CIK: 0000312272
申告総資産額
$715.9億
上位200銘柄を表示中（全4033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 | 4.00% | -0.32% | -0.21% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.50% | -0.47% | +1.03% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 2.44% | -0.23% | +907.46% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.44% | -0.08% | +0.59% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.93% | -0.20% | +2.60% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.70% | -0.11% | +4.42% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.64% | -0.17% | +2.62% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.28% | -0.13% | +3.97% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.25% | — | +5.23% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.09% | -0.19% | +2.58% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 1.09% | -0.10% | +3.10% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.04% | -0.16% | +2.87% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.04% | -0.02% | +1.90% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.83% | -0.04% | +2.06% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 0.83% | — | +4.91% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | -0.08% | +1.02% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.65% | — | -0.81% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.64% | -0.03% | +1.70% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.59% | — | +3.12% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | -0.09% | +1.71% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | -0.08% | +0.37% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.58% | — | -0.19% | |
| 23 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.58% | — | -1.67% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.56% | +0.08% | +2.63% | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.53% | -0.06% | +1.82% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.51% | — | -6.66% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.50% | -0.03% | +4.98% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.49% | — | -10.36% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.49% | — | +11.12% | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.48% | — | -5.92% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.47% | — | +5.05% | |
| 32 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.47% | -0.02% | +6.36% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.46% | — | +9.79% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | +2.54% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | +0.14% | +4.04% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.45% | -0.07% | +5.75% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.43% | — | -6.55% | |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.42% | — | +12.41% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.41% | — | +10.62% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | +0.07% | -0.65% | |
| 41 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.40% | — | +4.76% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.40% | — | +6.49% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | — | +1.43% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.36% | — | +5.14% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.35% | -0.06% | +0.77% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.35% | — | +2.57% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.35% | — | +10.55% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.34% | — | +7.50% | |
| 49 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.34% | — | +1.23% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.34% | +0.09% | +2.34% |