CIK: 0000036270
申告総資産額
$292.2億
上位200銘柄を表示中（全1503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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.67% | +0.16% | — | |
| 2 | PYPL | Paypal Holdings INC | 株式-金融 | 2.93% | — | -32.01% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.76% | +0.03% | — | |
| 4 | AAPL | Apple INC | 株式-IT | 2.60% | -0.15% | -1.70% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.58% | -0.01% | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.29% | -0.65% | +0.38% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.08% | — | — | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.01% | -0.07% | — | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.94% | -0.02% | — | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 1.83% | — | — | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.77% | -0.08% | — | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.74% | — | -19.82% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.71% | +0.24% | -1.75% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.45% | -0.12% | — | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.15% | — | +0.51% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.14% | -0.09% | +6.80% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | -0.11% | -0.46% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.11% | -0.10% | -1.61% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.09% | — | -1.02% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.08% | — | — | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.04% | +0.03% | — | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.99% | — | +1.15% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.91% | — | — | |
| 24 | EBAY | Ebay INC | 株式-一般消費財 | 0.90% | — | -32.70% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.82% | -0.06% | +4.99% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.77% | — | -0.85% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.76% | — | -77.13% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | -1.72% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.71% | — | — | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.71% | -0.11% | -40.31% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | +0.31% | -6.53% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.66% | — | — | |
| 33 | T | At&t INC | 株式-通信サービス | 0.66% | +0.08% | +0.99% | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.65% | — | — | |
| 35 | MTB | M & T Bank CORP | 株式-金融 | 0.64% | -0.53% | -1.97% | |
| 36 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.60% | — | — | |
| 37 | INTC | Intel CORP | 株式-IT | 0.59% | — | -7.03% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.58% | — | +4.01% | |
| 39 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.56% | — | -7.34% | |
| 40 | REET | Ishares Global Reit ETF | ETF-その他 | 0.54% | — | — | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | +20.06% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | +0.21% | -0.86% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | — | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.52% | — | -3.32% | |
| 45 | DOW | Dow INC | 株式-素材 | 0.52% | +0.08% | -2.60% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.52% | — | +0.47% | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.50% | — | -0.51% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.49% | -0.03% | — | |
| 49 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.47% | — | -0.48% | |
| 50 | BLKCHF | Blackrock INC | 株式-その他 | 0.46% | — | +7.20% |