CIK: 0000757657
申告総資産額
$79.9億
上位200銘柄を表示中（全1145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 | 3.23% | -0.17% | +5.67% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.49% | -0.23% | -0.30% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.36% | -0.07% | +4.99% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.08% | — | +45.85% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.96% | -0.10% | -4.78% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.31% | -0.24% | +0.45% | |
| 7 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.30% | — | -0.73% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.28% | -0.10% | +0.74% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.21% | -0.41% | -1.48% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.16% | — | +13.37% | |
| 11 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.10% | — | +73.32% | |
| 12 | T | At&t INC | 株式-通信サービス | 1.06% | — | +0.39% | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.95% | — | -0.95% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 0.95% | +0.40% | +2.73% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.82% | — | +5.40% | |
| 16 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.75% | — | +94.98% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | -0.11% | -5.28% | |
| 18 | DPLOEUR | Diplomat Pharmacy INC | 株式-その他 | 0.70% | — | -1.34% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 0.69% | — | +7.56% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 0.68% | — | -0.36% | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.63% | — | +1098.20% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.62% | — | -1.90% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.61% | — | +0.22% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 0.58% | — | -2.21% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.56% | — | +2.41% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.56% | — | +6.11% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.56% | — | +3.48% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | +0.20% | +1.65% | |
| 29 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.55% | — | +476.16% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | — | +1.00% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.55% | — | -15.31% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | -0.08% | +3.01% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | — | -0.59% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.54% | — | -3.36% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | +0.13% | +1.18% | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.53% | — | +6.54% | |
| 37 | ET | Energy Transfer LP | 株式-エネルギー | 0.52% | — | +5.04% | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.51% | — | -0.79% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | -0.31% | +5.08% | |
| 40 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.50% | — | +13.85% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | -0.17% | +2.40% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.49% | — | -5.57% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.49% | +0.10% | -0.54% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | — | +20.05% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | — | +2.58% | |
| 46 | VTV | Vanguard Value ETF | ETF-その他 | 0.46% | — | +3.84% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.46% | — | -3.77% | |
| 48 | DXPE | Dxp Enterprises INC | 株式-その他 | 0.46% | — | -0.18% | |
| 49 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.45% | — | -0.44% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | — | +0.98% |