CAT | Caterpillar INC | 株式-資本財 | 0.26% | — | -3.17% | |
| 45 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.26% | — | +1.50% | |
| 46 | CRM | Salesforce INC | 株式-IT | 0.25% | — | +8.50% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | — | -5.69% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.25% | — | -7.36% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.25% | +0.07% | -4.59% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.25% | — | -18.46% |