CIK: 0000044365
申告総資産額
$50.8億
上位200銘柄を表示中（全1226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 | AAPL | Apple INC | 株式-IT | 8.05% | -0.43% | -2.14% | |
| 2 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 3.76% | -2.06% | +2.86% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.90% | +0.26% | +16.67% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.84% | — | -3.61% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.52% | -0.54% | -0.81% | |
| 6 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 2.48% | +1.03% | +1.46% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.30% | -0.15% | -3.79% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 2.28% | -0.32% | -5.97% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.85% | — | -17.16% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.73% | +0.33% | +14.38% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.71% | +0.09% | -2.17% | |
| 12 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.65% | — | -1.67% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.50% | -0.35% | +0.00% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.39% | -0.07% | -1.87% | |
| 15 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.37% | -0.05% | -5.95% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | -0.12% | -0.95% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.22% | -0.10% | -21.30% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.20% | +0.15% | +10.30% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.09% | — | -0.30% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.08% | — | -2.06% | |
| 21 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 1.08% | — | +0.75% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.07% | -0.14% | +0.13% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.97% | — | -0.04% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.95% | — | -1.88% | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 0.94% | — | -2.06% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.94% | +0.40% | +9.42% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | — | +2.38% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.90% | — | -4.66% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.85% | -0.12% | -5.41% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.83% | +0.12% | +19.95% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.82% | +0.14% | -2.41% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.81% | +0.27% | -0.37% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.77% | +0.17% | +0.29% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | +0.08% | -1.87% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.77% | — | +5.66% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.73% | +0.06% | -4.94% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | -0.08% | +0.73% | |
| 38 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 0.69% | — | +101.82% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.62% | — | -4.79% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.61% | -0.13% | +0.10% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | -0.30% | |
| 42 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.52% | +0.05% | +62.05% | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.51% | -0.05% | +0.96% | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.51% | — | -2.18% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | -0.07% | +0.03% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.47% | — | -3.85% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.46% | — | +15.71% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.45% | — | +7.49% | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.44% | — | -1.20% | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.43% | — | +0.47% |