CIK: 0000035527
申告総資産額
$547.2億
上位200銘柄を表示中（全2691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 | 5.28% | -0.32% | +1.54% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.97% | -0.91% | -0.70% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.84% | -1.32% | -0.30% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.27% | -1.18% | +0.55% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.27% | -0.71% | +2.11% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.01% | -0.22% | -5.23% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 1.67% | -0.12% | +0.46% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.50% | -0.53% | +0.08% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.49% | -0.07% | +9.39% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.49% | — | +2.06% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.46% | +0.10% | +1.69% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.44% | — | +23.56% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.43% | -1.51% | +0.93% | |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.39% | — | +8.61% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.32% | — | +1.28% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.25% | -0.06% | +7.82% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.18% | -0.12% | +0.99% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.11% | -0.42% | +0.27% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.05% | — | -5.19% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.04% | — | +1.21% | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 0.99% | — | -0.56% | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 0.99% | — | +1.89% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | +0.11% | +1.07% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.86% | -0.07% | +0.01% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.85% | -0.03% | +2.55% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.84% | -0.21% | +2.82% | |
| 27 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.84% | — | +1.14% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.81% | -0.03% | +0.44% | |
| 29 | NEE | Nextera Energy INC | 株式-公益事業 | 0.77% | -0.01% | +1.84% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.74% | — | -0.17% | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.70% | — | +7.63% | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 0.69% | — | +10.51% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.68% | — | +5.46% | |
| 34 | MS | Morgan Stanley | 株式-金融 | 0.68% | — | +3.21% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.67% | -0.92% | +6.76% | |
| 36 | DHR | Danaher CORP | 株式-ヘルスケア | 0.67% | — | +2.08% | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.67% | — | -0.52% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.65% | +0.30% | +9.17% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.64% | — | +4.13% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.62% | — | +0.03% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.61% | +0.19% | +0.56% | |
| 42 | ACN | Accenture plc | 株式-IT | 0.59% | — | -0.94% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.59% | +0.14% | -4.66% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.57% | -0.01% | +8.20% | |
| 45 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.54% | — | +10.86% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.52% | — | -0.82% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.52% | +0.10% | +1.93% | |
| 48 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.51% | — | +1.20% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.50% | — | -1.36% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.47% | — | +3.43% |