CIK: 0000035527
申告総資産額
$547.2億
上位200銘柄を表示中（全2294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 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.41% | — | +10.06% | |
| 2 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.40% | -0.22% | -1.94% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.25% | -0.32% | +2.53% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.35% | -0.91% | -0.18% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.82% | -0.03% | +4.45% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.77% | -0.07% | +2.01% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.73% | -1.32% | +0.32% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.67% | +0.30% | -4.39% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.65% | +0.10% | -1.35% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.63% | -0.53% | +0.68% | |
| 11 | UBS | UBS Group AG | 株式-金融 | 1.60% | — | -19.99% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.36% | +0.14% | -4.59% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.36% | -0.12% | +5.15% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.33% | +0.11% | +0.09% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.29% | -0.06% | +2.24% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.19% | +0.26% | -1.21% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.14% | -1.18% | -0.94% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.09% | -0.42% | +3.05% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.99% | — | -0.58% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.96% | -0.71% | +2.60% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 0.95% | — | +4.44% | |
| 22 | INTC | Intel CORP | 株式-IT | 0.93% | — | -0.72% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.90% | -0.12% | +35.89% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.88% | -0.21% | -4.96% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.88% | — | +11.56% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.86% | +0.23% | +1.66% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 0.81% | — | +9.84% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.78% | — | +11.65% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.78% | — | -2.07% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.75% | — | -1.63% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.71% | — | +0.75% | |
| 32 | USB | US Bancorp | 株式-金融 | 0.69% | — | -2.10% | |
| 33 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.67% | — | +0.94% | |
| 34 | AVGO | Broadcom Inc. | 株式-IT | 0.67% | — | +27.95% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.67% | -0.03% | -1.31% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | -0.07% | -0.73% | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.65% | — | -2.46% | |
| 38 | HON | Honeywell International INC | 株式-資本財 | 0.64% | — | +1.95% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.63% | — | +3.61% | |
| 40 | C | Citigroup INC | 株式-金融 | 0.63% | — | +13.81% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.59% | -0.01% | +1.17% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.59% | — | -0.28% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | — | -0.24% | |
| 44 | CELG | Celgene CORP | 株式-その他 | 0.58% | — | -7.65% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | — | -4.57% | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.56% | — | -4.74% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.56% | — | -9.38% | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.54% | — | -0.78% | |
| 49 | DTH | Wisdomtree International Hig | ETF-その他 | 0.54% | — | +13.08% | |
| 50 | T | At&t INC | 株式-通信サービス | 0.53% | — | -1.99% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IGF | Ishares Global Infrastructur | +0.3% | +575129.33% | 増加 |
| 2 | SCHP | Schwab U.s. Tips ETF | +0.2% | +478.76% | 増加 |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +35.89% | 増加 |
| 4 | HD | Home Depot INC | +0.2% | +5.15% | 増加 |
| 5 | VNQ | Vanguard Real Estate ETF | +0.2% | +10.06% | 増加 |
| 6 | MSFT | Microsoft CORP | +0.2% | +0.32% | 増加 |
| 7 | AMZN | Amazon.com INC | +0.2% | +2.60% | 増加 |
| 8 | AVGO | Broadcom Inc. | +0.2% | +27.95% | 増加 |
| 9 | BAC | Bank Of America CORP | +0.1% | +4.44% | 増加 |
| 10 | GLD | Spdr Gold Shares | +0.1% | +42.25% | 増加 |
| 11 | INTC | Intel CORP | +0.1% | -0.72% | 減少 |
| 12 | IEMG | Ishares Core Msci Emerging | +0.1% | +33.15% | 増加 |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.53% | 増加 |
| 14 | FDX | Fedex CORP | +0.1% | +24.41% | 増加 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +0.68% | 増加 |
| 16 | MPC | Marathon Petroleum CORP | +0.1% | +43.14% | 増加 |
| 17 | AAPL | Apple INC | +0.1% | -0.18% | 減少 |
| 18 | EEM | Ishares Msci Emerging Market | +0.1% | +11.56% | 増加 |
| 19 | MA | Mastercard INC - A | +0.1% | +9.84% | 増加 |
| 20 | LRCXEUR | Lam Research CORP | +0.1% | +80.80% | 増加 |
| 21 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +11.65% | 増加 |
| 22 | BLKCHF | Blackrock INC | +0.1% | +32.62% | 増加 |
| 23 | BA | Boeing Co/the | +0.1% | +0.75% | 増加 |
| 24 | GS | Goldman Sachs Group INC | +0.1% | +86.88% | 増加 |
| 25 | C | Citigroup INC | +0.1% | +13.81% | 増加 |
| 26 | WMT | Walmart INC | +0.1% | +8.35% | 増加 |
| 27 | UNP | Union Pacific CORP | +0.1% | +3.87% | 増加 |
| 28 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +2.01% | 増加 |
| 29 | CSCO | Cisco Systems INC | +0.1% | +1.17% | 増加 |
| 30 | MCD | Mcdonald's CORP | +0.1% | +3.61% | 増加 |
| 31 | DTH | Wisdomtree International Hig | +0.1% | +13.08% | 増加 |
| 32 | VEA | Vanguard Ftse Developed ETF | 0% | +4.45% | 増加 |
| 33 | UNH | Unitedhealth Group INC | 0% | -0.24% | 減少 |
| 34 | JNJ | Johnson & Johnson | 0% | +0.09% | 増加 |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | -0.94% | 減少 |
| 36 | CVX | Chevron CORP | 0% | +1.66% | 増加 |
| 37 | META | Meta Platforms Inc-class A | 0% | +3.05% | 増加 |
| 38 | IJR | Ishares Core S&p Small-cap E | — | +2.24% | 増加 |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.35% | 減少 |
| 40 | ALK | Alaska Air Group INC | -0.1% | -98.92% | 減少 |
| 41 | ATVIEUR | Activision Blizzard INC | -0.1% | -78.43% | 減少 |
| 42 | MRK | Merck & Co. INC. | -0.1% | -7.41% | 減少 |
| 43 | WBA | Walgreens Boots Alliance INC | -0.1% | -16.52% | 減少 |
| 44 | SLB | Slb LTD | -0.1% | -16.61% | 減少 |
| 45 | GILD | Gilead Sciences INC | -0.2% | -11.65% | 減少 |
| 46 | TIP | Ishares Tips Bond ETF | -0.2% | -38.86% | 減少 |
| 47 | ✓ | -0.2% | -55.18% | 減少 | |
| 48 | CELG | Celgene CORP | -0.4% | -7.65% | 減少 |
| 49 | AEP | American Electric Power Company, Inc. | -0.4% | -28.29% | 減少 |
| 50 | UBS | UBS Group AG | -0.6% | -19.99% | 減少 |