CIK: 0000312272
申告総資産額
$715.9億
上位200銘柄を表示中（全4055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 | 4.07% | -0.32% | -3.94% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.48% | -0.08% | +0.78% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.23% | -0.47% | -3.05% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.20% | -0.23% | -4.32% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.76% | -0.20% | -6.74% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.73% | -0.11% | +0.70% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.46% | -0.17% | -3.51% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.27% | — | -1.05% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.19% | -0.13% | -5.46% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | -0.19% | -6.73% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 1.08% | -0.10% | +0.76% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.07% | -0.02% | +1.97% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.96% | -0.16% | -9.47% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 0.89% | — | +3.17% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.84% | -0.04% | -1.94% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.68% | -0.03% | +1.27% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.67% | — | +0.23% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | -0.08% | -2.66% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.59% | — | -2.76% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.57% | — | -5.22% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | -0.09% | -3.99% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.55% | — | +7.47% | |
| 23 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.54% | — | -4.15% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.54% | +0.08% | -2.85% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.51% | — | -1.41% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | -0.08% | -1.39% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.50% | -0.03% | -3.30% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.50% | — | +2.34% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.50% | -0.07% | +1.33% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.49% | -0.06% | -0.99% | |
| 31 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.49% | -0.02% | +4.01% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.47% | — | -2.21% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.47% | — | +14.66% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.47% | — | +5.10% | |
| 35 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.47% | — | +12.86% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.46% | — | +8.25% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | — | -2.20% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | +0.14% | -0.19% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.44% | — | -9.06% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | +0.07% | -2.68% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | -0.57% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.42% | — | +1.70% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.42% | — | -7.45% | |
| 44 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.39% | +0.08% | +18.90% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.38% | — | +2.50% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.37% | -0.10% | -7.10% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.37% | — | -0.83% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.35% | — | -5.99% | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.35% | — | +2.50% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.35% | — | -2.80% |