CIK: 0000757657
申告総資産額
$79.9億
上位200銘柄を表示中（全1345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 | 3.57% | -0.17% | +2.65% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.45% | -0.24% | -0.95% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.10% | — | -12.94% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.09% | -0.07% | +10.42% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.69% | -0.41% | -2.89% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.61% | -0.10% | -14.80% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.60% | -0.23% | -3.08% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.41% | — | -37.97% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.33% | -0.31% | -2.35% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.27% | — | -6.53% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.19% | — | +3.21% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.09% | -0.10% | -7.71% | |
| 13 | KRUS | Kura Sushi USA Inc-class A | 株式-その他 | 1.03% | +0.42% | +4.30% | |
| 14 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.00% | — | -1.67% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.87% | — | +6.65% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.85% | -0.17% | +2.79% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 0.78% | — | +5.72% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.78% | — | -4.20% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 0.77% | +0.40% | -0.78% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | — | -13.10% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | -0.11% | -1.98% | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 0.70% | — | +3.65% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.68% | — | +65.05% | |
| 24 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.68% | — | +1.45% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.67% | — | -3.68% | |
| 26 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.66% | — | -7.18% | |
| 27 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.64% | — | +5.61% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.63% | — | -2.20% | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.62% | — | +13.08% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.20% | -7.53% | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.58% | — | +9.29% | |
| 32 | BX | Blackstone INC | 株式-金融 | 0.57% | -0.15% | -2.02% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.57% | — | +1.00% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | — | -1.61% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.56% | -0.15% | -0.17% | |
| 36 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.55% | +0.08% | -4.17% | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.54% | — | +0.05% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | — | -8.63% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | -0.10% | -2.92% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.53% | — | -4.25% | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.51% | -0.08% | +25.78% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | -3.34% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.49% | — | -2.08% | |
| 44 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.47% | — | +4.30% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.47% | — | -0.04% | |
| 46 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.47% | — | -0.97% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.46% | — | -3.19% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.46% | — | -17.08% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.46% | — | -2.73% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.45% | — | -0.11% |