CIK: 0000757657
申告総資産額
$79.9億
上位200銘柄を表示中（全1291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 | 3.48% | -0.17% | +2.01% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.68% | -0.24% | +1.63% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 1.94% | -0.41% | +0.73% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.84% | -0.15% | +5.02% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.78% | -0.07% | -0.13% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.66% | -0.31% | +5.80% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.58% | — | +0.64% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.53% | -0.23% | -0.31% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 1.53% | +0.40% | +0.94% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.42% | -0.10% | -0.24% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.28% | — | -1.70% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.14% | — | +3.34% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.10% | -0.11% | +28.49% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 0.99% | -0.14% | +821.99% | |
| 15 | KRUS | Kura Sushi USA Inc-class A | 株式-その他 | 0.95% | +0.42% | -0.84% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.93% | — | +3.91% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 0.87% | — | +11.63% | |
| 18 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.84% | -0.10% | +0.29% | |
| 19 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.76% | — | +9.07% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.75% | — | -2.38% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.75% | -0.17% | -6.14% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.74% | — | +1.38% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.70% | — | +6.35% | |
| 24 | BX | Blackstone INC | 株式-金融 | 0.69% | -0.15% | +1.34% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.67% | — | -1.26% | |
| 26 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.67% | — | +4.29% | |
| 27 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.66% | +0.08% | +2.81% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | -0.10% | +3.81% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | — | +8.03% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.63% | -0.07% | -4.67% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.63% | -0.08% | +2.33% | |
| 32 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.61% | — | +2.53% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.60% | — | -1.31% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | +0.13% | -0.90% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.57% | — | +4.35% | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.56% | — | +2.73% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | +83.24% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.54% | — | -5.27% | |
| 39 | CAT | Caterpillar INC | 株式-資本財 | 0.51% | +0.08% | +1.62% | |
| 40 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.50% | — | +5.86% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | -0.08% | -31.71% | |
| 42 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.49% | — | +0.42% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | +0.09% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | — | +27.11% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.46% | — | +11.66% | |
| 46 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.45% | — | -0.58% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.45% | — | +9.73% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.45% | — | +55.15% | |
| 49 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 0.45% | — | +1.00% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | +0.20% | +30.50% |