CIK: 0000009634
申告総資産額
$65.4億
上位200銘柄を表示中（全907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 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.40% | +1.38% | -10.15% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.62% | — | +1.76% | |
| 3 | AAPL | Apple INC | 株式-IT | 1.58% | -0.28% | -1.40% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.49% | — | -3.07% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.34% | — | +0.17% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.23% | -0.65% | -0.43% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.16% | — | +3.34% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.14% | -0.17% | +0.86% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.12% | +0.10% | +0.08% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.02% | — | +10.25% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.97% | — | -1.18% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.95% | — | -4.48% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.90% | — | +4.53% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 0.85% | — | -4.09% | |
| 15 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.83% | — | +0.14% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.80% | -0.18% | -2.55% | |
| 17 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.78% | — | -1.01% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.74% | -0.14% | -2.56% | |
| 19 | T | At&t INC | 株式-通信サービス | 0.73% | — | +10.89% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | -0.17% | +1.19% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | +4.15% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | — | +9.45% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.67% | — | +0.14% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.67% | — | +1.23% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.66% | — | -5.64% | |
| 26 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.65% | — | +32.62% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | +20.69% | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.64% | — | -0.83% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | +0.29% | +0.40% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.63% | — | -1.39% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.61% | -0.09% | -1.97% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.61% | — | +2.70% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | — | +3.02% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.58% | — | -8.49% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | -0.15% | -3.61% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.56% | -0.20% | -4.31% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.55% | — | +6.64% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.55% | -0.11% | +1.86% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.54% | — | +0.71% | |
| 40 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.53% | — | -4.30% | |
| 41 | MMM | 3m Co | 株式-資本財 | 0.52% | — | -3.68% | |
| 42 | EMR | Emerson Electric Co | 株式-資本財 | 0.51% | — | -4.75% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.51% | — | -3.92% | |
| 44 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.50% | — | -12.07% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.50% | — | -7.86% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.49% | -0.14% | -3.53% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.49% | — | -1.78% | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.48% | — | -3.59% | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.48% | — | +11.67% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.46% | — | +7.23% |