CIK: 0000044365
申告総資産額
$50.8億
上位200銘柄を表示中（全1409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 | 7.08% | -0.43% | -2.88% | |
| 2 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 4.19% | -2.06% | -1.76% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.61% | +0.26% | +9.96% | |
| 4 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 2.79% | +1.03% | -1.46% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.74% | -0.54% | -2.45% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 2.46% | -0.32% | -5.02% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.33% | -0.15% | +0.50% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 2.28% | -0.35% | -3.79% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.26% | +0.33% | +4.60% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.02% | -0.12% | +893.14% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.77% | -0.10% | +7.48% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.73% | -0.12% | -2.04% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.62% | +0.09% | -0.59% | |
| 14 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.62% | — | -2.66% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.46% | -0.07% | +0.64% | |
| 16 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.41% | -0.05% | -1.26% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.40% | -0.14% | -1.84% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.25% | — | -39.15% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.09% | +0.15% | -0.08% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.05% | +0.12% | -3.00% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.01% | — | +0.26% | |
| 22 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.99% | — | -5.34% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.99% | +0.40% | -6.93% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.99% | -0.13% | -2.58% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.98% | — | -2.40% | |
| 26 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.97% | — | -22.06% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.94% | — | +10.08% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.92% | +0.27% | +20.61% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.90% | — | +0.21% | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.89% | — | -0.50% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.88% | +0.14% | -1.56% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | -0.08% | +0.43% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.81% | — | -0.82% | |
| 34 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 0.75% | — | +6.46% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | +0.17% | +1.96% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.63% | +0.06% | -1.38% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.62% | — | -0.73% | |
| 38 | FTLS | First Trust Long/short Eqty | ETF-その他 | 0.61% | +0.06% | +7.88% | |
| 39 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.60% | — | — | |
| 40 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.56% | +0.05% | +4.55% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.55% | — | +4.51% | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.51% | — | -1.38% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | -0.07% | +1.97% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | +0.08% | -9.73% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.49% | +0.05% | +2.58% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.49% | — | -0.71% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | — | +19.15% | |
| 48 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 0.44% | +0.33% | +14.12% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.44% | — | +0.17% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.43% | -0.06% | -2.57% |