CIK: 0000036104
申告総資産額
$823.9億
上位200銘柄を表示中（全4090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 | 5.80% | — | -12.38% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.22% | +0.02% | +0.02% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.81% | -0.10% | -1.63% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.50% | -0.16% | -1.68% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.99% | -0.61% | -0.71% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.71% | +0.24% | +11.22% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.50% | +0.12% | +8.50% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.49% | — | +3.73% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.67% | +0.22% | +7.45% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.61% | -0.07% | -2.12% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.27% | -0.13% | +0.39% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.12% | — | -1.01% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.11% | — | +36.06% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.11% | — | +3.60% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.03% | -0.21% | +0.17% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.03% | — | +0.26% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.99% | +0.37% | +4.86% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.97% | -0.05% | -5.36% | |
| 19 | MMM | 3m Co | 株式-資本財 | 0.96% | — | -5.07% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | +0.14% | -0.63% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.91% | — | -2.78% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.91% | -0.07% | +0.39% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.86% | — | +6.85% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.86% | -0.09% | -0.56% | |
| 25 | USB | US Bancorp | 株式-金融 | 0.83% | — | -1.79% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.74% | — | -25.39% | |
| 27 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.73% | — | +111.07% | |
| 28 | CPRT | Copart INC | 株式-資本財 | 0.72% | — | -7.03% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.70% | — | -1.02% | |
| 30 | ACN | Accenture plc | 株式-IT | 0.68% | -0.08% | +2.27% | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.67% | — | +6.93% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.67% | — | -3.07% | |
| 33 | TGT | Target CORP | 株式-一般消費財 | 0.63% | — | +1.19% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.61% | +0.10% | -0.05% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | — | -1.31% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.59% | -0.07% | +0.83% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.59% | — | +2.10% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.58% | -0.07% | +3.44% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.57% | — | +19.47% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.56% | — | -0.17% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | +0.20% | -2.77% | |
| 42 | BAC | Bank Of America CORP | 株式-金融 | 0.53% | -0.04% | +0.20% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.52% | +0.10% | -1.42% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | -0.06% | -0.01% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.50% | -0.05% | -5.09% | |
| 46 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.49% | — | -2.08% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | +0.14% | +0.44% | |
| 48 | AMT | American Tower CORP | 株式-不動産 | 0.48% | — | -0.17% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.47% | +0.09% | +55.44% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.46% | — | -6.26% |