CIK: 0000315080
申告総資産額
$19.1億
上位200銘柄を表示中（全250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 | 16.60% | -0.10% | -1.54% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.03% | -1.33% | +23.70% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.16% | — | -4.88% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 5.86% | -0.45% | -3.48% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.50% | +0.02% | -0.47% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 4.47% | +0.40% | -0.94% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 4.08% | — | +2.39% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.81% | +0.13% | +0.41% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.80% | -0.61% | +3.11% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.76% | -0.04% | +8.91% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.50% | -0.01% | +8.86% | |
| 12 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.92% | — | +0.47% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.91% | +0.20% | +1.80% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.50% | +0.16% | +1.20% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.50% | -0.06% | +2.52% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.30% | — | -1.38% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.12% | — | +8.55% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.00% | — | -15.87% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.92% | -0.02% | -5.50% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 0.78% | — | +0.03% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.76% | — | +4.19% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | -0.04% | +13.91% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.69% | — | — | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.59% | — | -5.71% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | -0.03% | +0.01% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | -0.07% | -1.35% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.52% | — | -4.04% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.51% | -0.12% | +5.80% | |
| 29 | HON | Honeywell International INC | 株式-資本財 | 0.50% | +0.06% | -0.45% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | +0.07% | -1.24% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.46% | -0.02% | -0.30% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.46% | -0.04% | +3.80% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.42% | — | -0.08% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | -0.04% | -0.16% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.36% | — | +380.39% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | +4.89% | |
| 37 | BOH | Bank Of Hawaii CORP | 株式-その他 | 0.33% | — | +1.01% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.33% | -0.07% | +2.21% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.30% | -0.03% | -5.81% | |
| 40 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.29% | — | +2.75% | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.28% | — | -0.89% | |
| 42 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.28% | — | -0.92% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.28% | — | +0.21% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | +0.13% | -0.78% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.27% | — | -1.11% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.25% | — | +2.55% | |
| 47 | NTRA | Natera INC | 株式-ヘルスケア | 0.25% | -0.06% | +5.06% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.24% | +0.07% | +192.78% | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.24% | — | -6.08% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.23% | — | +1.30% |