CIK: 0000035527
申告総資産額
$547.2億
上位200銘柄を表示中（全2420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 | 5.26% | -0.32% | +1.29% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.26% | -0.91% | -1.50% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.36% | -1.32% | +3.17% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.43% | -0.71% | -0.55% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.19% | -0.22% | -0.01% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.94% | -1.18% | +0.09% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.68% | -0.53% | +0.11% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 1.56% | -0.12% | +5.12% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.49% | +0.10% | -4.63% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.37% | — | -5.55% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.35% | -0.07% | -10.24% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.29% | — | +1.67% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.28% | -0.12% | +3.88% | |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.26% | — | +13.22% | |
| 15 | MA | Mastercard INC - A | 株式-金融 | 1.21% | — | -0.90% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.19% | -0.06% | -2.24% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.13% | -0.42% | -2.82% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.09% | +0.11% | +2.53% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.07% | — | +21.17% | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 1.00% | — | +2.15% | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.99% | — | -27.84% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.98% | — | +2.22% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.97% | -0.03% | +0.19% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.89% | — | -4.73% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.88% | -0.03% | +29.33% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.78% | -0.21% | +3.37% | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 0.76% | -0.01% | +0.16% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.76% | -0.07% | -3.43% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.74% | -1.51% | +4.00% | |
| 30 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.71% | — | +5.54% | |
| 31 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.69% | — | -5.65% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.68% | — | +1.56% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.67% | +0.30% | +1.07% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 0.65% | — | +0.12% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.64% | +0.14% | +3.68% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.64% | +0.10% | +4.79% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.64% | — | +1.00% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.62% | — | +4.37% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.61% | +0.19% | -6.49% | |
| 40 | MS | Morgan Stanley | 株式-金融 | 0.61% | — | +7.92% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.60% | — | -5.64% | |
| 42 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.57% | — | +24.69% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.57% | — | +16.45% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.56% | — | +2.29% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | — | -2.12% | |
| 46 | DHR | Danaher CORP | 株式-ヘルスケア | 0.54% | — | -1.77% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.53% | -0.01% | -1.78% | |
| 48 | ACN | Accenture plc | 株式-IT | 0.53% | — | +7.04% | |
| 49 | AVGO | Broadcom INC | 株式-IT | 0.51% | -0.92% | +1.62% | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.50% | — | -5.60% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +0.2% | +29.33% | 増加 |
| 2 | JPM | Jpmorgan Chase & Co | +0.2% | +0.11% | 増加 |
| 3 | IWR | Ishares Russell Mid-cap ETF | +0.2% | +21.17% | 増加 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.09% | 増加 |
| 5 | HD | Home Depot INC | +0.2% | +5.12% | 増加 |
| 6 | BAC | Bank Of America CORP | +0.2% | +2.15% | 増加 |
| 7 | ESGD | Ishares Trust Ishares Esg Aw | +0.1% | +13.22% | 増加 |
| 8 | VXF | Vanguard Extended Market ETF | +0.1% | +24.69% | 増加 |
| 9 | MSFT | Microsoft CORP | +0.1% | +3.17% | 増加 |
| 10 | CAT | Caterpillar INC | +0.1% | +24.02% | 増加 |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.1% | -2.24% | 減少 |
| 12 | MS | Morgan Stanley | +0.1% | +7.92% | 増加 |
| 13 | CVX | Chevron CORP | +0.1% | +5.04% | 増加 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +8.59% | 増加 |
| 15 | USB | US Bancorp | +0.1% | +11.26% | 増加 |
| 16 | DE | Deere & Co | +0.1% | +12.82% | 増加 |
| 17 | DHI | Dr Horton INC | +0.1% | +64.77% | 増加 |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.1% | +1.29% | 増加 |
| 19 | INTC | Intel CORP | +0.1% | -5.64% | 減少 |
| 20 | EEM | Ishares Msci Emerging Market | +0.1% | +16.45% | 増加 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | -3.43% | 減少 |
| 22 | PNC | Pnc Financial Services Group | +0.1% | +4.24% | 増加 |
| 23 | TXN | Texas Instruments INC | +0.1% | +9.80% | 増加 |
| 24 | CVS | Cvs Health CORP | +0.1% | +43.90% | 増加 |
| 25 | SLB | Slb LTD | +0.1% | +180.50% | 増加 |
| 26 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +176.94% | 増加 |
| 27 | ITW | Illinois Tool Works | +0.1% | +11.84% | 増加 |
| 28 | WFC | Wells Fargo & Co | +0.1% | +26.73% | 増加 |
| 29 | CSCO | Cisco Systems INC | 0% | -1.78% | 減少 |
| 30 | ACN | Accenture plc | 0% | +7.04% | 増加 |
| 31 | C | Citigroup INC | 0% | -1.61% | 減少 |
| 32 | FITB | Fifth Third Bancorp | 0% | -8.24% | 減少 |
| 33 | IEFA | Ishares Core Msci Eafe ETF | 0% | +3.88% | 増加 |
| 34 | ABT | Abbott Laboratories | 0% | +1.56% | 増加 |
| 35 | VOO | Vanguard S&p 500 ETF | 0% | +1.67% | 増加 |
| 36 | UNP | Union Pacific CORP | 0% | +4.37% | 増加 |
| 37 | IWB | Ishares Russell 1000 ETF | 0% | +3.68% | 増加 |
| 38 | JNJ | Johnson & Johnson | 0% | +2.53% | 増加 |
| 39 | IQLT | Ishares Msci International Q | -0.1% | -99.80% | 減少 |
| 40 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -32.95% | 減少 |
| 41 | PANW | Palo Alto Networks INC | -0.1% | -12.75% | 減少 |
| 42 | SLV | Ishares Silver Trust | -0.1% | -24.50% | 減少 |
| 43 | TMO | Thermo Fisher Scientific INC | -0.1% | -5.65% | 減少 |
| 44 | PG | Procter & Gamble Co/the | -0.2% | -0.01% | 減少 |
| 45 | GLD | Spdr Gold Shares | -0.3% | -25.08% | 減少 |
| 46 | AMZN | Amazon.com INC | -0.3% | -0.55% | 減少 |
| 47 | OEF | Ishares S&p 100 ETF | -0.4% | -27.84% | 減少 |
| 48 | AAPL | Apple INC | -0.7% | -1.50% | 減少 |
| 49 | IVOL | Quadratic Int Rte Vol Infl H | — | NEW | 新規購入 |
| 50 | IWL | Ishares Russell Top 200 ETF | — | EXIT | 全売却 |