CIK: 0000092230
申告総資産額
$741.8億
上位200銘柄を表示中（全2547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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.26% | -0.25% | +3.71% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.58% | -0.08% | -9.46% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.47% | -0.63% | +1.68% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.23% | +0.15% | +16.16% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.19% | -0.13% | -0.49% | |
| 6 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.89% | +0.13% | -1.02% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.62% | +0.13% | +3.10% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.39% | -0.80% | +79.17% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 1.10% | — | -5.74% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.09% | — | -0.91% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.95% | +0.08% | +4.59% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.94% | — | -4.47% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.93% | — | -4.62% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.91% | — | -3.86% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.90% | -0.15% | -10.29% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.90% | — | +15.82% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.88% | +0.24% | +29.91% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.87% | — | -1.54% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.82% | — | -11.83% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.82% | — | +11.44% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.79% | +0.11% | -13.70% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | -0.06% | -0.36% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.76% | — | -0.08% | |
| 24 | ADI | Analog Devices INC | 株式-IT | 0.74% | +0.22% | +1.29% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | -0.09% | -2.90% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.72% | +0.09% | -1.35% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.70% | -0.15% | +0.91% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | -0.06% | -1.64% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | +0.10% | +0.06% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.65% | — | -15.47% | |
| 31 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.64% | — | -5.07% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.61% | — | +1.38% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.59% | -0.09% | +3.70% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | — | -1.21% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.54% | — | +7.92% | |
| 36 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.54% | — | +1.28% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.53% | — | -2.73% | |
| 38 | MBB | Ishares Mbs ETF | ETF-その他 | 0.52% | +0.24% | -1.76% | |
| 39 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.51% | — | +5.48% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.50% | — | +6.45% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.49% | — | -12.39% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.49% | -0.10% | -0.64% | |
| 43 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.47% | — | -2.72% | |
| 44 | BLKCHF | Blackrock INC | 株式-その他 | 0.47% | — | +1.64% | |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.45% | — | +11.54% | |
| 46 | ACN | Accenture plc | 株式-IT | 0.45% | — | -2.91% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.45% | — | -1.26% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.44% | -0.13% | +3.17% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.44% | — | -19.29% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.43% | +0.09% | -14.81% |