CIK: 0000825052
申告総資産額
$3.2億
上位200銘柄を表示中（全295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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.32% | -0.02% | +3.64% | |
| 2 | WFC | Wells Fargo & Co | 株式-金融 | 3.37% | +0.48% | +0.00% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.52% | -0.57% | +1.09% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.08% | -0.40% | +0.87% | |
| 5 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.90% | — | +2.60% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.72% | — | +1.98% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.26% | -1.14% | +2.87% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.26% | — | +3.61% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.15% | — | +88.98% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.08% | — | +1.49% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.05% | — | +12.67% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.03% | — | +6.25% | |
| 13 | IFGL | Ishares International Develo | ETF-その他 | 0.97% | — | +4.30% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.95% | — | +0.02% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 0.94% | — | — | |
| 16 | WPC | Wp Carey INC | 株式-不動産 | 0.93% | — | -0.05% | |
| 17 | DG | Dollar General CORP | 株式-生活必需品 | 0.86% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.85% | — | — | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | — | +0.76% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | — | +1.17% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.83% | — | +1.72% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.79% | — | -10.40% | |
| 23 | ADSK | Autodesk INC | 株式-IT | 0.78% | — | — | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.78% | — | -7.84% | |
| 25 | SLB | Slb LTD | 株式-エネルギー | 0.77% | — | -9.83% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.76% | — | +15.89% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.72% | — | +7.07% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.70% | — | -3.33% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.69% | — | +1.17% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.67% | — | +1.31% | |
| 31 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.67% | — | -2.42% | |
| 32 | INTC | Intel CORP | 株式-IT | 0.63% | +0.09% | +1.39% | |
| 33 | MLPAUSD | Global X Mlp ETF | ETF-その他 | 0.63% | — | +22.98% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.63% | — | -0.71% | |
| 35 | ✓ | 株式-その他 | 0.61% | — | +26.34% | ||
| 36 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.61% | — | — | |
| 37 | XPO | Xpo INC | 株式-資本財 | 0.61% | — | — | |
| 38 | ARCPEUR | Vereit INC | 株式-その他 | 0.60% | -0.25% | EXIT | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.59% | — | +1.35% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | — | -0.79% | |
| 41 | CMI | Cummins INC | 株式-資本財 | 0.57% | — | -2.04% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.57% | — | -0.42% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.56% | — | +0.42% | |
| 44 | XLNXEUR | Xilinx INC | 株式-その他 | 0.56% | — | -0.45% | |
| 45 | ITW | Illinois Tool Works | 株式-資本財 | 0.55% | — | +2.41% | |
| 46 | VFC | Vf CORP | 株式-一般消費財 | 0.55% | — | -0.55% | |
| 47 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.54% | — | -1.40% | |
| 48 | PII | Polaris INC | 株式-一般消費財 | 0.54% | — | +0.19% | |
| 49 | MMM | 3m Co | 株式-資本財 | 0.54% | — | +0.28% | |
| 50 | KEYS | Keysight Technologies In | 株式-IT | 0.53% | — | -6.77% |