CIK: 0000315080
申告総資産額
$19.1億
上位200銘柄を表示中（全261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 | 21.27% | -0.10% | +0.00% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.98% | -1.33% | +0.13% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.90% | — | +16.62% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.48% | +0.02% | -4.09% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 4.50% | -0.45% | +0.74% | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 4.33% | — | +17.75% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.86% | +0.40% | +0.90% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.13% | +0.20% | +8.42% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.32% | +0.13% | +16.22% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.26% | -0.61% | -1.33% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.11% | -0.01% | -0.24% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.69% | -0.06% | -1.32% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.52% | +0.16% | +85.36% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.40% | — | +0.33% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.28% | — | +0.67% | |
| 16 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.96% | — | +29.23% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.86% | — | -1.66% | |
| 18 | BND | Vanguard Total Bond Market | ETF-その他 | 0.85% | — | +1.31% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.72% | — | +31.31% | |
| 20 | HON | Honeywell International INC | 株式-資本財 | 0.68% | +0.06% | -0.69% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | -0.04% | -2.38% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | -0.07% | +0.41% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | +0.07% | -0.71% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.63% | — | -9.19% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | -0.04% | -1.87% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | -0.03% | +0.16% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | -0.04% | -14.83% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.47% | — | -0.18% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.43% | — | -34.17% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.38% | — | -1.63% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.37% | -0.12% | -11.26% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.37% | — | -2.37% | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.35% | — | -1.97% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.35% | -0.03% | -3.73% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.34% | — | -1.49% | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.34% | — | -1.51% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.33% | — | -0.69% | |
| 38 | AMAT | Applied Materials INC | 株式-IT | 0.33% | — | +0.95% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.33% | -0.03% | -1.44% | |
| 40 | PYPL | Paypal Holdings INC | 株式-金融 | 0.33% | — | +5.42% | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.31% | — | -0.05% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.28% | — | -1.55% | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.28% | — | -2.21% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.26% | — | -2.97% | |
| 45 | BOH | Bank Of Hawaii CORP | 株式-その他 | 0.26% | — | +1.12% | |
| 46 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.26% | — | +0.60% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | — | -0.99% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.25% | +0.13% | -1.41% | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.24% | — | -0.77% | |
| 50 | MMM | 3m Co | 株式-資本財 | 0.24% | — | -0.35% |