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 | 11.76% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.49% | +11.89% | NEW | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.29% | -8.17% | — | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.33% | — | — | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.15% | — | — | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.81% | — | — | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.70% | — | — | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.53% | +0.35% | — | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.53% | -0.41% | — | |
| 10 | WFC | Wells Fargo & Co | 株式-金融 | 2.31% | — | +22.97% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.84% | +2.34% | NEW | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 1.77% | — | — | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.63% | +1.21% | NEW | |
| 14 | INTC | Intel CORP | 株式-IT | 1.51% | -0.60% | EXIT | |
| 15 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.49% | — | — | |
| 16 | T | At&t INC | 株式-通信サービス | 1.48% | — | -30.16% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.38% | — | +300.00% | |
| 18 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.34% | — | — | |
| 19 | GS | Goldman Sachs Group INC | 株式-金融 | 1.33% | — | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.29% | — | — | |
| 21 | PM | Philip Morris International | 株式-生活必需品 | 1.20% | — | — | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 1.19% | — | — | |
| 23 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 1.18% | — | — | |
| 24 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.12% | — | — | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 1.09% | — | +17.24% | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 1.01% | — | — | |
| 27 | AAPL | Apple INC | 株式-IT | 1.00% | +1.00% | -59.68% | |
| 28 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.98% | +0.42% | NEW | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.97% | -1.60% | — | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.97% | +0.37% | — | |
| 31 | PRU | Prudential Financial INC | 株式-金融 | 0.96% | — | — | |
| 32 | AIG | American International Group | 株式-金融 | 0.94% | — | — | |
| 33 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.89% | — | -67.58% | |
| 34 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.88% | — | — | |
| 35 | MMM | 3m Co | 株式-資本財 | 0.88% | — | — | |
| 36 | C | Citigroup INC | 株式-金融 | 0.86% | — | +22.81% | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.86% | +0.27% | — | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.85% | -0.20% | — | |
| 39 | UTXZ | United Tech CORP | 株式-その他 | 0.85% | — | — | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.84% | -0.30% | +18.52% | |
| 41 | FDX | Fedex CORP | 株式-資本財 | 0.83% | -0.42% | EXIT | |
| 42 | F | Ford Motor Co | 株式-一般消費財 | 0.81% | — | — | |
| 43 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.79% | — | — | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.74% | — | — | |
| 45 | STT | State Street CORP | 株式-金融 | 0.74% | — | — | |
| 46 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.73% | — | — | |
| 47 | BEN | Franklin Resources INC | 株式-金融 | 0.72% | — | — | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.66% | — | — | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.65% | -0.30% | EXIT | |
| 50 | EMR | Emerson Electric Co | 株式-資本財 | 0.65% | — | +37.50% |