CIK: 0000824325
申告総資産額
$16.9億
上位200銘柄を表示中（全319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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.61% | +0.51% | +4.22% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.59% | +0.23% | +4.48% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.08% | +0.45% | +6.28% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.38% | +0.34% | -0.27% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.35% | +0.16% | +7.74% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.32% | -0.44% | -0.19% | |
| 7 | WMT | Walmart INC | 株式-生活必需品 | 2.16% | +0.11% | -1.08% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.11% | -0.03% | -1.74% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.64% | — | -0.28% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.62% | +0.04% | -6.42% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.50% | -0.01% | +4.54% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.49% | -0.04% | -0.59% | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.47% | +0.32% | -1.52% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.41% | +0.60% | -0.42% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.32% | — | +0.61% | |
| 16 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.23% | — | +6.05% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.22% | +0.04% | -0.20% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.21% | — | +1.01% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.17% | — | +0.82% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.15% | — | -0.36% | |
| 21 | C | Citigroup INC | 株式-金融 | 1.07% | — | -0.00% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.98% | +0.10% | -10.24% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 0.89% | — | -0.25% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.87% | — | +5.52% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.87% | +0.01% | -4.87% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.86% | — | -3.62% | |
| 27 | KLAC | Kla CORP | 株式-IT | 0.85% | +0.17% | -1.24% | |
| 28 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.84% | -0.21% | -0.72% | |
| 29 | RTX | Rtx CORP | 株式-資本財 | 0.83% | +0.03% | +0.07% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | -0.30% | -0.86% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.81% | — | +0.23% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.77% | — | -18.23% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.77% | — | -11.05% | |
| 34 | AVGO | Broadcom INC | 株式-IT | 0.77% | +0.39% | -26.12% | |
| 35 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.75% | — | +0.01% | |
| 36 | PM | Philip Morris International | 株式-生活必需品 | 0.75% | — | -14.81% | |
| 37 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.71% | +0.10% | -1.14% | |
| 38 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.68% | — | +9.06% | |
| 39 | SUB | Ishares Short-term National | ETF-その他 | 0.66% | +0.10% | +27.90% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.66% | — | -3.52% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.65% | — | +9.24% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.64% | — | -0.72% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.63% | — | +0.91% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.60% | — | -0.39% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.58% | — | +5.79% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.58% | — | -34.50% | |
| 47 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.56% | — | +174.56% | |
| 48 | MDT | Medtronic plc | 株式-ヘルスケア | 0.56% | — | +3.32% | |
| 49 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.56% | — | -16.08% | |
| 50 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.55% | -0.36% | +27.36% |