CIK: 0000035442
申告総資産額
$84.6億
上位200銘柄を表示中（全646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 | 11.36% | -0.42% | +0.07% | |
| 2 | CPNG | Coupang INC | 株式-一般消費財 | 6.70% | -0.71% | — | |
| 3 | AAPL | Apple INC | 株式-IT | 5.27% | -0.29% | -2.55% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.09% | -0.83% | -2.33% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.66% | +0.20% | +4.68% | |
| 6 | TJX | Tjx Companies INC | 株式-一般消費財 | 3.03% | +0.29% | -0.79% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.97% | — | +1.45% | |
| 8 | MRNA | Moderna INC | 株式-ヘルスケア | 1.87% | — | +20367.64% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.82% | -0.12% | +0.23% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.75% | -0.25% | -1.02% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.44% | — | +4.66% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.43% | -0.01% | -1.26% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.24% | +0.14% | -1.05% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.18% | — | +19.20% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.00% | — | -0.98% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.95% | -0.11% | -4.97% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.95% | — | -20.48% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | -0.09% | -0.68% | |
| 19 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.85% | — | +316.57% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 0.83% | — | -0.83% | |
| 21 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.81% | -0.07% | -0.77% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.73% | -0.09% | -1.10% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 0.72% | — | -0.79% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.71% | — | +0.30% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.69% | -0.05% | -0.19% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.68% | +0.35% | -1.81% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | -0.77% | |
| 28 | MS | Morgan Stanley | 株式-金融 | 0.64% | -0.03% | -0.18% | |
| 29 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.59% | — | -1.21% | |
| 30 | MTD | Mettler-toledo International | 株式-ヘルスケア | 0.58% | — | -4.87% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | +0.07% | -0.76% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.57% | — | -12.82% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | — | -3.19% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | +1.45% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.55% | — | -2.57% | |
| 36 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.54% | — | -4.36% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.53% | — | -0.43% | |
| 38 | ADP | Automatic Data Processing | 株式-IT | 0.53% | -0.07% | -2.61% | |
| 39 | CBT | Cabot CORP | 株式-素材 | 0.50% | +0.08% | — | |
| 40 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.48% | — | -2.17% | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.48% | — | -1.85% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | -0.06% | +0.33% | |
| 43 | NEE | Nextera Energy INC | 株式-公益事業 | 0.44% | — | -0.96% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.43% | -0.08% | -1.09% | |
| 45 | UNP | Union Pacific CORP | 株式-資本財 | 0.42% | — | -2.50% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.42% | — | +0.16% | |
| 47 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.41% | +0.11% | — | |
| 48 | ITW | Illinois Tool Works | 株式-資本財 | 0.40% | — | -0.50% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.39% | — | -0.55% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.39% | — | +0.85% |