CIK: 0000312272
申告総資産額
$715.9億
上位200銘柄を表示中（全2742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 | 2.64% | -0.32% | +3.41% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.28% | — | -2.49% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.81% | -0.08% | +4.54% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.66% | -0.13% | +1.41% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.53% | -0.11% | +7.43% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.41% | — | +2.86% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.39% | -0.16% | -34.74% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.29% | -0.17% | +4.67% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.19% | -0.20% | +5.70% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.15% | -0.19% | +0.98% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.06% | -0.47% | +1.40% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.05% | -0.03% | +10.01% | |
| 13 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.90% | — | +7.96% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.89% | +0.07% | +1.19% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 0.89% | — | +6.50% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 0.87% | -0.10% | +1.92% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.87% | -0.04% | +10.46% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.86% | — | +3.43% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | +0.14% | +3.80% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.85% | — | +3.87% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.84% | — | -2.90% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.84% | — | +27.49% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.79% | — | +2.43% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.78% | -0.03% | +5.46% | |
| 25 | WPC | Wp Carey INC | 株式-不動産 | 0.78% | — | -14.78% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.76% | — | +17.83% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.75% | -0.02% | -3.41% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.72% | — | -1.27% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.68% | — | +6.20% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.64% | — | +1.32% | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.62% | — | -4.56% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.55% | — | +3.41% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.54% | — | +24.69% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.54% | — | +3.22% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.53% | — | +14.65% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.50% | — | +3.25% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.49% | — | -0.63% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | +0.09% | +1.57% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.49% | — | +3.10% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.48% | — | +4.04% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.48% | — | -3.96% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.47% | — | +6.38% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | -0.09% | +5.46% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.46% | — | +5.96% | |
| 45 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.44% | — | -18.48% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | — | +4.91% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.44% | — | -1.19% | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.43% | — | +7.02% | |
| 49 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.43% | — | +11.76% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.42% | — | -4.99% |