CIK: 0000039263
申告総資産額
$88.1億
上位200銘柄を表示中（全1106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 | 5.30% | -0.20% | +18.40% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.96% | -0.99% | +7.78% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.87% | -0.13% | +21.63% | |
| 4 | CVX | Chevron CORP | 株式-エネルギー | 1.80% | +0.25% | -2.53% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.66% | — | +9.92% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.63% | +0.16% | +12.90% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 1.62% | -0.02% | +15.88% | |
| 8 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.52% | — | +7.49% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 1.51% | — | +3.94% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.50% | -0.14% | +13.24% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.48% | -0.16% | +6.15% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.40% | +0.35% | -0.28% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.32% | -0.09% | +6.03% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 1.30% | -0.11% | +2.55% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.29% | -0.21% | +0.13% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.24% | -0.08% | +8.33% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.21% | — | +12.38% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.19% | +0.14% | +8.61% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.17% | -0.11% | +4.36% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.02% | — | +36.14% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.99% | — | +17.17% | |
| 22 | UNP | Union Pacific CORP | 株式-資本財 | 0.99% | — | +7.63% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.98% | — | +9.65% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.97% | — | +8.83% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.96% | +0.14% | +5.48% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.93% | — | +7.27% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.89% | — | +16.21% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.87% | +0.13% | +12.87% | |
| 29 | DHR | Danaher CORP | 株式-ヘルスケア | 0.85% | — | +4.06% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.85% | -0.15% | +7.27% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.76% | — | +39.71% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.75% | +0.16% | +6.19% | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.75% | — | +64.97% | |
| 34 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.73% | — | +6.84% | |
| 35 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.65% | — | +19.82% | |
| 36 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 0.64% | — | +15.91% | |
| 37 | ETN | Eaton Corporation plc | 株式-資本財 | 0.64% | — | +11.94% | |
| 38 | COP | Conocophillips | 株式-エネルギー | 0.62% | — | +17.45% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.61% | -0.32% | +42.33% | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.61% | — | +16.84% | |
| 41 | CFR | Cullen/frost Bankers INC | 株式-金融 | 0.61% | — | -67.05% | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.61% | — | +10.22% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.60% | -0.49% | +57.27% | |
| 44 | CP | Canadian Pacific Kansa F | 株式-資本財 | 0.59% | — | +6.19% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.59% | — | +25.03% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.58% | — | +12.72% | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.57% | — | +15.55% | |
| 48 | NOW | Servicenow INC | 株式-IT | 0.56% | -0.16% | +1.38% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.55% | — | +36.84% | |
| 50 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.55% | — | +3.25% |