CIK: 0000825052
申告総資産額
$3.2億
上位200銘柄を表示中（全317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 | 7.38% | -0.02% | +2.28% | |
| 2 | WFC | Wells Fargo & Co | 株式-金融 | 3.44% | +0.48% | +0.00% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.14% | -0.57% | -8.16% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.11% | -0.40% | -0.59% | |
| 5 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.51% | — | -5.53% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.42% | — | +14.58% | |
| 7 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.25% | — | -26.41% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.20% | -1.14% | +2.59% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.15% | — | +14.07% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.04% | — | -2.19% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.98% | — | -6.05% | |
| 12 | IFGL | Ishares International Develo | ETF-その他 | 0.96% | — | +2.58% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | — | -7.16% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 0.95% | — | — | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.92% | — | +2.31% | |
| 16 | WPC | Wp Carey INC | 株式-不動産 | 0.88% | — | -1.02% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.86% | — | -0.06% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | — | -1.15% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.83% | — | +6.33% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.82% | — | +0.87% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.81% | — | -1.48% | |
| 22 | XPO | Xpo INC | 株式-資本財 | 0.77% | — | — | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.75% | — | +0.99% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.75% | — | +2.73% | |
| 25 | INTC | Intel CORP | 株式-IT | 0.70% | +0.09% | -2.11% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.70% | — | -2.28% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.69% | — | -6.70% | |
| 28 | ADSK | Autodesk INC | 株式-IT | 0.69% | — | +1.79% | |
| 29 | SLB | Slb LTD | 株式-エネルギー | 0.69% | — | — | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.67% | — | -3.16% | |
| 31 | MLPAUSD | Global X Mlp ETF | ETF-その他 | 0.67% | — | +17.83% | |
| 32 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.66% | — | — | |
| 33 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.65% | — | -5.50% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.64% | — | -4.33% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.61% | — | -4.51% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | -5.03% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.61% | — | -4.22% | |
| 38 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.58% | — | — | |
| 39 | DG | Dollar General CORP | 株式-生活必需品 | 0.58% | — | -37.33% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | — | +0.80% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.56% | — | -0.36% | |
| 42 | VFC | Vf CORP | 株式-一般消費財 | 0.56% | — | -5.24% | |
| 43 | PII | Polaris INC | 株式-一般消費財 | 0.56% | — | -6.07% | |
| 44 | SKT | Tanger INC | 株式-不動産 | 0.55% | — | — | |
| 45 | CMI | Cummins INC | 株式-資本財 | 0.55% | — | -2.19% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.54% | — | -4.93% | |
| 47 | MMM | 3m Co | 株式-資本財 | 0.54% | — | -4.44% | |
| 48 | ITW | Illinois Tool Works | 株式-資本財 | 0.53% | — | -7.25% | |
| 49 | ARCPEUR | Vereit INC | 株式-その他 | 0.53% | -0.25% | EXIT | |
| 50 | APTV | Aptiv PLC | 株式-一般消費財 | 0.52% | +0.06% | — |