CIK: 0000315080
申告総資産額
$19.1億
上位200銘柄を表示中（全235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 | 16.70% | -0.10% | +3.62% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.33% | -1.33% | +20.28% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.84% | — | -3.39% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 5.71% | -0.45% | -4.91% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.32% | +0.02% | -1.46% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 4.16% | +0.40% | +0.17% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.93% | — | +2.55% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.85% | -0.04% | +10.11% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.72% | -0.61% | -3.07% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.59% | -0.01% | +4.92% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.56% | +0.13% | -1.44% | |
| 12 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.29% | — | +874.76% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.79% | — | -0.66% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.78% | +0.20% | +0.88% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.71% | -0.06% | -1.23% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.38% | +0.16% | -1.49% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.18% | — | +0.85% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.18% | -0.02% | +886.39% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.10% | — | +5.10% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.89% | — | -4.38% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | -0.04% | -0.85% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.73% | — | -2.12% | |
| 23 | BND | Vanguard Total Bond Market | ETF-その他 | 0.71% | — | -2.00% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.65% | — | +0.04% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | -0.03% | -0.88% | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.52% | — | -3.65% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.52% | -0.04% | -0.66% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | -0.02% | -3.93% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | -0.12% | -1.77% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.48% | — | +2.89% | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 0.48% | +0.06% | -1.11% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | -0.07% | -2.29% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.38% | — | +0.49% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.38% | -0.07% | +5.23% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | -0.04% | -2.17% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | +0.07% | -13.77% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.32% | — | +38.76% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.32% | — | -1.76% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | — | -8.99% | |
| 40 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.27% | — | +3.98% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.26% | — | -0.40% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | +0.13% | +2.29% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.26% | -0.03% | -3.32% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.25% | +0.07% | -3.81% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.25% | — | -4.63% | |
| 46 | CAT | Caterpillar INC | 株式-資本財 | 0.24% | — | -0.71% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.23% | — | +4.80% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.21% | — | -8.50% | |
| 49 | BOH | Bank Of Hawaii CORP | 株式-その他 | 0.21% | — | -26.53% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.18% | -0.09% | +15.09% |