CIK: 0000036270
申告総資産額
$292.2億
上位200銘柄を表示中（全1479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 | 4.84% | +0.16% | -11.02% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.22% | +0.03% | +2.40% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.20% | -0.15% | -2.79% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.59% | — | +2.39% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.52% | -0.02% | -3.88% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.36% | -0.65% | -1.58% | |
| 7 | PYPL | Paypal Holdings INC | 株式-金融 | 2.33% | — | -1.23% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.21% | -0.01% | -10.28% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.99% | -0.07% | -4.36% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 1.90% | — | +7.88% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.64% | -0.08% | -8.82% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.45% | +0.24% | -0.30% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.39% | — | -3.25% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.34% | -0.09% | +2.04% | |
| 15 | EBAY | Ebay INC | 株式-一般消費財 | 1.29% | — | -33.43% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | -0.11% | -1.00% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.24% | -0.12% | -21.24% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.08% | -0.10% | -4.67% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.92% | +0.03% | -4.64% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.92% | -0.11% | +2.90% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | — | -8.32% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 0.86% | -0.06% | -0.70% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.84% | — | +0.29% | |
| 24 | DOW | Dow INC | 株式-素材 | 0.79% | +0.08% | -0.25% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.77% | — | -4.16% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.76% | — | +6.35% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.76% | — | -8.46% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.73% | — | -1.34% | |
| 29 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.67% | — | -8.26% | |
| 30 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.66% | — | -7.48% | |
| 31 | MTB | M & T Bank CORP | 株式-金融 | 0.66% | -0.53% | -0.12% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | +0.31% | -0.21% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.65% | — | -3.03% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.64% | — | -1.75% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.64% | — | -5.05% | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.62% | — | +25.06% | |
| 37 | QCOM | Qualcomm INC | 株式-IT | 0.54% | -0.11% | -2.16% | |
| 38 | BLKCHF | Blackrock INC | 株式-その他 | 0.53% | — | -4.34% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | -0.09% | -10.67% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | — | +7.18% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | -0.03% | -3.21% | |
| 42 | TGT | Target CORP | 株式-一般消費財 | 0.48% | — | -17.21% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.47% | — | -4.50% | |
| 44 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.47% | — | +165.52% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.47% | +0.21% | -5.05% | |
| 46 | CTVA | Corteva INC | 株式-素材 | 0.47% | +0.12% | +1.06% | |
| 47 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.46% | — | -30.95% | |
| 48 | DHR | Danaher CORP | 株式-ヘルスケア | 0.45% | — | +10.85% | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.45% | — | -3.32% | |
| 50 | REET | Ishares Global Reit ETF | ETF-その他 | 0.43% | — | +0.53% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EFV | Ishares Msci Eafe Value ETF | +0.3% | +165.52% | 増加 |
| 2 | PDBC | Invesco Optimum Yield Divers | +0.3% | +912.65% | 増加 |
| 3 | VLUE | Ishares Msci USA Value Facto | +0.2% | +107.33% | 増加 |
| 4 | IJS | Ishares S&p Small-cap 600 Va | +0.2% | +25.06% | 増加 |
| 5 | IWB | Ishares Russell 1000 ETF | +0.2% | +2.40% | 増加 |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -1.00% | 減少 |
| 7 | IWM | Ishares Russell 2000 ETF | +0.2% | -3.88% | 減少 |
| 8 | XOM | Exxon Mobil CORP | +0.2% | -0.21% | 減少 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +2.90% | 増加 |
| 10 | HD | Home Depot INC | +0.1% | +6.35% | 増加 |
| 11 | BAC | Bank Of America CORP | +0.1% | +28.36% | 増加 |
| 12 | IEMG | Ishares Core Msci Emerging | +0.1% | +2.39% | 増加 |
| 13 | VFC | Vf CORP | +0.1% | +450.05% | 増加 |
| 14 | MTB | M & T Bank CORP | +0.1% | -0.12% | 減少 |
| 15 | DOW | Dow INC | +0.1% | -0.25% | 減少 |
| 16 | WFC | Wells Fargo & Co | +0.1% | +109.00% | 増加 |
| 17 | IFF | Intl Flavors & Fragrances | +0.1% | +221.06% | 増加 |
| 18 | CTVA | Corteva INC | +0.1% | +1.06% | 増加 |
| 19 | COP | Conocophillips | +0.1% | -1.99% | 減少 |
| 20 | USHY | Ishares Broad Usd High Yield | +0.1% | +5265.04% | 増加 |
| 21 | NVT | nVent Electric plc | +0.1% | +1588.11% | 増加 |
| 22 | CVX | Chevron CORP | +0.1% | -5.05% | 減少 |
| 23 | SUSA | Ishares Esg Optimized Msci U | +0.1% | +123.19% | 増加 |
| 24 | EOG | Eog Resources INC | +0.1% | +14.39% | 増加 |
| 25 | MSFT | Microsoft CORP | +0.1% | -1.58% | 減少 |
| 26 | CSCO | Cisco Systems INC | +0.1% | -3.03% | 減少 |
| 27 | OMC | Omnicom Group | +0.1% | +8.79% | 増加 |
| 28 | IWN | Ishares Russell 2000 Value E | +0.1% | -3.32% | 減少 |
| 29 | AMAT | Applied Materials INC | +0.1% | -3.86% | 減少 |
| 30 | INTC | Intel CORP | +0.1% | -8.74% | 減少 |
| 31 | TMO | Thermo Fisher Scientific INC | +0.1% | +52.13% | 増加 |
| 32 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.21% | 減少 |
| 33 | BND | Vanguard Total Bond Market | 0% | +7.88% | 増加 |
| 34 | GVI | Ishares Intermediate Governm | -0.1% | -69.49% | 減少 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -21.62% | 減少 |
| 36 | PEP | Pepsico INC | -0.1% | -4.16% | 減少 |
| 37 | KO | Coca-cola Co/the | -0.1% | -17.54% | 減少 |
| 38 | QCOM | Qualcomm INC | -0.1% | -2.16% | 減少 |
| 39 | VGSH | Vanguard Short-term Treasury | -0.1% | -58.37% | 減少 |
| 40 | PG | Procter & Gamble Co/the | -0.1% | -8.32% | 減少 |
| 41 | IJT | Ishares S&p Small-cap 600 Gr | -0.1% | -30.95% | 減少 |
| 42 | IVW | Ishares S&p 500 Growth ETF | -0.2% | -8.82% | 減少 |
| 43 | GLD | Spdr Gold Shares | -0.2% | -55.77% | 減少 |
| 44 | IWF | Ishares Russell 1000 Growth | -0.3% | -10.28% | 減少 |
| 45 | QUAL | Ishares Msci USA Quality Fac | -0.3% | -21.24% | 減少 |
| 46 | EBAY | Ebay INC | -0.3% | -33.43% | 減少 |
| 47 | AAPL | Apple INC | -0.4% | -2.79% | 減少 |
| 48 | USMV | Ishares Msci USA Min Vol Fac | -0.4% | -63.74% | 減少 |
| 49 | IEFA | Ishares Core Msci Eafe ETF | -0.5% | -11.02% | 減少 |
| 50 | QSR | Restaurant Brands Intern | — | NEW | 新規購入 |