CIK: 0000824325
申告総資産額
$16.9億
上位200銘柄を表示中（全290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 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.57% | +0.23% | +4.64% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.48% | +0.51% | +2.57% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.59% | +0.45% | -4.56% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.36% | +0.34% | +2.68% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.22% | -0.03% | +2.54% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.20% | +0.16% | +4.75% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.04% | -0.04% | -8.77% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.87% | -0.44% | +5.22% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 1.81% | +0.11% | -0.59% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.73% | +0.04% | +3.50% | |
| 11 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.59% | — | +30.20% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 1.56% | — | +1.90% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.54% | -0.01% | +16.99% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.25% | — | +19.73% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.24% | +0.60% | +2.16% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.22% | — | +22.26% | |
| 17 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.17% | — | +1.81% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 1.16% | — | +1.47% | |
| 19 | NEE | Nextera Energy INC | 株式-公益事業 | 1.14% | — | +24.41% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.13% | — | -15.00% | |
| 21 | KLAC | Kla CORP | 株式-IT | 1.10% | +0.17% | -1.56% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.09% | — | +0.33% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.07% | +0.04% | -2.27% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 1.05% | — | +12.66% | |
| 25 | RTX | Rtx CORP | 株式-資本財 | 1.02% | +0.03% | -10.27% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.99% | — | +33.09% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.99% | — | +6.20% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.98% | — | +11.72% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.95% | -0.30% | +1.92% | |
| 30 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.95% | -0.21% | -13.85% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.94% | — | -2.52% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.91% | — | +20.99% | |
| 33 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.89% | — | +15.54% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.89% | — | -9.53% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.88% | — | -7.63% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.87% | — | -6.44% | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 0.85% | — | +0.54% | |
| 38 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.82% | — | -0.15% | |
| 39 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.82% | +0.10% | +2.46% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.81% | +0.10% | +14.88% | |
| 41 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.80% | +0.01% | -20.27% | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.79% | -0.36% | +0.99% | |
| 43 | RY | Royal Bank Of Canada | 株式-金融 | 0.77% | — | +0.23% | |
| 44 | FHI | Federated Hermes INC | 株式-金融 | 0.76% | -0.18% | -0.94% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.75% | — | -3.33% | |
| 46 | OMC | Omnicom Group | 株式-通信サービス | 0.67% | — | -17.68% | |
| 47 | FDX | Fedex CORP | 株式-資本財 | 0.66% | — | +19.44% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.60% | — | -5.80% | |
| 49 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.60% | — | -2.06% | |
| 50 | PRU | Prudential Financial INC | 株式-金融 | 0.60% | — | +5.67% |