CIK: 0000312272
申告総資産額
$715.9億
上位200銘柄を表示中（全2788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 | 3.01% | -0.32% | +1.15% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.54% | — | +2.06% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.23% | -0.16% | +4.37% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.81% | -0.13% | -2.51% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.67% | -0.08% | +2.42% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.48% | — | -0.72% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.42% | -0.11% | +2.90% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | -0.17% | +9.29% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.22% | -0.20% | +2.07% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.21% | -0.19% | +6.09% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.08% | -0.03% | +5.47% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.00% | -0.47% | +4.06% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.92% | — | -1.46% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 0.90% | -0.10% | +3.41% | |
| 15 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.89% | — | +3.79% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.89% | +0.07% | +0.64% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.89% | +0.14% | +0.97% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.85% | — | +3.29% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.84% | — | +0.42% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.79% | — | +3.19% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.78% | — | +3.67% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 0.77% | — | +4.12% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.75% | -0.04% | +4.81% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.73% | — | +0.90% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.72% | -0.03% | +2.90% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.71% | — | -0.80% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.70% | — | +2.68% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.67% | -0.02% | +0.44% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.65% | — | +11.64% | |
| 30 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.60% | — | +0.20% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.59% | — | +5.07% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.57% | — | +42.86% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.57% | — | -1.52% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.56% | — | +18.95% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.51% | — | +97.85% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | -0.99% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.51% | — | +0.58% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.49% | — | +6.75% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.49% | — | +0.33% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | +0.09% | +0.40% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | -0.09% | +5.03% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.46% | — | +12.87% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.45% | — | +1.14% | |
| 44 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.45% | — | +1.91% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.45% | — | +1.38% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.43% | — | +3.04% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.42% | — | +5.47% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.42% | — | -0.97% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.40% | -0.07% | +9.89% | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.40% | — | +0.00% |