CIK: 0000039263
申告総資産額
$88.1億
上位200銘柄を表示中（全1197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 | 6.40% | -0.20% | -0.55% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.51% | -0.99% | -3.52% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.15% | -0.13% | -2.41% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 2.01% | -0.02% | +10.55% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.75% | +0.16% | +2.92% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.64% | — | -0.07% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 1.56% | +0.25% | -0.27% | |
| 8 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.49% | — | +5.11% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 1.49% | -0.16% | -2.95% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.47% | -0.09% | -1.31% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.47% | -0.14% | -4.74% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.42% | -0.21% | +0.56% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.30% | +0.35% | -2.02% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 1.27% | -0.11% | -3.10% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.25% | -0.11% | -4.74% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.22% | — | -10.19% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.10% | -0.08% | -5.11% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.01% | +0.14% | +1.14% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.00% | — | +2.26% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.00% | — | -3.58% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.99% | +0.14% | -0.76% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | — | +0.94% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.95% | — | +3.70% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.93% | — | +12.87% | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 0.91% | — | -0.50% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.89% | -0.06% | +0.73% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.87% | — | +0.07% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.83% | +0.13% | -1.22% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.76% | -0.15% | -0.21% | |
| 30 | DHR | Danaher CORP | 株式-ヘルスケア | 0.76% | — | -2.12% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.75% | — | -0.60% | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.72% | — | -1.43% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | — | -21.71% | |
| 34 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.71% | — | -3.04% | |
| 35 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.70% | -0.32% | +9.57% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.67% | +0.16% | -2.16% | |
| 37 | ETN | Eaton Corporation plc | 株式-資本財 | 0.66% | — | -0.75% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | -0.16% | +20.22% | |
| 39 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 0.65% | — | +3.05% | |
| 40 | NOW | Servicenow INC | 株式-IT | 0.64% | -0.16% | -0.12% | |
| 41 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.61% | — | -3.30% | |
| 42 | CP | Canadian Pacific Kansa F | 株式-資本財 | 0.58% | — | +0.13% | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.58% | -0.18% | -0.98% | |
| 44 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.58% | — | -3.59% | |
| 45 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.55% | — | -6.20% | |
| 46 | HON | Honeywell International INC | 株式-資本財 | 0.54% | — | +3.29% | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.54% | — | +1.45% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.53% | — | +3.23% | |
| 49 | GLW | Corning INC | 株式-IT | 0.52% | +0.41% | -1.05% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.52% | — | -1.22% |