CIK: 0000009634
申告総資産額
$65.4億
上位200銘柄を表示中（全1080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 | 7.04% | -0.39% | -0.69% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.47% | -0.13% | -5.99% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.32% | -0.28% | +0.82% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.21% | +1.38% | +0.48% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.09% | -0.65% | -2.00% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.02% | +0.10% | -1.66% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.88% | -0.19% | -4.60% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.65% | — | -1.22% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.58% | -0.18% | +6.68% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.36% | — | +0.32% | |
| 11 | AVGO | Broadcom INC | 株式-IT | 1.32% | -0.27% | +0.80% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.32% | — | -0.23% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.31% | — | +0.59% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.19% | -0.17% | +1.11% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.17% | — | +3.21% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.09% | -0.17% | +5.75% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.03% | -0.11% | -3.00% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.01% | — | +0.66% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.01% | -0.15% | +1.38% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.01% | — | -9.41% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.97% | +0.18% | +9498.27% | |
| 22 | AAON | Aaon INC | 株式-資本財 | 0.96% | — | -0.02% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.89% | — | +3.92% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.85% | — | -0.14% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.83% | -0.10% | -3.43% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.71% | +0.11% | +0.95% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.70% | — | -3.25% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.69% | -0.09% | +0.53% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | -5.54% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.65% | -0.14% | -0.40% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | — | -8.84% | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.61% | — | -1.32% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | -0.09% | +7.49% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.58% | -0.20% | -1.32% | |
| 35 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.56% | — | +1.35% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.53% | — | +5.43% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.53% | — | -0.24% | |
| 38 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.51% | — | +0.40% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | — | +2.62% | |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.48% | +0.26% | -1.12% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | -0.11% | +0.81% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | +0.29% | +16.16% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | -9.00% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.46% | — | +5.60% | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | -0.08% | +6.89% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.44% | — | +0.21% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.42% | +0.08% | +0.05% | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.40% | — | +35.77% | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.40% | — | -4.34% | |
| 50 | OKE | Oneok INC | 株式-エネルギー | 0.40% | +0.10% | -1.09% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AVEM | Avantis Emerging Markets Eq | +1% | +9498.27% | 増加 |
| 2 | NVDA | Nvidia CORP | +0.9% | -4.60% | 減少 |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.5% | -1.66% | 増加 |
| 4 | AVGO | Broadcom INC | +0.5% | +0.80% | 減少 |
| 5 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.4% | +35.77% | 増加 |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.4% | -1.12% | 増加 |
| 7 | MSFT | Microsoft CORP | +0.4% | -2.00% | 減少 |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | +5.75% | 増加 |
| 9 | VOO | Vanguard S&p 500 ETF | +0.3% | -5.99% | 増加 |
| 10 | SPG | Simon Property Group INC | +0.2% | -0.58% | 増加 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.38% | 減少 |
| 12 | VUG | Vanguard Growth ETF | +0.2% | -3.00% | 増加 |
| 13 | IWB | Ishares Russell 1000 ETF | +0.2% | -0.69% | 増加 |
| 14 | ANET | Arista Networks INC | +0.2% | +26.67% | 増加 |
| 15 | TSLA | Tesla INC | +0.2% | +6.89% | 増加 |
| 16 | ORCL | Oracle CORP | +0.1% | +14.11% | 増加 |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.21% | 増加 |
| 18 | IBM | Intl Business Machines CORP | +0.1% | +2.87% | 増加 |
| 19 | LAZ | Lazard INC | +0.1% | +3.84% | 増加 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +1.11% | 増加 |
| 21 | EXE | Expand Energy CORP | +0.1% | +1.64% | 増加 |
| 22 | WMB | Williams Cos INC | +0.1% | +12.36% | 増加 |
| 23 | MU | Micron Technology INC | +0.1% | +20.23% | 増加 |
| 24 | MTG | Mgic Investment CORP | +0.1% | +28.12% | 増加 |
| 25 | V | Visa Inc-class A Shares | +0.1% | +7.49% | 増加 |
| 26 | GEV | GE Vernova INC | +0.1% | +7.88% | 減少 |
| 27 | BKR | Baker Hughes Co | +0.1% | +54.35% | 増加 |
| 28 | MPC | Marathon Petroleum CORP | +0.1% | +15.64% | 増加 |
| 29 | EVR | Evercore INC - A | +0.1% | -3.49% | 増加 |
| 30 | MPWR | Monolithic Power Systems INC | +0.1% | +105.37% | 増加 |
| 31 | AMZN | Amazon.com INC | +0.1% | +6.68% | 増加 |
| 32 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.66% | 増加 |
| 33 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.53% | 増加 |
| 34 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.59% | 増加 |
| 35 | META | Meta Platforms Inc-class A | +0.1% | +3.92% | 減少 |
| 36 | VTV | Vanguard Value ETF | +0.1% | +2.31% | 増加 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.23% | 増加 |
| 38 | AAON | Aaon INC | 0% | -0.02% | 変化なし |
| 39 | AAPL | Apple INC | 0% | +0.82% | 増加 |
| 40 | EFA | Ishares Msci Eafe ETF | 0% | +0.32% | 減少 |
| 41 | PEG | Public Service Enterprise Gp | -0.1% | -21.79% | 減少 |
| 42 | PRU | Prudential Financial INC | -0.2% | -23.98% | 減少 |
| 43 | PEP | Pepsico INC | -0.2% | -2.20% | 減少 |
| 44 | OKE | Oneok INC | -0.3% | -1.09% | 減少 |
| 45 | CTRA | Coterra Energy INC | -0.3% | -9.72% | 減少 |
| 46 | UNH | Unitedhealth Group INC | -0.3% | -8.53% | 減少 |
| 47 | IJR | Ishares Core S&p Small-cap E | -0.4% | -9.41% | 減少 |
| 48 | IJH | Ishares Core S&p Midcap ETF | -0.5% | -1.22% | 減少 |
| 49 | XOM | Exxon Mobil CORP | -0.8% | +0.48% | 増加 |
| 50 | DFSEUR | Discover Financial Services | — | EXIT | 全売却 |