CIK: 0000035527
申告総資産額
$547.2億
上位200銘柄を表示中（全2577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 | AAPL | Apple INC | 株式-IT | 5.02% | -0.91% | -0.77% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.24% | -1.32% | -0.31% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.77% | -0.32% | +0.33% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.44% | -1.18% | -1.46% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.42% | -1.51% | +2.22% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.08% | -0.71% | +4.87% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.97% | — | +3.89% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.74% | -0.22% | -6.93% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.54% | -0.53% | +1.24% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.52% | — | +1.80% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 1.36% | — | +1.36% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.36% | -0.12% | -1.35% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.30% | -0.07% | -15.95% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.29% | +0.10% | -7.11% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.20% | — | -0.23% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.15% | -0.21% | +0.05% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.12% | -0.92% | +4.47% | |
| 18 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.11% | — | +1.70% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.07% | -0.12% | -0.36% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.99% | -0.06% | -16.86% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.99% | +0.11% | -0.62% | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.91% | +1.71% | +0.08% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.90% | +0.26% | -0.77% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.86% | — | -3.63% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.84% | -0.07% | -0.07% | |
| 26 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.84% | — | +113.11% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.82% | -0.42% | +17.68% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | +0.23% | +1.61% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.78% | — | -1.34% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.78% | — | -6.58% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.75% | -0.03% | -1.61% | |
| 32 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.75% | — | -1.14% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | -0.11% | +4.00% | |
| 34 | MS | Morgan Stanley | 株式-金融 | 0.70% | — | +2.69% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.69% | — | -1.78% | |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.65% | — | -4.02% | |
| 37 | PANW | Palo Alto Networks INC | 株式-IT | 0.64% | — | +3.38% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.63% | — | +3.37% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.61% | +0.19% | +0.83% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | -0.01% | -1.43% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.60% | +0.30% | -8.84% | |
| 42 | CAT | Caterpillar INC | 株式-資本財 | 0.60% | -0.15% | +11.05% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.59% | — | -2.70% | |
| 44 | DHR | Danaher CORP | 株式-ヘルスケア | 0.59% | — | +1.93% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.58% | -0.01% | -0.23% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.58% | +0.01% | +6.36% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.54% | -0.03% | -3.77% | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.54% | — | -4.36% | |
| 49 | DE | Deere & Co | 株式-資本財 | 0.53% | — | +6.27% | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.53% | — | +0.72% |