CIK: 0000035442
申告総資産額
$84.6億
上位200銘柄を表示中（全817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 | 11.64% | -0.42% | +1.05% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 6.72% | -0.07% | -0.16% | |
| 3 | TJX | Tjx Companies INC | 株式-一般消費財 | 4.63% | +0.29% | +0.51% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.61% | -0.29% | -0.26% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.18% | +0.29% | -1.95% | |
| 6 | CPNG | Coupang INC | 株式-一般消費財 | 3.73% | -0.71% | -1.61% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.41% | +0.20% | -2.38% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.33% | -0.83% | +0.98% | |
| 9 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 1.87% | -0.03% | +6.82% | |
| 10 | EIPX | Ft Energy INC Partners Strat | ETF-その他 | 1.84% | +0.36% | +0.00% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.56% | -0.12% | +1.09% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.55% | -0.25% | +1.50% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.45% | — | +1.75% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.14% | -0.01% | +19.23% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.13% | — | -16.12% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.09% | -0.09% | +2.96% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.06% | — | +19.36% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 0.99% | -0.10% | +8.58% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.97% | +0.35% | +2.85% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.90% | -0.05% | +8.33% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | — | -2.92% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | — | -1.26% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.79% | -0.11% | +4.61% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 0.78% | -0.13% | +1.38% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | +0.14% | +10.88% | |
| 26 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 0.71% | -0.16% | +15.72% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.65% | -0.09% | +21.44% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | -0.08% | +4.22% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.64% | — | -8.46% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.63% | — | +0.74% | |
| 31 | CBT | Cabot CORP | 株式-素材 | 0.60% | +0.08% | +0.00% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.58% | — | +0.72% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.57% | — | +1.33% | |
| 34 | MS | Morgan Stanley | 株式-金融 | 0.56% | -0.03% | +3.25% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.54% | +0.08% | +0.99% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | +0.07% | +8.00% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.50% | -0.06% | +4.74% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.49% | — | -5.94% | |
| 39 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.49% | — | -1.93% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.47% | — | +4.77% | |
| 41 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.43% | -0.07% | -0.13% | |
| 42 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.42% | — | -3.88% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | — | -0.25% | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.41% | -0.03% | +9.97% | |
| 45 | ADP | Automatic Data Processing | 株式-IT | 0.41% | -0.07% | -0.93% | |
| 46 | KLAC | Kla CORP | 株式-IT | 0.40% | +0.12% | -1.80% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.37% | — | +2.03% | |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.37% | — | +20.48% | |
| 49 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.36% | +0.11% | -4.36% | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.33% | — | -1.80% |