CIK: 0000312272
申告総資産額
$715.9億
上位200銘柄を表示中（全3643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 | 5.17% | -0.32% | +0.38% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.31% | -0.47% | +2.38% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.78% | -0.08% | +1.40% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.67% | -0.20% | -0.76% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.64% | -0.11% | +3.52% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.56% | -0.17% | +2.53% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.52% | — | +4.46% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.31% | -0.13% | +0.35% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.15% | -0.16% | -0.45% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.95% | -0.19% | +1.36% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 0.89% | -0.10% | +1.03% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.83% | -0.04% | +1.73% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.83% | -0.02% | +2.72% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 0.81% | -0.23% | +2.75% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.79% | — | +1.20% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.77% | — | +2.59% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 0.76% | — | +14.77% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.73% | -0.03% | +1.06% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | +0.07% | +1.39% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | -0.08% | +1.82% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.64% | -0.10% | +6.79% | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.64% | — | +1.08% | |
| 23 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.62% | — | +0.49% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | +1.37% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.61% | — | -1.20% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.59% | -0.03% | +3.24% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | -0.08% | +2.23% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.58% | — | +3.09% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | -0.88% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | -0.09% | +3.22% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.53% | — | +1.89% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.52% | — | +5.00% | |
| 33 | NEE | Nextera Energy INC | 株式-公益事業 | 0.49% | — | +2.27% | |
| 34 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.49% | — | +34.28% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.48% | — | +4.56% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | — | +1.38% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.46% | — | +2.00% | |
| 38 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.44% | — | +1.08% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.44% | — | +5.85% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.43% | — | +1.79% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | -0.07% | -1.07% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.42% | — | +3.54% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.42% | — | +0.03% | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.41% | — | +0.92% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.40% | +0.08% | +5.05% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.39% | — | +5.56% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.39% | — | +9.48% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.38% | +0.09% | +2.17% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.38% | -0.06% | -4.04% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.38% | — | +3.95% |