CIK: 0000036104
申告総資産額
$823.9億
上位200銘柄を表示中（全3983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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 6.42% | -1.83% | -0.37% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.03% | +0.12% | -3.71% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.78% | +0.02% | +2.19% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.67% | +0.24% | +3.10% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.40% | -0.10% | -2.46% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.34% | -0.61% | -1.48% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.15% | -0.16% | -2.31% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.22% | +0.22% | +2.51% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.78% | -0.04% | +0.83% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.75% | -0.13% | +0.09% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.61% | +0.17% | +8.69% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.56% | — | -2.00% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.50% | -0.07% | -0.04% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.37% | -0.09% | -1.89% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.25% | -0.21% | +0.14% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.13% | — | +2.81% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.98% | -0.05% | +0.53% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.83% | -0.06% | +2.80% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.82% | +0.09% | -0.42% | |
| 20 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.82% | — | +5.03% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.82% | — | -0.73% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.82% | — | -2.15% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.80% | — | -0.11% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.79% | -0.10% | +18.90% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | — | -0.61% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.75% | +0.37% | -2.27% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.71% | — | -1.74% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.70% | +0.10% | -2.33% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.70% | — | -1.13% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.67% | — | -0.13% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.67% | — | -4.29% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.67% | — | -27.87% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.66% | — | -1.27% | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.65% | — | +43.52% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.59% | -0.07% | -1.22% | |
| 36 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.57% | +0.09% | +7.95% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.56% | +0.10% | -1.31% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.56% | — | +2.46% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.56% | -0.06% | -1.91% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | +0.14% | -2.31% | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.53% | -0.08% | -4.48% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.52% | -0.05% | -9.33% | |
| 43 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.52% | -0.07% | +899.82% | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.49% | -0.04% | -0.05% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.48% | -0.05% | -0.36% | |
| 46 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.47% | — | -0.94% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | +0.20% | -2.03% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.45% | -0.07% | -1.31% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.44% | -0.04% | -1.19% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.42% | -0.07% | -1.42% |