CIK: 0000035527
申告総資産額
$547.2億
上位200銘柄を表示中（全2660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 | 5.12% | -0.32% | +2.03% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.51% | -0.91% | -1.60% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.65% | -1.32% | -0.62% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.14% | -0.22% | -1.06% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.14% | -1.18% | -0.60% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.81% | -0.71% | +1882.86% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.52% | -0.07% | -0.87% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.46% | +0.10% | +1.52% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.43% | — | +3.16% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.43% | — | +1.02% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.40% | — | -3.87% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.35% | — | +0.86% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.34% | -0.12% | -1.44% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.34% | -0.06% | +1.83% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | -0.53% | -2.12% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.24% | +0.11% | +2.31% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.21% | -0.12% | -0.69% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.21% | -0.21% | +2.57% | |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.11% | — | -16.86% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 1.10% | — | +0.90% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.00% | -0.03% | +16.92% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.98% | — | -1.67% | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 0.92% | — | +0.56% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.91% | -1.51% | -2.04% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.85% | +0.23% | +6.43% | |
| 26 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.84% | — | +1.18% | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 0.84% | -0.01% | +1.92% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.80% | -0.07% | -1.00% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.77% | — | -0.80% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.74% | — | -0.87% | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.73% | — | +3.03% | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 0.71% | — | -0.40% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.70% | -0.03% | -5.63% | |
| 34 | MS | Morgan Stanley | 株式-金融 | 0.69% | — | +0.54% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.67% | -0.92% | +3.44% | |
| 36 | DHR | Danaher CORP | 株式-ヘルスケア | 0.65% | — | -1.21% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.65% | — | +3.60% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.62% | +0.30% | +2.87% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.58% | — | -1.91% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.56% | — | +6.19% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | — | +6.75% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.55% | +0.14% | +0.88% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.55% | -0.42% | -8.26% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.53% | +0.28% | +1.34% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.52% | +0.19% | -4.97% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.51% | +0.26% | -1.28% | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.51% | — | -2.49% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.51% | — | -9.34% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.51% | — | +0.93% | |
| 50 | PNC | Pnc Financial Services Group | 株式-金融 | 0.51% | — | +6.59% |