CIK: 0000312272
申告総資産額
$715.9億
上位200銘柄を表示中（全4271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 | 3.49% | -0.32% | -8.80% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.49% | -0.08% | -4.17% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 2.44% | -0.23% | -10.72% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.03% | -0.47% | -6.53% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.63% | -0.20% | -12.62% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.58% | -0.11% | -5.39% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.45% | -0.17% | -11.86% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.42% | — | -2.53% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.15% | -0.13% | -9.24% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.13% | -0.02% | -0.73% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 1.07% | -0.10% | -3.52% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.04% | -0.16% | -9.05% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.94% | -0.08% | -9.07% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.93% | -0.19% | -12.78% | |
| 15 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.78% | -0.02% | +3.82% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.75% | -0.04% | -9.39% | |
| 17 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.72% | +0.08% | +12.76% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.71% | -0.08% | -9.44% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 0.69% | — | -17.41% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.67% | — | -3.82% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | -0.09% | -3.23% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.53% | -0.10% | -0.91% | |
| 23 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.53% | -0.06% | +1.01% | |
| 24 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.51% | — | +0.67% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.50% | -0.07% | -3.19% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.50% | -0.07% | -3.72% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.50% | -0.03% | -9.96% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.49% | — | -6.98% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.49% | -0.03% | -4.89% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.48% | — | -7.27% | |
| 31 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.48% | — | -1.28% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.45% | — | -10.79% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.45% | — | +0.09% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.45% | -0.06% | -10.98% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.42% | +0.08% | -3.22% | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.42% | — | -7.86% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.42% | — | -3.85% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.41% | — | +0.47% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.40% | — | -9.52% | |
| 40 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.38% | — | +0.60% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.38% | — | +3.67% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.38% | — | -9.60% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.37% | — | -4.23% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | +0.07% | -7.70% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.37% | — | -16.04% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.36% | — | -16.80% | |
| 47 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.36% | -0.05% | +102.50% | |
| 48 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.35% | -0.07% | -11.75% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.35% | +0.14% | -3.94% | |
| 50 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.34% | — | +21.09% |