CIK: 0000040729
申告総資産額
$8.0億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.83% | — | +280.95% | |
| 2 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 3.35% | — | +86.57% | |
| 3 | WMT | Walmart INC | 株式-生活必需品 | 2.92% | — | — | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.88% | — | +50.00% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.70% | — | -40.00% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.47% | — | — | |
| 7 | PFE | Pfizer INC | 株式-ヘルスケア | 2.43% | — | +28.07% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.08% | — | — | |
| 9 | CSCO | Cisco Systems INC | 株式-IT | 1.98% | — | +611.11% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.92% | +11.89% | NEW | |
| 11 | COP | Conocophillips | 株式-エネルギー | 1.87% | — | — | |
| 12 | AAPL | Apple INC | 株式-IT | 1.86% | +1.00% | +333.33% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.55% | — | +200.00% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.54% | +1.21% | NEW | |
| 15 | WFC | Wells Fargo & Co | 株式-金融 | 1.54% | — | +68.67% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.51% | — | — | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.46% | +0.37% | +65.00% | |
| 18 | T | At&t INC | 株式-通信サービス | 1.46% | — | +225.00% | |
| 19 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.44% | — | +20.00% | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 1.40% | — | — | |
| 21 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.34% | — | — | |
| 22 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.31% | — | +71.43% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.30% | — | +150.00% | |
| 24 | BEN | Franklin Resources INC | 株式-金融 | 1.24% | — | — | |
| 25 | KKR | KKR & Co. Inc. | 株式-金融 | 1.23% | — | — | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.20% | +0.35% | +100.00% | |
| 27 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 1.16% | — | +12.77% | |
| 28 | XXI | Twenty One Capital, Inc. | 株式-その他 | 1.07% | — | — | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.07% | -0.38% | EXIT | |
| 30 | BP | Bp Plc-spons Adr | 株式-エネルギー | 1.06% | — | — | |
| 31 | ✓ | 株式-その他 | 1.06% | — | — | ||
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.04% | -8.17% | — | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 1.03% | +0.27% | +95.45% | |
| 34 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.98% | — | +7.69% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.97% | -0.60% | EXIT | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.96% | — | — | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.95% | — | — | |
| 38 | GS | Goldman Sachs Group INC | 株式-金融 | 0.92% | — | +133.33% | |
| 39 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.92% | — | — | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.85% | — | +108.33% | |
| 41 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.83% | — | — | |
| 42 | MET | Metlife INC | 株式-金融 | 0.82% | — | +66.67% | |
| 43 | BIIB | Biogen INC | 株式-ヘルスケア | 0.81% | — | — | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.79% | +0.63% | +45.45% | |
| 45 | SLB | Slb LTD | 株式-エネルギー | 0.78% | — | — | |
| 46 | ✓ | 株式-その他 | 0.77% | — | — | ||
| 47 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.75% | — | — | |
| 48 | F | Ford Motor Co | 株式-一般消費財 | 0.71% | — | +25.49% | |
| 49 | RL | Ralph Lauren CORP | 株式-一般消費財 | 0.70% | — | +50.00% | |
| 50 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.70% | — | — |