CIK: 0000036104
申告総資産額
$823.9億
上位200銘柄を表示中（全3660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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.67% | -0.10% | +0.12% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.35% | -0.61% | -2.13% | |
| 3 | MMM | 3m Co | 株式-資本財 | 2.25% | — | -0.23% | |
| 4 | USB | US Bancorp | 株式-金融 | 1.97% | — | -0.87% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.88% | -0.16% | -0.66% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.87% | +0.24% | +16.95% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.85% | +0.12% | +12.12% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.81% | — | -0.61% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.54% | — | -3.26% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.41% | +0.14% | -1.00% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.38% | -0.07% | +0.43% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.35% | — | +3.04% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.24% | +0.20% | -2.87% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.21% | — | +0.15% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.16% | — | +3.70% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.15% | — | -9.23% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.14% | — | +28.91% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.09% | +0.22% | +27.44% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.08% | — | +3.64% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.08% | -0.09% | -1.15% | |
| 21 | CPRT | Copart INC | 株式-資本財 | 1.06% | — | -0.89% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 0.92% | — | -1.09% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.85% | — | -2.76% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.82% | -0.07% | +4.97% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.78% | +0.14% | -0.87% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.78% | +0.02% | +31.79% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.77% | +0.10% | +0.71% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | -0.13% | -0.48% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.74% | -0.07% | -1.21% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.74% | -0.07% | -2.34% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.73% | — | -1.93% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.69% | — | -1.51% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | -0.76% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.67% | -0.21% | -4.02% | |
| 35 | ACN | Accenture plc | 株式-IT | 0.67% | -0.08% | -1.45% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.67% | — | +4.28% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.65% | — | +5.90% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.65% | — | +1.72% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.64% | — | -1.78% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.63% | -0.05% | +2.61% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.60% | -0.05% | +2.13% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.59% | — | +0.67% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.59% | — | -3.59% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.55% | — | +2.75% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.55% | — | -3.99% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | -0.06% | -0.83% | |
| 47 | AMT | American Tower CORP | 株式-不動産 | 0.54% | — | +0.12% | |
| 48 | PCAR | Paccar INC | 株式-資本財 | 0.53% | — | +0.09% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | — | +3.06% | |
| 50 | WFC | Wells Fargo & Co | 株式-金融 | 0.52% | — | -4.04% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWR | Ishares Russell Mid-cap ETF | +0.3% | +28.91% | 増加 |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +16.95% | 増加 |
| 3 | IEMG | Ishares Core Msci Emerging | +0.2% | +27.44% | 増加 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.2% | +31.79% | 増加 |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.2% | +12.12% | 増加 |
| 6 | MSFT | Microsoft CORP | +0.2% | -2.13% | 減少 |
| 7 | CPRT | Copart INC | +0.2% | -0.89% | 減少 |
| 8 | DIS | Walt Disney Co/the | +0.1% | +3.06% | 増加 |
| 9 | BIV | Vanguard Intermediate-term B | +0.1% | +73.42% | 増加 |
| 10 | USB | US Bancorp | +0.1% | -0.87% | 減少 |
| 11 | WMT | Walmart INC | +0.1% | +0.71% | 増加 |
| 12 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +72.17% | 増加 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +2.59% | 増加 |
| 14 | CL | Colgate-palmolive Co | +0.1% | +44.90% | 増加 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -1.15% | 減少 |
| 16 | SCHH | Schwab US Reit ETF | +0.1% | +30.64% | 増加 |
| 17 | CNC | Centene CORP | +0.1% | +66.04% | 増加 |
| 18 | MA | Mastercard INC - A | +0.1% | -1.21% | 減少 |
| 19 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +5.90% | 増加 |
| 20 | EA | Electronic Arts INC | +0.1% | +204.81% | 増加 |
| 21 | AMZN | Amazon.com INC | 0% | +0.43% | 増加 |
| 22 | MUB | Ishares National Muni Bond E | 0% | +17.37% | 増加 |
| 23 | V | Visa Inc-class A Shares | 0% | -0.83% | 減少 |
| 24 | QCOM | Qualcomm INC | 0% | -5.41% | 減少 |
| 25 | LYB | LyondellBasell Industries N.V. | 0% | +63.58% | 増加 |
| 26 | GLD | Spdr Gold Shares | 0% | +26.99% | 増加 |
| 27 | MDY | State Street Spdr S&p Midcap | 0% | +3.04% | 増加 |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | +0.15% | 増加 |
| 29 | MCD | Mcdonald's CORP | 0% | -1.51% | 減少 |
| 30 | IJR | Ishares Core S&p Small-cap E | 0% | +3.70% | 増加 |
| 31 | HD | Home Depot INC | 0% | -0.76% | 減少 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.12% | 増加 |
| 33 | AAPL | Apple INC | — | -0.66% | 減少 |
| 34 | ✓ | Mylan N V | 0% | +1.24% | 増加 |
| 35 | RTN1USD | Raytheon Company | -0.1% | -16.18% | 減少 |
| 36 | TTC | Toro Co | -0.1% | -15.48% | 減少 |
| 37 | ABBV | Abbvie INC | -0.1% | +1.72% | 増加 |
| 38 | FLOT | Ishares Floating Rate Bond E | -0.1% | -22.92% | 減少 |
| 39 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.48% | 減少 |
| 40 | SCHP | Schwab U.s. Tips ETF | -0.1% | -17.43% | 減少 |
| 41 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -9.23% | 減少 |
| 42 | INTC | Intel CORP | -0.1% | -1.93% | 減少 |
| 43 | XOM | Exxon Mobil CORP | -0.2% | -2.87% | 減少 |
| 44 | LLY | Eli Lilly & Co | -0.2% | -4.02% | 減少 |
| 45 | MMM | 3m Co | -0.6% | -0.23% | 減少 |
| 46 | DD | DuPont de Nemours, Inc. | — | EXIT | 全売却 |
| 47 | TRP | Tc Energy CORP | — | NEW | 新規購入 |
| 48 | TCPA | TransCanada PipeLines Limited 6 | — | EXIT | 全売却 |
| 49 | 6D8 | Dupont De Nemours INC | — | NEW | 新規購入 |
| 50 | DOW | Dow INC | — | NEW | 新規購入 |