CIK: 0000044365
申告総資産額
$50.8億
上位200銘柄を表示中（全1407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 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 6.00% | -2.06% | -1.28% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.45% | -0.43% | -2.81% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.12% | +0.26% | +14.06% | |
| 4 | AVGO | Broadcom INC | 株式-IT | 3.13% | -0.35% | -3.12% | |
| 5 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 2.88% | +1.03% | +9.11% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.60% | -0.54% | -0.88% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.45% | +0.33% | +8.32% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 2.45% | -0.32% | +0.24% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.24% | -0.15% | -0.66% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.13% | -0.12% | -2.11% | |
| 11 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.94% | -0.05% | -1.58% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.92% | -0.10% | +4.73% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.75% | +0.09% | +3.05% | |
| 14 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.64% | — | -8.48% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.49% | -0.12% | -1.46% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.47% | -0.07% | -0.25% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.41% | -0.14% | -2.15% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.37% | +0.40% | +10.30% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.16% | +0.14% | -1.36% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.15% | +0.12% | +4.83% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.10% | -0.08% | -1.41% | |
| 22 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 1.07% | +0.33% | +11.60% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.05% | +0.15% | +6.74% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.05% | — | -0.91% | |
| 25 | PPLT | Abrdn Physical Platinum Shrs | ETF-コモディティ | 0.99% | +0.10% | +4.15% | |
| 26 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.94% | — | +0.03% | |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.91% | — | -16.11% | |
| 28 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 0.75% | — | +20.97% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.72% | +0.27% | +0.13% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | -3.24% | |
| 31 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.69% | +0.05% | -2.57% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.69% | -0.13% | -1.44% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | — | -4.36% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.58% | — | -3.28% | |
| 35 | FTLS | First Trust Long/short Eqty | ETF-その他 | 0.58% | +0.06% | -4.05% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | -0.07% | -1.91% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.55% | +0.17% | -1.93% | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.55% | — | +0.48% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | -0.05% | -0.01% | |
| 40 | UNP | Union Pacific CORP | 株式-資本財 | 0.52% | — | -0.42% | |
| 41 | BKAG | Bny Mellon Core Bond ETF | ETF-その他 | 0.52% | +0.05% | +12.85% | |
| 42 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.50% | — | -6.05% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | — | +0.05% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | — | +17.62% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | -0.06% | -0.79% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.47% | — | -3.13% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | +0.08% | -1.67% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.44% | — | -10.44% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.42% | — | -4.96% | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.41% | +0.06% | -1.93% |