CIK: 0000035527
申告総資産額
$547.2億
上位200銘柄を表示中（全2558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 | NVDA | Nvidia CORP | 株式-IT | 5.59% | -1.51% | -0.80% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.02% | -1.32% | +0.53% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.30% | -0.91% | -1.08% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.62% | -0.32% | -0.22% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.97% | -0.71% | +1.55% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-その他 | 2.82% | — | +9.57% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 2.81% | -0.92% | -0.20% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.41% | -1.18% | -0.77% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.27% | -0.53% | +3.85% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.96% | -0.42% | +2.24% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 1.36% | — | +0.26% | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.25% | +1.71% | +2.53% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.22% | -0.22% | -2.05% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.19% | -0.12% | -1.04% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.18% | — | +2.14% | |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.05% | — | -2.22% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.04% | +0.10% | -3.08% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.01% | -0.07% | -3.36% | |
| 19 | PANW | Palo Alto Networks INC | 株式-IT | 0.97% | — | +0.57% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.94% | -0.12% | +24.18% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.93% | -0.21% | +1.00% | |
| 22 | ORCL | Oracle CORP | 株式-IT | 0.92% | — | +1.32% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.90% | -0.11% | +1.97% | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.83% | — | +3.63% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.82% | — | -7.12% | |
| 26 | BAC | Bank Of America CORP | 株式-金融 | 0.81% | — | -12.07% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.79% | +0.01% | +1.27% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.77% | +0.26% | +0.11% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.75% | -0.06% | -6.46% | |
| 30 | MS | Morgan Stanley | 株式-金融 | 0.74% | — | -0.09% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.73% | -0.07% | -2.73% | |
| 32 | CAT | Caterpillar INC | 株式-資本財 | 0.67% | -0.15% | -1.49% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.66% | — | -1.78% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.62% | — | +3.60% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.60% | -0.03% | +1.25% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.58% | +0.19% | -3.22% | |
| 37 | ETN | Eaton Corporation plc | 株式-資本財 | 0.57% | — | +8.00% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | +0.11% | -1.50% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.56% | +0.10% | +31.53% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | +0.72% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | +0.06% | +1.04% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.50% | -0.01% | +22.31% | |
| 43 | GS | Goldman Sachs Group INC | 株式-金融 | 0.50% | — | -10.40% | |
| 44 | CTAS | Cintas CORP | 株式-資本財 | 0.49% | — | +4.30% | |
| 45 | LIN | Linde plc | 株式-素材 | 0.48% | — | +1.47% | |
| 46 | NFLX | Netflix INC | 株式-通信サービス | 0.48% | — | +10.89% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.48% | — | -8.98% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.47% | -0.03% | -6.49% | |
| 49 | TSLA | Tesla INC | 株式-一般消費財 | 0.47% | -0.07% | +4.04% | |
| 50 | PNC | Pnc Financial Services Group | 株式-金融 | 0.46% | — | -2.91% |