CIK: 0000312272
申告総資産額
$715.9億
上位200銘柄を表示中（全2837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 | 2.92% | -0.32% | +1.57% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.16% | — | +0.07% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.82% | -0.08% | +0.54% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.56% | -0.13% | -1.94% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.52% | -0.11% | +3.73% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.33% | — | -0.36% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.31% | — | +33.29% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.25% | -0.16% | -7.63% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.21% | -0.47% | +3.00% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.21% | -0.17% | +3.92% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.15% | -0.20% | -2.63% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.11% | -0.19% | -0.58% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.97% | -0.04% | +5.59% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.97% | -0.03% | -2.33% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 0.88% | — | +2.10% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 0.88% | -0.10% | +2.02% | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.88% | — | +0.71% | |
| 18 | T | At&t INC | 株式-通信サービス | 0.85% | — | +6.15% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 0.81% | — | +5.89% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.81% | — | -0.05% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.80% | — | +6.55% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.79% | — | +0.35% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | +0.07% | -0.96% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.74% | -0.02% | +4.69% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.72% | -0.03% | +3.41% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | — | +1.31% | |
| 27 | WPC | Wp Carey INC | 株式-不動産 | 0.72% | — | -5.22% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | +0.14% | -0.35% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.64% | — | -23.40% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.63% | — | -8.77% | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.60% | — | +1.31% | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.56% | — | +3.00% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.55% | — | +9.59% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.54% | — | +2.97% | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.54% | — | +9.54% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | -0.09% | +1.16% | |
| 37 | NEE | Nextera Energy INC | 株式-公益事業 | 0.52% | — | +7.59% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.52% | — | +1.70% | |
| 39 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.50% | — | +4.83% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.49% | — | +3.06% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.49% | — | +4.54% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.48% | — | +1.90% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.48% | — | -0.90% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.48% | — | +4.31% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.46% | +0.09% | +3.59% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.45% | -0.06% | +3.27% | |
| 47 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.45% | — | +27.89% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.45% | — | +1.34% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.43% | — | +0.56% | |
| 50 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.43% | — | +18.93% |