CIK: 0000315080
申告総資産額
$19.1億
上位200銘柄を表示中(全359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 | 13.14% | +0.02% | +0.86% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 9.34% | — | -2.58% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.11% | -0.10% | +8.54% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.92% | — | -3.73% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.61% | -0.06% | -0.21% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.57% | -1.33% | +13.62% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.52% | +0.07% | -5.85% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.47% | -0.01% | +16.25% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.39% | — | +16.99% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.26% | -0.61% | +0.20% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | -0.04% | +0.45% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.07% | +0.13% | +0.24% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.04% | — | -11.81% | |
| 14 | MO | Altria Group INC | 株式-生活必需品 | 1.01% | — | +7.44% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.00% | — | -5.58% | |
| 16 | PM | Philip Morris International | 株式-生活必需品 | 0.99% | — | +6.50% | |
| 17 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.97% | — | -4.03% | |
| 18 | COP | Conocophillips | 株式-エネルギー | 0.96% | — | -7.79% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.94% | -0.03% | -4.25% | |
| 20 | T | At&t INC | 株式-通信サービス | 0.91% | — | -4.74% | |
| 21 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.85% | — | -9.71% | |
| 22 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.83% | — | +19.56% | |
| 23 | ALEX | Alexander & Baldwin INC | 株式-その他 | 0.82% | — | -32.98% | |
| 24 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.80% | — | -4.03% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.79% | — | -2.93% | |
| 26 | NGG | National Grid plc | 株式-公益事業 | 0.78% | — | -3.41% | |
| 27 | INTC | Intel CORP | 株式-IT | 0.77% | — | +22.50% | |
| 28 | HON | Honeywell International INC | 株式-資本財 | 0.76% | +0.06% | -10.25% | |
| 29 | DUK | Duke Energy CORP | 株式-公益事業 | 0.75% | — | -5.07% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | -0.03% | -4.47% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.69% | — | -6.82% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.67% | — | -4.13% | |
| 33 | REYN | Reynolds Consumer Products Inc. | 株式-その他 | 0.67% | — | -9.59% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.61% | — | +15.42% | |
| 35 | SO | Southern Co/the | 株式-公益事業 | 0.61% | — | -6.30% | |
| 36 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.60% | — | -3.20% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.59% | — | +19.72% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | -0.07% | -0.20% | |
| 39 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.58% | — | -5.64% | |
| 40 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.57% | — | -7.38% | |
| 41 | KHC | The Kraft Heinz Company | 株式-生活必需品 | 0.57% | — | -0.90% | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.54% | — | -4.52% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.53% | — | -7.75% | |
| 44 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.53% | — | -3.61% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | -2.16% | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.48% | — | -22.11% | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.48% | — | +4.67% | |
| 48 | D | Dominion Energy INC | 株式-公益事業 | 0.46% | — | -5.86% | |
| 49 | AXP | American Express Company | 株式-金融 | 0.45% | — | -4.66% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.45% | -0.03% | -1.69% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +0.86% | 増加 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +8.54% | 増加 |
| 3 | VIG | Vanguard Dividend Apprec ETF | +0.3% | +16.99% | 増加 |
| 4 | VXF | Vanguard Extended Market ETF | +0.2% | +19.56% | 増加 |
| 5 | INTC | Intel CORP | +0.2% | +22.50% | 増加 |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +16.25% | 増加 |
| 7 | LOW | Lowe's Cos INC | +0.2% | +132.15% | 増加 |
| 8 | AAPL | Apple INC | +0.1% | -0.21% | 減少 |
| 9 | MO | Altria Group INC | +0.1% | +7.44% | 増加 |
| 10 | MAR | Marriott International -cl A | +0.1% | +142.36% | 増加 |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +13.62% | 増加 |
| 12 | IVE | Ishares S&p 500 Value ETF | +0.1% | +19.72% | 増加 |
| 13 | GD | General Dynamics CORP | +0.1% | +106.55% | 増加 |
| 14 | V | Visa Inc-class A Shares | +0.1% | -0.20% | 減少 |
| 15 | DUK | Du Pont E I De Nemour&Co | +0.1% | +50.25% | 増加 |
| 16 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +15.42% | 増加 |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +0.45% | 増加 |
| 18 | VXUS | Vanguard Total Intl Stock | +0.1% | +34.48% | 増加 |
| 19 | FCX | Freeport-mcmoran INC | -0.1% | -40.48% | 減少 |
| 20 | T | At&t INC | -0.1% | -4.74% | 減少 |
| 21 | PPG | Ppg Industries INC | -0.1% | -59.94% | 減少 |
| 22 | SLB | Slb LTD | -0.1% | -13.88% | 減少 |
| 23 | GILD | Gilead Sciences INC | -0.1% | -3.20% | 減少 |
| 24 | MRK | Merck & Co. INC. | -0.1% | -5.58% | 減少 |
| 25 | R6C2 | Royal Dutch Shell-spon Adr-b | -0.1% | -5.64% | 減少 |
| 26 | BA | Boeing Co/the | -0.1% | -42.19% | 減少 |
| 27 | JNJ | Johnson & Johnson | -0.1% | -5.85% | 減少 |
| 28 | QCOM | Qualcomm INC | -0.1% | -22.11% | 減少 |
| 29 | NOVEUR | National Oilwell Varco INC | -0.2% | -33.05% | 減少 |
| 30 | EFA | Ishares Msci Eafe ETF | -0.2% | -3.73% | 減少 |
| 31 | 9990302D | Apache CORP | -0.2% | -81.66% | 減少 |
| 32 | BP | Bp Plc-spons Adr | -0.2% | -22.97% | 減少 |
| 33 | TTEN | Totalenergies Se -spon Adr | -0.2% | -7.38% | 減少 |
| 34 | BND | Vanguard Total Bond Market | -0.2% | -2.58% | 減少 |
| 35 | COP | Conocophillips | -0.2% | -7.79% | 減少 |
| 36 | VZ | Verizon Communications INC | -0.2% | -11.81% | 減少 |
| 37 | HAL | Halliburton Co | -0.3% | -19.08% | 減少 |
| 38 | ALEX | Alexander & Baldwin INC | -0.3% | -32.98% | 減少 |
| 39 | MATX | Matson INC | -0.4% | -64.89% | 減少 |
| 40 | KMI | Kinder Morgan INC | — | NEW | 新規購入 |
| 41 | ✓ | Bemis INC | — | NEW | 新規購入 |
| 42 | EW | Edwards Lifesciences CORP | — | NEW | 新規購入 |
| 43 | FFIV | F5 INC | — | NEW | 新規購入 |
| 44 | GWW | Ww Grainger INC | — | EXIT | 全売却 |
| 45 | ELV | Elevance Health INC | — | NEW | 新規購入 |
| 46 | KEY | Keycorp | — | EXIT | 全売却 |
| 47 | MAN | Manpowergroup INC | — | EXIT | 全売却 |
| 48 | BAC | Bank Of America CORP | — | NEW | 新規購入 |
| 49 | LMT | Lockheed Martin CORP | — | EXIT | 全売却 |
| 50 | APC3EUR | Anadarko Petroleum CORP | — | EXIT | 全売却 |