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 | 9.27% | — | +92.98% | |
| 2 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 5.58% | — | +17.59% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.03% | — | +32.73% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.93% | — | — | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.16% | — | — | |
| 6 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.12% | -1.60% | — | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.09% | — | +18.26% | |
| 8 | PFE | Pfizer INC | 株式-ヘルスケア | 2.07% | — | +5.45% | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.06% | — | — | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.95% | — | +36.67% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 1.93% | — | +181.25% | |
| 12 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.89% | — | — | |
| 13 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.83% | — | — | |
| 14 | WFC | Wells Fargo & Co | 株式-金融 | 1.58% | — | — | |
| 15 | COP | Conocophillips | 株式-エネルギー | 1.57% | — | -46.51% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.54% | +1.21% | NEW | |
| 17 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.51% | — | +64.34% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.47% | — | +60.00% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.42% | -0.38% | EXIT | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 1.26% | — | — | |
| 21 | T | At&t INC | 株式-通信サービス | 1.26% | — | +135.29% | |
| 22 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 1.23% | — | +66.67% | |
| 23 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.15% | — | — | |
| 24 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.14% | — | — | |
| 25 | GS | Goldman Sachs Group INC | 株式-金融 | 1.08% | — | +525.00% | |
| 26 | PM | Philip Morris International | 株式-生活必需品 | 1.02% | — | +42.22% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 1.01% | — | +114.29% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.00% | -0.41% | +50.00% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.00% | — | -70.39% | |
| 30 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.99% | — | +6.38% | |
| 31 | AIG | American International Group | 株式-金融 | 0.99% | — | — | |
| 32 | UTXZ | United Tech CORP | 株式-その他 | 0.98% | — | +100.00% | |
| 33 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.97% | — | — | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.97% | — | — | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.97% | +1.53% | +35.14% | |
| 36 | C | Citigroup INC | 株式-金融 | 0.92% | — | +27.27% | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.91% | +0.27% | +1550.00% | |
| 38 | AAPL | Apple INC | 株式-IT | 0.91% | +1.00% | -75.00% | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.91% | +0.63% | — | |
| 40 | F | Ford Motor Co | 株式-一般消費財 | 0.89% | — | — | |
| 41 | BEN | Franklin Resources INC | 株式-金融 | 0.88% | — | — | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.79% | — | +12.00% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.79% | +0.37% | +33.33% | |
| 44 | SLB | Slb LTD | 株式-エネルギー | 0.79% | — | — | |
| 45 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.73% | — | — | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.69% | +0.35% | -77.50% | |
| 47 | RRC | Range Resources CORP | 株式-エネルギー | 0.66% | — | — | |
| 48 | ✓ | 株式-その他 | 0.66% | — | +25.00% | ||
| 49 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.65% | — | — | |
| 50 | APC3EUR | Anadarko Petroleum CORP | 株式-その他 | 0.65% | — | — |