CIK: 0000712050
申告総資産額
$9.3億
| # | 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 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 15.92% | — | +253.40% | |
| 2 | ROBO | Robo Global Robotics And Aut | ETF-その他 | 5.17% | — | +191.72% | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 4.10% | — | -2.50% | |
| 4 | EWY | Ishares Msci South Korea ETF | ETF-その他 | 4.01% | — | +391.58% | |
| 5 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-その他 | 3.52% | — | +13.91% | |
| 6 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 2.98% | — | — | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.21% | -0.60% | -4.09% | |
| 8 | JPM | JPMorgan Chase & Co. | 株式-金融 | 2.16% | — | +16.92% | |
| 9 | PEP | Pepsico INC | 株式-生活必需品 | 2.06% | — | +10.71% | |
| 10 | OLP | One Liberty Properties INC | 株式-その他 | 1.91% | — | — | |
| 11 | AAPL | Apple INC | 株式-IT | 1.71% | — | +2.62% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.70% | -0.34% | -0.44% | |
| 13 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.63% | — | -1.85% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.34% | — | +1.93% | |
| 15 | INTC | Intel CORP | 株式-IT | 1.33% | — | -1.64% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.31% | — | +1.33% | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 1.25% | — | +1.57% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.13% | — | +0.20% | |
| 19 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 1.10% | — | -0.16% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.01% | — | +35.06% | |
| 21 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.95% | -1.44% | +2.29% | |
| 22 | SPGI | S&p Global INC | 株式-金融 | 0.87% | — | +18.25% | |
| 23 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.83% | — | +0.78% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.80% | — | -7.77% | |
| 25 | XLF | Ss Financial Select Sector | ETF-その他 | 0.76% | — | -25.47% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.74% | — | -1.20% | |
| 27 | BAC | Bank Of America CORP | 株式-金融 | 0.73% | — | +3.73% | |
| 28 | EMLP | First Trust North American E | ETF-その他 | 0.73% | +2.11% | +814.02% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.68% | -0.49% | +407.74% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.67% | — | +523.61% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.67% | — | -13.41% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.65% | — | +0.13% | |
| 33 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.62% | — | +76.47% | |
| 34 | APTV | Aptiv PLC | 株式-一般消費財 | 0.62% | — | -2.34% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.61% | — | +2.36% | |
| 36 | UHT | Universal Health Rlty Income | 株式-その他 | 0.61% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | +135.40% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.59% | — | -35.06% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | — | -6.69% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | +0.95% | |
| 41 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 0.57% | — | +1.78% | |
| 42 | C | Citigroup INC | 株式-金融 | 0.56% | — | +1.64% | |
| 43 | MMM | 3m Co | 株式-資本財 | 0.56% | — | -7.75% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.53% | +0.17% | +12.69% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.53% | — | -0.99% | |
| 46 | HAL | Halliburton Co | 株式-エネルギー | 0.53% | — | +72.92% | |
| 47 | AMT | American Tower CORP | 株式-不動産 | 0.50% | — | -10.48% | |
| 48 | CB | Chubb Limited | 株式-金融 | 0.47% | — | +0.12% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.47% | — | -39.32% | |
| 50 | EQIX | Equinix INC | 株式-不動産 | 0.47% | — | +100.93% |