CIK: 0000009634
申告総資産額
$65.4億
上位200銘柄を表示中（全902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 | 6.60% | -0.39% | -13.34% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.69% | -0.28% | +1.77% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.78% | -0.65% | -4.64% | |
| 4 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.29% | -0.10% | +260.06% | |
| 5 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.15% | — | +330.29% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.99% | -0.18% | -0.62% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.53% | +1.38% | -0.56% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.51% | — | -0.16% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.45% | — | +1.97% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.20% | — | -6.14% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.03% | — | -28.17% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.96% | -0.17% | +5.35% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.95% | — | -2.86% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.93% | — | +7.98% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.88% | -0.17% | +3.24% | |
| 16 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.84% | — | +294.17% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.83% | — | -0.16% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.79% | — | +0.86% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 0.79% | — | -12.52% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 0.74% | — | +2.94% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.74% | — | -0.37% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | -0.11% | -0.16% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.70% | — | +1.87% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.67% | — | +4.15% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.65% | — | +7.19% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.65% | -0.11% | -4.49% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.63% | -0.15% | +4.79% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.62% | — | +11.09% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.61% | — | +3899.30% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.61% | -0.09% | -3.54% | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.61% | — | +0.04% | |
| 32 | MMM | 3m Co | 株式-資本財 | 0.60% | — | +7.03% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.60% | — | -2.62% | |
| 34 | AVGO | Broadcom INC | 株式-IT | 0.59% | -0.27% | +9.50% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.58% | — | -1.21% | |
| 36 | TXN | Texas Instruments INC | 株式-IT | 0.58% | — | +5.89% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.58% | — | +3.09% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | -0.09% | +10.64% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.56% | — | -18.44% | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.54% | — | +99.42% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.54% | — | -9.23% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.53% | -0.20% | +295.41% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.52% | — | -2.56% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.52% | -0.14% | +0.37% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.52% | — | -1.13% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.51% | +0.10% | +4.32% | |
| 47 | AAON | Aaon INC | 株式-資本財 | 0.50% | — | — | |
| 48 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.48% | — | -26.04% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | — | +4.50% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | +5.96% |