CIK: 0000035442
申告総資産額
$84.6億
上位200銘柄を表示中（全546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 | 12.15% | -0.42% | +0.52% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.39% | -0.29% | +288.45% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.16% | -0.83% | -2.22% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.57% | +0.20% | -6.74% | |
| 5 | TJX | Tjx Companies INC | 株式-一般消費財 | 3.36% | +0.29% | +0.16% | |
| 6 | MRNA | Moderna INC | 株式-ヘルスケア | 3.21% | — | — | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.30% | -0.12% | -0.85% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.17% | — | -3.24% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 1.75% | -0.01% | -1.04% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.51% | +0.14% | +1.39% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.37% | — | -2.27% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.29% | -0.25% | -0.64% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.20% | — | -6.81% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.15% | — | -13.00% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.14% | — | -3.36% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.03% | — | -4.64% | |
| 17 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.98% | — | -0.53% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 0.98% | — | -0.81% | |
| 19 | INTC | Intel CORP | 株式-IT | 0.94% | — | -1.58% | |
| 20 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.90% | -0.07% | -2.38% | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.90% | +0.07% | +0.09% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.85% | -0.09% | -1.14% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | -0.11% | -0.51% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 0.79% | — | -2.35% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | -0.09% | -0.71% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.70% | — | +0.01% | |
| 27 | MTD | Mettler-toledo International | 株式-ヘルスケア | 0.70% | — | -1.87% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | -0.05% | +3.23% | |
| 29 | UNP | Union Pacific CORP | 株式-資本財 | 0.64% | — | -1.22% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.62% | — | -11.37% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | +0.35% | -3.63% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.60% | — | +0.26% | |
| 33 | CBT | Cabot CORP | 株式-素材 | 0.58% | +0.08% | -3.75% | |
| 34 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.57% | — | -2.49% | |
| 35 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.57% | — | +1.44% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | -23.60% | |
| 37 | EVEUR | Eaton Vance CORP | 株式-その他 | 0.55% | — | +0.01% | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.55% | — | -2.04% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | -1.53% | |
| 40 | ADP | Automatic Data Processing | 株式-IT | 0.52% | -0.07% | +4.01% | |
| 41 | ITW | Illinois Tool Works | 株式-資本財 | 0.51% | — | -1.22% | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.51% | — | +3.59% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.50% | — | +5.03% | |
| 44 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.48% | — | -0.39% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.48% | -0.06% | -1.64% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.48% | — | +1.19% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.45% | — | +3.02% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.45% | -0.08% | +3.28% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.44% | — | -2.19% | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.43% | — | -3.00% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +1% | +288.45% | 増加 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +0.52% | 増加 |
| 3 | AMZN | Amazon.com INC | +0.2% | -0.85% | 減少 |
| 4 | TJX | Tjx Companies INC | +0.2% | +0.16% | 増加 |
| 5 | MRNA | Moderna INC | +0.2% | — | 変化なし |
| 6 | CHD | Church & Dwight Co INC | +0.1% | -0.53% | 減少 |
| 7 | PG | Procter & Gamble Co/the | +0.1% | -2.27% | 減少 |
| 8 | TMO | Thermo Fisher Scientific INC | +0.1% | -2.38% | 減少 |
| 9 | ABT | Abbott Laboratories | +0.1% | -1.14% | 減少 |
| 10 | NKE | Nike INC -cl B | +0.1% | -2.49% | 減少 |
| 11 | HD | Home Depot INC | +0.1% | -1.04% | 減少 |
| 12 | MTD | Mettler-toledo International | +0.1% | -1.87% | 減少 |
| 13 | MCD | Mcdonald's CORP | +0.1% | +0.26% | 増加 |
| 14 | MA | Mastercard INC - A | +0.1% | +21.51% | 増加 |
| 15 | CTSH | Cognizant Tech Solutions-a | +0.1% | +22.88% | 増加 |
| 16 | UNP | Union Pacific CORP | +0.1% | -1.22% | 減少 |
| 17 | SLV | Ishares Silver Trust | +0.1% | +968.07% | 増加 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.53% | 減少 |
| 19 | NEE | Nextera Energy INC | +0.1% | +3.02% | 増加 |
| 20 | APD | Air Products & Chemicals INC | +0.1% | -3.46% | 減少 |
| 21 | DIS | Walt Disney Co/the | 0% | +0.01% | 増加 |
| 22 | LOW | Lowe's Cos INC | 0% | -1.21% | 減少 |
| 23 | VZ | Verizon Communications INC | 0% | +5.03% | 増加 |
| 24 | CMCSA | Comcast Corp-class A | 0% | -2.19% | 減少 |
| 25 | PFE | Pfizer INC | 0% | +1.19% | 増加 |
| 26 | VGT | Vanguard Info Tech ETF | 0% | +19.30% | 増加 |
| 27 | JNJ | Johnson & Johnson | 0% | +1.39% | 増加 |
| 28 | MRK | Merck & Co. INC. | 0% | +0.09% | 増加 |
| 29 | ITW | Illinois Tool Works | 0% | -1.22% | 減少 |
| 30 | C | Citigroup INC | -0.1% | -10.15% | 減少 |
| 31 | MDY | State Street Spdr S&p Midcap | -0.1% | -58.75% | 減少 |
| 32 | ✓ | -0.1% | -55.41% | 減少 | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -20.77% | 減少 |
| 34 | VNQ | Vanguard Real Estate ETF | -0.1% | -18.26% | 減少 |
| 35 | USB | US Bancorp | -0.1% | -17.35% | 減少 |
| 36 | APLSUSD | Apellis Pharmaceuticals INC | -0.1% | -3.71% | 減少 |
| 37 | RTX | Rtx CORP | -0.1% | -3.00% | 減少 |
| 38 | ABBV | Abbvie INC | -0.1% | +3.23% | 増加 |
| 39 | CVX | Chevron CORP | -0.1% | -2.52% | 減少 |
| 40 | VOO | Vanguard S&p 500 ETF | -0.2% | -23.60% | 減少 |
| 41 | MSFT | Microsoft CORP | -0.2% | -2.22% | 減少 |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | -3.24% | 減少 |
| 43 | IJR | Ishares Core S&p Small-cap E | -0.2% | -13.00% | 減少 |
| 44 | CSCO | Cisco Systems INC | -0.2% | -2.35% | 減少 |
| 45 | INTC | Intel CORP | -0.2% | -1.58% | 減少 |
| 46 | VEA | Vanguard Ftse Developed ETF | -0.2% | -6.74% | 減少 |
| 47 | XOM | Exxon Mobil CORP | -0.3% | -3.63% | 減少 |
| 48 | EFV | Ishares Msci Eafe Value ETF | -0.6% | -74.79% | 減少 |
| 49 | GSLC | Goldman Activebeta US Lc ETF | — | NEW | 新規購入 |
| 50 | MDLZ | Mondelez International Inc-a | — | NEW | 新規購入 |