CIK: 0000036104
申告総資産額
$823.9億
上位200銘柄を表示中（全4054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 | 4.57% | — | +1.30% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.78% | +0.02% | -1.81% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.67% | +0.12% | +31.58% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.44% | -0.16% | -1.95% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.38% | -0.10% | -3.78% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.00% | +0.24% | +22.64% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.98% | -0.61% | -1.72% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.24% | — | -0.28% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.77% | +0.22% | +9.26% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.43% | — | +15.68% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.37% | +0.09% | -7.70% | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.34% | -0.21% | -0.46% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.32% | — | +0.15% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.14% | — | +9.55% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | -0.13% | -0.92% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.09% | — | -1.75% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.04% | -0.07% | -1.32% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.02% | — | +31.15% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.01% | +0.37% | +2.34% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | -0.09% | -1.79% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.91% | — | -2.78% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.89% | — | +2.46% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.88% | -0.07% | -2.15% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.86% | — | -0.52% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | +0.14% | -2.57% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.83% | — | +0.28% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.79% | — | +12.55% | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.73% | — | +1.77% | |
| 29 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.72% | — | +8.00% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.72% | +0.20% | -2.65% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.70% | — | +0.51% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | -1.67% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.65% | -0.05% | -6.22% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | — | -1.69% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.61% | -0.07% | -1.89% | |
| 36 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.61% | +0.15% | -4.31% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.59% | +0.14% | -1.77% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.58% | — | -24.89% | |
| 39 | ACN | Accenture plc | 株式-IT | 0.57% | -0.08% | -0.95% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.56% | +0.10% | -1.76% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | -2.20% | |
| 42 | TGT | Target CORP | 株式-一般消費財 | 0.55% | — | -2.14% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | -1.90% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.54% | -0.07% | -0.79% | |
| 45 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.54% | -0.10% | +10.02% | |
| 46 | USB | US Bancorp | 株式-金融 | 0.54% | — | -1.37% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.53% | -0.05% | +10.05% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.51% | +0.10% | -2.39% | |
| 49 | MMM | 3m Co | 株式-資本財 | 0.51% | — | -6.94% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.50% | — | -0.89% |