CIK: 0000035442
申告総資産額
$84.6億
上位200銘柄を表示中（全464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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.28% | -0.42% | +1.55% | |
| 2 | TJX | Tjx Companies INC | 株式-一般消費財 | 4.20% | +0.29% | -0.01% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.88% | -0.29% | -2.31% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.46% | — | +218.41% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.98% | -0.83% | -1.72% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.42% | — | +47.33% | |
| 7 | CBT | Cabot CORP | 株式-素材 | 2.27% | +0.08% | — | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.14% | — | +184.93% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.07% | +0.35% | -1.50% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.70% | -0.12% | -2.98% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.64% | +0.14% | -1.04% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.57% | -0.01% | -0.86% | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 1.33% | — | -0.84% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.27% | -0.25% | -1.41% | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.23% | — | -11.55% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.19% | — | -2.21% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.10% | — | -0.22% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.08% | — | -3.36% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.08% | — | -1.77% | |
| 20 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 1.02% | — | -2.69% | |
| 21 | INTC | Intel CORP | 株式-IT | 1.00% | — | +0.03% | |
| 22 | UTXZ | United Tech CORP | 株式-その他 | 0.97% | — | -1.04% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | -0.09% | -0.30% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.91% | +0.07% | -1.12% | |
| 25 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.90% | — | -2.26% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.86% | — | +54.78% | |
| 27 | EVEUR | Eaton Vance CORP | 株式-その他 | 0.86% | — | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.82% | — | +2.04% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.80% | -0.05% | -3.03% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.79% | -0.11% | -3.18% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.76% | -0.09% | -1.23% | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 0.74% | — | -2.26% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.72% | +0.09% | -0.18% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.70% | — | +1.35% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.70% | — | -1.78% | |
| 36 | ADP | Automatic Data Processing | 株式-IT | 0.69% | -0.07% | -1.42% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.68% | — | +0.18% | |
| 38 | MMM | 3m Co | 株式-資本財 | 0.67% | — | -1.62% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.66% | — | +0.01% | |
| 40 | MTD | Mettler-toledo International | 株式-ヘルスケア | 0.65% | — | -3.11% | |
| 41 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.61% | -0.07% | -1.26% | |
| 42 | USB | US Bancorp | 株式-金融 | 0.59% | — | -1.15% | |
| 43 | STT | State Street CORP | 株式-金融 | 0.58% | — | -2.91% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | -1.51% | |
| 45 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.57% | — | -4.35% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.56% | — | +2.19% | |
| 47 | ITW | Illinois Tool Works | 株式-資本財 | 0.56% | — | -0.49% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.55% | — | -5.08% | |
| 49 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.54% | — | -0.93% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.53% | — | -0.43% |