CIK: 0000036270
申告総資産額
$292.2億
上位200銘柄を表示中(全1517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 | 4.16% | +0.16% | -18.57% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.51% | -0.15% | -3.77% | |
| 3 | PYPL | Paypal Holdings INC | 株式-金融 | 2.83% | — | -0.59% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.62% | -0.65% | -5.12% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.47% | — | -10.05% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.38% | -0.02% | -10.50% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.38% | -0.01% | -5.11% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.21% | +0.03% | -37.68% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.05% | -0.07% | -6.76% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.83% | -0.08% | -1.80% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.52% | -0.09% | +0.13% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.49% | — | +0.40% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.43% | +0.24% | -3.73% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.25% | -0.10% | +4.99% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.25% | -0.11% | -5.39% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.17% | -0.12% | -14.99% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.01% | +0.03% | +2.82% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.00% | -0.11% | -11.31% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | — | -2.97% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 0.87% | -0.06% | -3.29% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.80% | — | +0.12% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.79% | — | -14.41% | |
| 23 | EBAY | Ebay INC | 株式-一般消費財 | 0.79% | — | -47.53% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.79% | — | -2.77% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.78% | — | -4.20% | |
| 26 | DOW | Dow INC | 株式-素材 | 0.77% | +0.08% | -3.10% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.72% | — | -3.59% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.71% | +0.31% | -5.66% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.69% | — | +0.35% | |
| 30 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.68% | — | -0.24% | |
| 31 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.68% | — | -3.21% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.68% | — | -1.13% | |
| 33 | MTB | M & T Bank CORP | 株式-金融 | 0.67% | -0.53% | +3.40% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | — | -5.36% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.61% | — | -7.36% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.61% | — | +24.97% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | -0.09% | -7.34% | |
| 38 | BLKCHF | Blackrock INC | 株式-その他 | 0.59% | — | -5.91% | |
| 39 | TGT | Target CORP | 株式-一般消費財 | 0.57% | — | -4.60% | |
| 40 | QCOM | Qualcomm INC | 株式-IT | 0.56% | -0.11% | -5.60% | |
| 41 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.55% | — | +38.30% | |
| 42 | DHR | Danaher CORP | 株式-ヘルスケア | 0.53% | — | -3.39% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.51% | -0.03% | -11.28% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.49% | — | -4.94% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.48% | — | -1.65% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.46% | — | +6.98% | |
| 47 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.46% | — | -4.99% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.45% | — | -4.49% | |
| 49 | CTVA | Corteva INC | 株式-素材 | 0.45% | +0.12% | -0.76% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.45% | +0.21% | -6.02% |