CIK: 0000036104
申告総資産額
$823.9億
上位200銘柄を表示中（全3623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 | 4.57% | -0.10% | -1.12% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.44% | +0.12% | +32.71% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.34% | -0.61% | -1.69% | |
| 4 | MMM | 3m Co | 株式-資本財 | 2.08% | — | -0.51% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.07% | -0.16% | -0.61% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.96% | +0.24% | +7.42% | |
| 7 | USB | US Bancorp | 株式-金融 | 1.94% | — | -4.39% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.75% | — | -0.13% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.66% | — | -2.87% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.34% | — | +20.24% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.33% | — | +1.65% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.27% | +0.14% | -1.26% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.25% | +0.02% | +63.29% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.25% | -0.07% | +0.93% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.23% | — | +8.71% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.16% | +0.22% | +14.51% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.14% | — | +0.81% | |
| 18 | CPRT | Copart INC | 株式-資本財 | 1.11% | — | -0.02% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | -0.09% | -0.34% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.10% | — | -4.49% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.09% | +0.20% | -2.56% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.01% | — | -10.61% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.85% | — | -1.91% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.85% | -0.13% | +1.07% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.79% | +0.10% | -1.50% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.77% | — | -0.94% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 0.73% | -0.07% | -1.29% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.73% | — | -2.30% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | -3.87% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.72% | +0.14% | -1.91% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.71% | -0.07% | +0.41% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.70% | — | +6.97% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.69% | — | -1.16% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.68% | -0.07% | -4.67% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.68% | — | +5.93% | |
| 36 | ACN | Accenture plc | 株式-IT | 0.67% | -0.08% | -1.62% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.66% | -0.21% | -0.55% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.64% | — | -3.41% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.61% | — | +1.08% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.59% | -0.05% | -6.46% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.58% | — | -2.17% | |
| 42 | AMT | American Tower CORP | 株式-不動産 | 0.58% | — | +0.12% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.58% | -0.05% | -3.46% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.56% | — | +2.23% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.52% | — | +0.84% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | -0.06% | -1.38% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.52% | — | -5.26% | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.52% | — | -4.51% | |
| 49 | PCAR | Paccar INC | 株式-資本財 | 0.51% | — | +0.15% | |
| 50 | EMR | Emerson Electric Co | 株式-資本財 | 0.50% | — | -1.74% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.6% | +32.71% | 増加 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +63.29% | 増加 |
| 3 | IWR | Ishares Russell Mid-cap ETF | +0.2% | +20.24% | 増加 |
| 4 | AAPL | Apple INC | +0.2% | -0.61% | 減少 |
| 5 | IWS | Ishares Russell Mid-cap Valu | +0.2% | +103.41% | 増加 |
| 6 | VNQ | Vanguard Real Estate ETF | +0.2% | +8.71% | 増加 |
| 7 | PG | Procter & Gamble Co/the | +0.1% | -2.87% | 減少 |
| 8 | IWV | Ishares Russell 3000 ETF | +0.1% | +155.35% | 増加 |
| 9 | SCHH | Schwab US Reit ETF | +0.1% | +29.06% | 増加 |
| 10 | SWCHEUR | Switch INC - A | +0.1% | +70.75% | 増加 |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +7.42% | 増加 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.07% | 増加 |
| 13 | AVLRUSD | Avalara INC | +0.1% | +298.52% | 増加 |
| 14 | IEMG | Ishares Core Msci Emerging | +0.1% | +14.51% | 増加 |
| 15 | TGT | Target CORP | +0.1% | -1.25% | 減少 |
| 16 | CPRT | Copart INC | +0.1% | -0.02% | 減少 |
| 17 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +6.97% | 増加 |
| 18 | HD | Home Depot INC | +0.1% | -2.30% | 減少 |
| 19 | INTC | Intel CORP | 0% | -0.94% | 減少 |
| 20 | AMT | American Tower CORP | 0% | +0.12% | 増加 |
| 21 | GLD | Spdr Gold Shares | 0% | +20.84% | 増加 |
| 22 | JPM | Jpmorgan Chase & Co | 0% | -0.34% | 減少 |
| 23 | T | At&t INC | 0% | -2.00% | 減少 |
| 24 | MPC | Marathon Petroleum CORP | 0% | +4.25% | 増加 |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +12.77% | 増加 |
| 26 | MUB | Ishares National Muni Bond E | 0% | +9.97% | 増加 |
| 27 | NEE | Nextera Energy INC | 0% | -1.43% | 減少 |
| 28 | FISV | Fiserv INC | 0% | +37.60% | 増加 |
| 29 | WMT | Walmart INC | 0% | -1.50% | 減少 |
| 30 | MSFT | Microsoft CORP | 0% | -1.69% | 減少 |
| 31 | ALGN | Align Technology INC | 0% | -0.90% | 減少 |
| 32 | MO | Altria Group INC | 0% | -11.69% | 減少 |
| 33 | AEP | American Electric Power Company, Inc. | -0.1% | -8.41% | 減少 |
| 34 | META | Meta Platforms Inc-class A | -0.1% | +0.30% | 増加 |
| 35 | VNQI | Vanguard Glbl Ex-us Real Est | -0.1% | -24.15% | 減少 |
| 36 | CVX | Chevron CORP | -0.1% | -1.91% | 減少 |
| 37 | EEM | Ishares Msci Emerging Market | -0.1% | -2.17% | 減少 |
| 38 | ABT | Abbott Laboratories | -0.1% | -4.67% | 減少 |
| 39 | FLOT | Ishares Floating Rate Bond E | -0.1% | -24.45% | 減少 |
| 40 | CSCO | Cisco Systems INC | -0.1% | +0.84% | 増加 |
| 41 | SCHP | Schwab U.s. Tips ETF | -0.1% | -18.83% | 減少 |
| 42 | UNH | Unitedhealth Group INC | -0.1% | +0.41% | 増加 |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -4.49% | 減少 |
| 44 | AMZN | Amazon.com INC | -0.1% | +0.93% | 増加 |
| 45 | JNJ | Johnson & Johnson | -0.1% | -1.26% | 減少 |
| 46 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -10.61% | 減少 |
| 47 | XOM | Exxon Mobil CORP | -0.2% | -2.56% | 減少 |
| 48 | MMM | 3m Co | -0.2% | -0.51% | 減少 |
| 49 | PFE | Pfizer INC | -0.2% | -3.87% | 減少 |
| 50 | IBMHEUR | Ishares Ibonds Sep 2019 Term | — | EXIT | 全売却 |