CIK: 0000036270
申告総資産額
$292.2億
上位200銘柄を表示中（全1733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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.39% | -0.08% | -9.68% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.74% | — | -1.51% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.33% | +0.31% | +0.31% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.30% | — | -1.89% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.24% | -0.01% | -0.46% | |
| 6 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 2.19% | — | -0.97% | |
| 7 | PYPL | Paypal Holdings INC | 株式-金融 | 1.97% | — | — | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.84% | +0.24% | +6.26% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.62% | -0.15% | -5.86% | |
| 10 | EBAY | Ebay INC | 株式-一般消費財 | 1.55% | — | +301.39% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.52% | — | -9.85% | |
| 12 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.43% | — | +1.73% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.25% | — | -13.15% | |
| 14 | MTB | M & T Bank CORP | 株式-金融 | 1.17% | -0.53% | +0.03% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.08% | -0.10% | -9.19% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.02% | -0.11% | +6.86% | |
| 17 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.00% | — | -2.43% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.00% | -0.07% | -11.97% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.98% | — | -20.96% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.96% | +0.03% | -3.33% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.91% | — | +1.07% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.91% | — | -3.47% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | — | +9.99% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.85% | — | -5.62% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.84% | — | +14.07% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.78% | -0.65% | +20.49% | |
| 27 | COP | Conocophillips | 株式-エネルギー | 0.77% | +0.15% | +3.83% | |
| 28 | WFC | Wells Fargo & Co | 株式-金融 | 0.76% | — | +11.59% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.76% | +0.21% | -6.06% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.69% | — | +4.55% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.69% | — | +6.21% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.59% | — | +2.56% | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.59% | — | -19.53% | |
| 34 | VFH | Vanguard Financials ETF | ETF-その他 | 0.57% | — | -21.47% | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.57% | — | +2.31% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.56% | -0.02% | +1.85% | |
| 37 | IBM | Intl Business Machines CORP | 株式-IT | 0.56% | -0.05% | +0.86% | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.56% | — | -4.69% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.55% | — | -1.95% | |
| 40 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.53% | — | -8.56% | |
| 41 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.53% | — | +1.35% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.52% | +0.08% | +8.43% | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.51% | — | +0.74% | |
| 44 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.50% | — | +638.22% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | — | -2.18% | |
| 46 | PSX | Phillips 66 | 株式-エネルギー | 0.49% | +0.10% | +0.24% | |
| 47 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.48% | — | +4.30% | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.48% | — | -7.40% | |
| 49 | INTC | Intel CORP | 株式-IT | 0.48% | — | +6.13% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.47% | — | +0.09% |