CIK: 0000092230
申告総資産額
$741.8億
上位200銘柄を表示中（全2455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 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 4.05% | — | +20381.69% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.75% | -0.25% | +19436.58% | |
| 3 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.33% | +0.13% | +2212.27% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.21% | -0.08% | +604.08% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.85% | -0.63% | +493.42% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.45% | -0.13% | +479.80% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.05% | +0.15% | — | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.97% | +0.11% | +757.18% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.96% | -0.15% | +346.51% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.93% | +0.24% | +2122.06% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 0.91% | — | +1032.85% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.88% | +0.09% | +123.64% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.85% | — | +653.34% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 0.84% | — | +678.95% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.77% | -0.06% | +1076.29% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.75% | -0.06% | +856.97% | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.73% | — | +810.12% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 0.72% | — | +585.40% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 0.72% | — | +550.60% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.71% | +0.48% | +459.04% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.69% | +0.09% | +136.45% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.68% | — | +694.29% | |
| 23 | TFC | Truist Financial CORP | 株式-金融 | 0.66% | — | — | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.66% | — | +858.91% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.62% | +0.08% | +129.40% | |
| 26 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.59% | — | +843.15% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | -0.15% | +516.53% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | -0.09% | +432.52% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.57% | — | +114.90% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.57% | +0.10% | +967.55% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | — | +466.96% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.56% | — | +1171.82% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.11% | +490.07% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.55% | — | +356.75% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | +510.80% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.54% | — | +793.09% | |
| 37 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.53% | — | +1154.74% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.52% | — | +121.66% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.51% | — | +1384.75% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.51% | — | +446.26% | |
| 41 | ACN | Accenture plc | 株式-IT | 0.50% | — | +379.26% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | — | +841.38% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.49% | — | +560.47% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.48% | — | +502.25% | |
| 45 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.48% | — | +913.43% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.46% | -0.80% | +215.94% | |
| 47 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.45% | — | +27608.57% | |
| 48 | MDT | Medtronic plc | 株式-ヘルスケア | 0.45% | — | +790.04% | |
| 49 | CCI | Crown Castle INC | 株式-不動産 | 0.45% | — | +902.38% | |
| 50 | T | At&t INC | 株式-通信サービス | 0.45% | — | +578.08% |