CIK: 0000036104
申告総資産額
$823.9億
上位200銘柄を表示中（全3951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 | 6.58% | — | +40.11% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.15% | +0.02% | +6.19% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.74% | -0.16% | -3.10% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.72% | +0.12% | +8.33% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.43% | -0.10% | -1.85% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.26% | -0.61% | -2.87% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.06% | +0.24% | +5.73% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.33% | — | +4.40% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.79% | +0.22% | +5.23% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.73% | -0.21% | -0.69% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.30% | +0.09% | -2.94% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.21% | -0.07% | -3.24% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.20% | — | -6.02% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.20% | -0.13% | -1.87% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.16% | — | +7.21% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.04% | — | -2.13% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.04% | +0.37% | +2.62% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.96% | -0.09% | -2.56% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.86% | — | +0.21% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.86% | — | -2.83% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.85% | -0.07% | -0.53% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.85% | — | -1.26% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.84% | — | -4.02% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | +0.14% | -1.93% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.83% | — | -40.68% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.79% | — | +3.54% | |
| 27 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.74% | — | +7.72% | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.71% | — | -0.95% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | +0.86% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.69% | -0.05% | -3.20% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | +0.20% | -2.61% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 0.62% | -0.07% | -1.99% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.61% | — | -1.42% | |
| 34 | ACN | Accenture plc | 株式-IT | 0.57% | -0.08% | -2.49% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.56% | +0.10% | -1.67% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.56% | — | -1.04% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.55% | -0.07% | -1.01% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.54% | -0.10% | +4.86% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.54% | — | -2.54% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | +0.14% | -1.94% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.51% | +0.10% | -1.94% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.51% | -0.05% | +1.49% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.50% | -0.05% | +1.01% | |
| 44 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.50% | +0.15% | -1.55% | |
| 45 | PCAR | Paccar INC | 株式-資本財 | 0.49% | — | +0.12% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.47% | — | -2.32% | |
| 47 | USB | US Bancorp | 株式-金融 | 0.47% | — | -0.27% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.46% | -0.04% | -7.20% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.45% | — | -1.40% | |
| 50 | MMM | 3m Co | 株式-資本財 | 0.43% | — | -5.26% |