CIK: 0000036270
申告総資産額
$292.2億
上位200銘柄を表示中（全1525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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.29% | -0.01% | -4.18% | |
| 2 | PYPL | Paypal Holdings INC | 株式-金融 | 2.68% | — | -31.61% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.59% | +0.16% | -2.06% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.44% | — | +5.27% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.29% | — | -6.48% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.10% | +0.03% | +1.45% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.02% | -0.02% | +0.68% | |
| 8 | DD | DuPont de Nemours, Inc. | 株式-その他 | 2.00% | — | -2.43% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.82% | -0.08% | -7.37% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.71% | -0.15% | -1.21% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.66% | +0.24% | -1.41% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.48% | -0.65% | +2.54% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.44% | +0.31% | -11.28% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 1.38% | — | +5.39% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.34% | -0.07% | +0.31% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.24% | +0.03% | -2.41% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.23% | — | -10.31% | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.17% | — | -0.68% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.16% | -0.12% | +143.71% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.12% | -0.10% | -8.07% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | -0.11% | +0.75% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 1.02% | — | -0.60% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.97% | — | -1.50% | |
| 24 | EBAY | Ebay INC | 株式-一般消費財 | 0.95% | — | -33.28% | |
| 25 | MTB | M & T Bank CORP | 株式-金融 | 0.95% | -0.53% | -2.16% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.89% | — | +13.98% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.84% | — | -1.05% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.82% | +0.21% | -2.24% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.82% | -0.09% | +6.05% | |
| 30 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.80% | — | +3.13% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.78% | — | -3.08% | |
| 32 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.75% | — | -19.84% | |
| 33 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.75% | — | +4.97% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.71% | — | -0.60% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.67% | — | -18.71% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.65% | -0.06% | +0.64% | |
| 37 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.63% | — | +2.80% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.61% | — | -4.52% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | -0.11% | +3.14% | |
| 40 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.59% | — | -0.62% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.57% | +0.08% | +7.75% | |
| 42 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.56% | — | -2.76% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.55% | — | -2.42% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.52% | — | -0.63% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.50% | — | -2.19% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.49% | — | -1.09% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.48% | — | -1.60% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | +7.87% | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.47% | — | +4.76% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.46% | — | -9.34% |