CIK: 0000035442
申告総資産額
$84.6億
上位200銘柄を表示中（全642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 | 12.05% | -0.42% | +7.34% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.38% | -0.83% | -1.34% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.38% | +0.29% | +10.76% | |
| 4 | TJX | Tjx Companies INC | 株式-一般消費財 | 4.33% | +0.29% | -0.03% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.26% | -0.29% | -2.48% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.16% | +0.20% | +0.92% | |
| 7 | CPNG | Coupang INC | 株式-一般消費財 | 3.62% | -0.71% | -0.65% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.95% | — | +1.10% | |
| 9 | EIPX | Ft Energy INC Partners Strat | ETF-その他 | 1.89% | +0.36% | +1.03% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.72% | — | +403.36% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.71% | -0.12% | -2.79% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.68% | -0.25% | +3.13% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.19% | -0.01% | -1.07% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.18% | — | +1.49% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.11% | +0.35% | +10.83% | |
| 16 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.04% | — | -8.26% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | -0.09% | +3.31% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.92% | — | +1.99% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.85% | — | -34.38% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.84% | -0.05% | +0.39% | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.83% | +0.07% | +0.67% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.83% | — | +4.05% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.83% | -0.11% | -2.63% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | +0.14% | -1.58% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.81% | -0.10% | -7.19% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | — | -1.96% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.80% | — | -1.28% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.79% | — | -1.82% | |
| 29 | CBT | Cabot CORP | 株式-素材 | 0.79% | +0.08% | -3.86% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.75% | -0.13% | +1.43% | |
| 31 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 0.71% | -0.03% | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | -0.19% | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.59% | -0.07% | -1.77% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | — | +36.04% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.56% | -0.08% | -2.12% | |
| 36 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.56% | — | -1.18% | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.56% | — | +3.80% | |
| 38 | MS | Morgan Stanley | 株式-金融 | 0.54% | -0.03% | -0.53% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.53% | -0.09% | -0.50% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.53% | -0.06% | +0.70% | |
| 41 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.53% | — | -1.77% | |
| 42 | KLAC | Kla CORP | 株式-IT | 0.49% | +0.12% | -3.16% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.46% | — | +1.22% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.46% | — | -2.35% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.46% | +0.09% | +1.18% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.45% | +0.08% | +2.15% | |
| 47 | ADP | Automatic Data Processing | 株式-IT | 0.42% | -0.07% | -1.65% | |
| 48 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.42% | +0.11% | -4.64% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.42% | — | -12.92% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.41% | — | -0.92% |