CIK: 0000312272
申告総資産額
$715.9億
上位200銘柄を表示中（全3900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 | 4.25% | -0.32% | +0.16% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.47% | -0.08% | +3.20% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.38% | -0.47% | +2.86% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.86% | -0.20% | +7.04% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.67% | -0.11% | +7.58% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.44% | -0.17% | +0.42% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.31% | — | +1.08% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.17% | -0.13% | +2.33% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.12% | -0.23% | +3.21% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.06% | -0.16% | +2.64% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.04% | -0.19% | +2.19% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.01% | -0.10% | +6.29% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.99% | -0.02% | +3.69% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 0.86% | — | +0.25% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.86% | -0.04% | +3.29% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.71% | -0.03% | +1.34% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.69% | — | -0.90% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | -0.08% | +2.05% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.63% | — | +2.19% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.63% | — | +0.66% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.58% | — | -6.12% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | -0.09% | -0.74% | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.55% | — | +2.26% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.55% | — | +0.72% | |
| 25 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.54% | — | +9.87% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.52% | -0.03% | +2.38% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | -0.08% | +2.52% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | +0.07% | -1.20% | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.50% | — | -1.15% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.50% | — | -0.33% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.48% | — | -3.07% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.47% | -0.10% | +0.99% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.47% | +0.08% | +3.29% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | +0.14% | +4.96% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | +0.72% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | — | -1.27% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.43% | — | -1.25% | |
| 38 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.40% | -0.02% | +20.53% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.39% | -0.06% | +1.83% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.39% | — | -2.91% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.38% | — | +1.81% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.38% | — | +1.90% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.38% | -0.06% | +5.18% | |
| 44 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.38% | — | +30.57% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.37% | — | -6.44% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.37% | — | +4.73% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.37% | — | +4.91% | |
| 48 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.36% | — | +16.03% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | +0.09% | +8.63% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.36% | — | -0.42% |