CIK: 0000035442
申告総資産額
$84.6億
上位200銘柄を表示中（全477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 | 8.37% | -0.42% | +5.87% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 5.96% | — | +26.70% | |
| 3 | TJX | Tjx Companies INC | 株式-一般消費財 | 3.50% | +0.29% | -7.54% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.12% | +0.20% | +31.95% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.04% | -0.29% | -2.04% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.85% | — | +2.55% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.83% | -0.83% | -3.22% | |
| 8 | MRNA | Moderna INC | 株式-ヘルスケア | 2.36% | — | — | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.31% | — | -3.36% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.83% | +0.35% | -1.50% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.55% | +0.14% | +0.22% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.48% | -0.12% | -0.62% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.38% | -0.01% | -0.09% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 1.37% | — | -2.62% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.24% | — | -3.22% | |
| 16 | CBT | Cabot CORP | 株式-素材 | 1.23% | +0.08% | -9.00% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.17% | -0.25% | -0.72% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.12% | — | +25.35% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.12% | — | -11.29% | |
| 20 | INTC | Intel CORP | 株式-IT | 1.08% | — | -2.69% | |
| 21 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.00% | — | -2.36% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.98% | — | +0.63% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.97% | +0.07% | -1.37% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.89% | — | +28.42% | |
| 25 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.87% | — | -7.01% | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.84% | — | -5.48% | |
| 27 | UTXZ | United Tech CORP | 株式-その他 | 0.83% | — | -2.50% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | -0.09% | -0.53% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.76% | -0.09% | -3.45% | |
| 30 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 0.75% | — | -8.00% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | -0.11% | -2.90% | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 0.70% | — | -0.59% | |
| 33 | MTD | Mettler-toledo International | 株式-ヘルスケア | 0.69% | — | -3.82% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.69% | +0.09% | -1.32% | |
| 35 | ADP | Automatic Data Processing | 株式-IT | 0.68% | -0.07% | -3.09% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.67% | — | -11.21% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.67% | — | +1.40% | |
| 38 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.65% | -0.07% | +0.51% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.64% | — | -9.08% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.64% | — | +0.88% | |
| 41 | EVEUR | Eaton Vance CORP | 株式-その他 | 0.63% | — | — | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.62% | -0.05% | -3.29% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.61% | — | -1.18% | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.59% | — | -5.26% | |
| 45 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.52% | +0.11% | -0.01% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | -0.26% | |
| 47 | USB | US Bancorp | 株式-金融 | 0.50% | — | -1.69% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.50% | — | -8.06% | |
| 49 | ITW | Illinois Tool Works | 株式-資本財 | 0.49% | — | -8.70% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.48% | — | -0.80% |