CIK: 0000039263
申告総資産額
$88.1億
上位200銘柄を表示中（全1216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 | 6.14% | -0.20% | -2.34% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.70% | -0.99% | +1.12% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 3.05% | -0.02% | +0.77% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.62% | -0.06% | +3.74% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.50% | -0.13% | -0.18% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.03% | -0.21% | -5.38% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.77% | +0.25% | +19.07% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.75% | +0.16% | +3.41% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.59% | — | +8.65% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.51% | -0.14% | +3.34% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.50% | -0.16% | +8.64% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.45% | -0.09% | -2.19% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.44% | — | -4.07% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.43% | — | +5.28% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.36% | — | +7.91% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.34% | -0.16% | +0.04% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.30% | -0.11% | -1.67% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.25% | -0.06% | +1134.70% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.24% | -0.15% | -0.33% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.19% | -0.32% | +1.25% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.19% | — | +1.69% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.18% | +0.14% | -1.51% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.15% | — | -1.62% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.12% | -0.08% | -0.53% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 1.12% | -0.11% | -1.24% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.08% | — | +1.08% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.04% | — | -0.23% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.90% | +0.13% | +5.17% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.86% | — | -0.13% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.86% | +0.35% | -0.48% | |
| 31 | NOW | Servicenow INC | 株式-IT | 0.83% | -0.16% | -0.55% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.76% | +0.14% | +1.36% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.69% | — | +0.66% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.67% | — | +15.17% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.61% | — | -3.01% | |
| 36 | ETN | Eaton Corporation plc | 株式-資本財 | 0.60% | — | +1.24% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.59% | -0.49% | +2.92% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | — | -8.23% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.54% | -0.18% | +2.23% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | +0.25% | -26.90% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.52% | — | +3.20% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.51% | — | +0.04% | |
| 43 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.51% | — | +6.57% | |
| 44 | AXP | American Express Co | 株式-金融 | 0.51% | -0.09% | -2.00% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.51% | -0.20% | +2.48% | |
| 46 | DHR | Danaher CORP | 株式-ヘルスケア | 0.50% | — | -1.90% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.50% | +0.16% | +0.88% | |
| 48 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.49% | — | +2.87% | |
| 49 | GLW | Corning INC | 株式-IT | 0.48% | +0.41% | +0.41% | |
| 50 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.47% | — | -4.15% |