CIK: 0000315080
申告総資産額
$19.1億
上位200銘柄を表示中(全339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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.57% | +0.02% | -0.47% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 10.02% | — | -0.60% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.25% | -0.10% | +123.76% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.64% | +0.07% | -0.86% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.51% | -1.33% | -0.62% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.49% | — | -12.97% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.35% | -0.06% | -0.48% | |
| 8 | VZ | Verizon Communications INC | 株式-通信サービス | 1.32% | — | -0.53% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.31% | +0.13% | -13.99% | |
| 10 | COP | Conocophillips | 株式-エネルギー | 1.28% | — | -6.93% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.22% | — | -10.33% | |
| 12 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.22% | — | -3.08% | |
| 13 | T | At&t INC | 株式-通信サービス | 1.21% | — | -1.48% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.20% | -0.03% | -1.75% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.11% | -0.04% | -3.21% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.08% | -0.61% | +14.86% | |
| 17 | VOD | Vodafone Group Public Limited Company | 株式-通信サービス | 1.02% | — | -1.97% | |
| 18 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.96% | — | -2.27% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.95% | — | -5.13% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.95% | — | -2.11% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.93% | -0.01% | +0.27% | |
| 22 | HON | Honeywell International INC | 株式-資本財 | 0.88% | +0.06% | -0.07% | |
| 23 | MO | Altria Group INC | 株式-生活必需品 | 0.88% | — | -6.86% | |
| 24 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.88% | -0.09% | EXIT | |
| 25 | NGG | National Grid plc | 株式-公益事業 | 0.86% | — | -6.80% | |
| 26 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.82% | — | -0.15% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.81% | — | +4.83% | |
| 28 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.77% | — | +2.38% | |
| 29 | GOOG | Alphabet A | 株式-通信サービス | 0.74% | — | +24.71% | |
| 30 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.73% | — | -3.33% | |
| 31 | DUK | Duke Energy CORP | 株式-公益事業 | 0.71% | — | -4.61% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.71% | — | -2.06% | |
| 33 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.67% | — | -3.83% | |
| 34 | SO | Southern Co/the | 株式-公益事業 | 0.65% | — | -5.12% | |
| 35 | PM | Philip Morris International | 株式-生活必需品 | 0.65% | — | -11.41% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.63% | — | +0.17% | |
| 37 | REYN | Reynolds Consumer Products Inc. | 株式-その他 | 0.63% | — | -7.76% | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.63% | — | +1.57% | |
| 39 | ✓ | Lorillard INC | 株式-その他 | 0.62% | — | -3.35% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.56% | — | -7.63% | |
| 41 | MMM | 3m Co | 株式-資本財 | 0.55% | — | +4.63% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.54% | — | +1.68% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | -0.07% | -16.83% | |
| 44 | KHC | The Kraft Heinz Company | 株式-生活必需品 | 0.50% | — | -3.44% | |
| 45 | INTC | Intel CORP | 株式-IT | 0.50% | — | +10.18% | |
| 46 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.50% | — | -6.01% | |
| 47 | D | Dominion Energy INC | 株式-公益事業 | 0.49% | — | -1.40% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.49% | -0.03% | -3.92% | |
| 49 | AXP | American Express Company | 株式-金融 | 0.47% | — | +1.44% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | -0.03% | -5.83% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.3% | +123.76% | 増加 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | -0.47% | 減少 |
| 3 | GOOG | Alphabet A | +0.3% | +24.71% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.2% | +14.86% | 増加 |
| 5 | BA | Boeing Co/the | +0.2% | +66.81% | 増加 |
| 6 | HPE | Hewlett-Packard Company | +0.2% | +66.36% | 増加 |
| 7 | AAPL | Apple INC | +0.2% | -0.48% | 減少 |
| 8 | ABBV | Abbvie INC | +0.1% | -1.75% | 減少 |
| 9 | HP | Helmerich & Payne | +0.1% | +166.47% | 増加 |
| 10 | FITB | Fifth Third Bancorp | +0.1% | +348.60% | 増加 |
| 11 | AEP | American Electric Power Company, Inc. | +0.1% | -3.08% | 減少 |
| 12 | BP | Bp Plc-spons Adr | +0.1% | +2.38% | 増加 |
| 13 | MMM | 3m Co | +0.1% | +4.63% | 増加 |
| 14 | INTC | Intel CORP | +0.1% | +10.18% | 増加 |
| 15 | MA | Mastercard INC - A | +0.1% | +48.20% | 増加 |
| 16 | PSA | Public Storage | +0.1% | +130.00% | 増加 |
| 17 | ✓ | +0.1% | +28.02% | 増加 | |
| 18 | FCX | Freeport-mcmoran INC | +0.1% | +26.33% | 増加 |
| 19 | PFE | Pfizer INC | +0.1% | +4.83% | 増加 |
| 20 | VOD | Vodafone Group Public Limited Company | +0.1% | -1.97% | 減少 |
| 21 | HON | Honeywell International INC | +0.1% | -0.07% | 減少 |
| 22 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | -4.24% | 減少 |
| 23 | LOW | Lowe's Cos INC | -0.1% | -55.89% | 減少 |
| 24 | CTRA | Coterra Energy INC | -0.1% | -55.80% | 減少 |
| 25 | PM | Philip Morris International | -0.1% | -11.41% | 減少 |
| 26 | SYMCEUR | Symantec CORP | -0.2% | -66.47% | 減少 |
| 27 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -12.97% | 減少 |
| 28 | LLY | Eli Lilly & Co | -0.2% | -33.01% | 減少 |
| 29 | ✓ | Cbs CORP New | -0.2% | -63.93% | 減少 |
| 30 | IBM | Intl Business Machines CORP | -0.2% | -32.96% | 減少 |
| 31 | BND | Vanguard Total Bond Market | -0.6% | -0.60% | 減少 |
| 32 | GLD | Spdr Gold Shares | -3.8% | -96.63% | 減少 |
| 33 | ✓ | Yahoo INC | — | EXIT | 全売却 |
| 34 | PRGO | Perrigo Company plc | — | EXIT | 全売却 |
| 35 | ✓ | — | NEW | 新規購入 | |
| 36 | VXUS | Vanguard Total Intl Stock | — | NEW | 新規購入 |
| 37 | VTR | Ventas INC | — | NEW | 新規購入 |
| 38 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 39 | INTU | Intuit INC | — | NEW | 新規購入 |
| 40 | ✓ | — | EXIT | 全売却 | |
| 41 | ✓ | Directv | — | NEW | 新規購入 |
| 42 | ICE | Intercontinental Exchange In | — | NEW | 新規購入 |
| 43 | ✓ | Noble CORP | — | EXIT | 全売却 |
| 44 | NE | Noble Corporation plc | — | NEW | 新規購入 |
| 45 | EXPE | Expedia Group INC | — | NEW | 新規購入 |
| 46 | MPC | Marathon Petroleum CORP | — | NEW | 新規購入 |
| 47 | EMN | Eastman Chemical Co | — | EXIT | 全売却 |
| 48 | ✓ | Actavis INC Com | — | EXIT | 全売却 |
| 49 | HRSEUR | L3harris Technologies INC | — | NEW | 新規購入 |
| 50 | FSLR | First Solar INC | — | NEW | 新規購入 |