CIK: 0000035527
申告総資産額
$547.2億
上位200銘柄を表示中（全2206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 | 6.41% | -0.32% | +7.22% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.70% | -0.91% | -5.22% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.28% | -1.32% | -0.97% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.05% | -0.22% | -0.79% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.75% | — | +9.63% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.33% | -0.71% | -2.49% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.91% | +0.10% | +4.13% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.82% | -0.03% | +1.50% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.56% | -1.18% | -3.33% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.50% | -0.12% | +6.59% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.46% | -0.53% | +0.32% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.39% | -0.12% | +0.98% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.32% | -0.07% | -9.40% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 1.26% | — | -0.53% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.23% | +0.11% | -0.80% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.06% | — | -8.07% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.04% | — | +4.60% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.03% | -0.06% | -11.28% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.02% | -0.42% | -3.04% | |
| 20 | INTC | Intel CORP | 株式-IT | 0.96% | — | -2.41% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.95% | — | +34.03% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.88% | +0.30% | -3.20% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 0.88% | -0.01% | +0.98% | |
| 24 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.86% | — | -7.67% | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 0.81% | — | -1.37% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.79% | — | -3.46% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.77% | — | +1.97% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.75% | — | +0.03% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.72% | — | +0.90% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.69% | -0.21% | +5.83% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.68% | -0.07% | -2.66% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.68% | +0.10% | -2.40% | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.68% | — | +1.83% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.67% | — | +0.00% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.67% | -0.01% | -4.40% | |
| 36 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.66% | — | -5.11% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.63% | — | +1.41% | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.62% | — | -2.14% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.61% | — | +0.80% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.61% | — | -1.59% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.61% | — | -4.56% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.60% | +0.14% | -1.05% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.60% | +0.19% | +0.68% | |
| 44 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.57% | — | -18.18% | |
| 45 | UNP | Union Pacific CORP | 株式-資本財 | 0.57% | — | -8.50% | |
| 46 | HON | Honeywell International INC | 株式-資本財 | 0.56% | — | +0.40% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | +0.23% | -0.90% | |
| 48 | DHR | Danaher CORP | 株式-ヘルスケア | 0.52% | — | +1.10% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.51% | -0.03% | -1.17% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | +0.06% | +2.33% |