CIK: 0000009634
申告総資産額
$65.4億
上位200銘柄を表示中（全900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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.13% | -0.39% | +54.68% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.75% | +1.38% | -0.41% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.20% | — | -1.88% | |
| 4 | AAPL | Apple INC | 株式-IT | 1.89% | -0.28% | +0.55% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.53% | — | +3.38% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.47% | — | +14.31% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.43% | — | -16.49% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.35% | -0.65% | +0.26% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.12% | — | -0.77% | |
| 10 | ARLP | Alliance Resource Partners | 株式-その他 | 1.00% | — | -0.06% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.00% | -0.14% | +51.96% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.98% | -0.18% | +4.57% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.92% | — | +7.08% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 0.91% | — | -1.27% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | -0.17% | +1.88% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.86% | — | -2.69% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.85% | — | +8.91% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 0.80% | — | -1.91% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 0.77% | — | +2.66% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.74% | — | +6.35% | |
| 21 | T | At&t INC | 株式-通信サービス | 0.74% | — | +13.23% | |
| 22 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.73% | — | +1.53% | |
| 23 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.73% | — | +19.68% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.72% | — | +6.72% | |
| 25 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.69% | — | +7.90% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.66% | — | -4.34% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.65% | +0.29% | -0.53% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.61% | -0.09% | +1.50% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.60% | — | -1.51% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | -0.17% | +3.22% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.58% | — | +3.05% | |
| 32 | AMGN | Amgen INC | 株式-ヘルスケア | 0.57% | — | +3.44% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.57% | — | +0.34% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.57% | — | -2.24% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.56% | — | +6.25% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | — | +7.03% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.56% | — | -9.39% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.55% | — | -8.42% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | +0.10% | +7.79% | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.54% | — | +34.19% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.54% | — | +1.07% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | -0.11% | +2.78% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +5.79% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | -0.11% | +10.94% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.48% | — | +2.34% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.46% | — | +0.35% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.46% | -0.09% | +13.99% | |
| 48 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.46% | — | -1.23% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.44% | — | -3.47% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.44% | — | +1.74% |