CIK: 0000009634
申告総資産額
$65.4億
上位200銘柄を表示中（全905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 | 4.62% | -0.39% | -3.60% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.41% | +1.38% | +2.72% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.27% | -0.28% | +0.44% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.05% | -0.65% | +0.78% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.57% | — | +0.88% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.44% | — | +2.35% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.32% | — | -3.32% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.28% | — | +2.32% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.23% | -0.18% | +1813.99% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.22% | — | +0.58% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.20% | -0.10% | -1.03% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.09% | -0.17% | +0.77% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.07% | +0.10% | +2.42% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.01% | — | +12.97% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.01% | -0.15% | +4.27% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 0.99% | — | +0.04% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.90% | — | +1.77% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.86% | — | +4.63% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.83% | — | -2.66% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.80% | — | +1.69% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.79% | — | +1.55% | |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.77% | — | -0.87% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.74% | — | +12.77% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | -0.17% | -4.70% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.71% | — | +36.49% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.70% | — | +8.45% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.69% | — | -1.02% | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.69% | — | +1.46% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.68% | — | +2.57% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.68% | — | +21.18% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.68% | -0.27% | +0.71% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.65% | — | -2.23% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | -0.11% | -3.37% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | — | -1.15% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | +0.29% | -0.64% | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.62% | — | +1.07% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.61% | — | +0.28% | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.58% | — | +0.02% | |
| 39 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.57% | — | +1.14% | |
| 40 | UNP | Union Pacific CORP | 株式-資本財 | 0.57% | — | -3.49% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.56% | — | -1.22% | |
| 42 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.52% | — | -4.61% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.52% | — | +7.74% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.49% | +0.08% | +3.94% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.48% | -0.09% | -1.83% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | -0.20% | +2.66% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | — | +1.25% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.48% | -0.13% | +12.41% | |
| 49 | DUK | Duke Energy CORP | 株式-公益事業 | 0.48% | — | +21.70% | |
| 50 | AAON | Aaon INC | 株式-資本財 | 0.47% | — | — |