CIK: 0000315080
申告総資産額
$19.1億
上位200銘柄を表示中（全362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 | 8.61% | +0.02% | -16.64% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.34% | -0.10% | +7.99% | |
| 3 | AAPL | Apple INC | 株式-IT | 1.96% | -0.06% | -1.23% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.92% | — | +10.29% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 1.89% | — | -58.54% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.82% | -1.33% | +1.01% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.69% | +0.07% | -0.46% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.60% | — | +4.07% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.45% | — | +0.01% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.44% | -0.61% | +4.20% | |
| 11 | MO | Altria Group INC | 株式-生活必需品 | 1.31% | — | -1.94% | |
| 12 | REYN | Reynolds Consumer Products Inc. | 株式-その他 | 1.25% | — | +108.74% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.25% | -0.04% | -5.33% | |
| 14 | PM | Philip Morris International | 株式-生活必需品 | 1.23% | — | -1.27% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 1.22% | — | +0.34% | |
| 16 | T | At&t INC | 株式-通信サービス | 1.18% | — | +8.64% | |
| 17 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.17% | — | -0.13% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.11% | -0.01% | -26.05% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.11% | +0.13% | +11.56% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.10% | — | -0.75% | |
| 21 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.04% | — | -1.19% | |
| 22 | NGG | National Grid plc | 株式-公益事業 | 1.00% | — | +2.48% | |
| 23 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.99% | — | +0.13% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.96% | — | +6.41% | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.96% | — | +1.68% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.93% | — | -0.37% | |
| 27 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.92% | — | — | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.91% | -0.03% | -3.17% | |
| 29 | HON | Honeywell International INC | 株式-資本財 | 0.87% | +0.06% | -2.40% | |
| 30 | DUK | Duke Energy CORP | 株式-公益事業 | 0.82% | — | +2.04% | |
| 31 | ALEX | Alexander & Baldwin INC | 株式-その他 | 0.81% | — | — | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.77% | — | +6.06% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.77% | — | +132.12% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.77% | -0.03% | -9.48% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.76% | — | +4.52% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.74% | — | +2.14% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.72% | — | -1.14% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | -0.07% | +2.75% | |
| 39 | SO | Southern Co/the | 株式-公益事業 | 0.69% | — | +1.16% | |
| 40 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.69% | — | +5.96% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.68% | — | -12.06% | |
| 42 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.65% | — | -5.57% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.61% | — | -6.43% | |
| 44 | GIS | General Mills INC | 株式-生活必需品 | 0.60% | — | +7.55% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.57% | — | +3.42% | |
| 46 | D | Dominion Energy INC | 株式-公益事業 | 0.55% | — | +5.19% | |
| 47 | AXP | American Express Company | 株式-金融 | 0.54% | — | +3.57% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.54% | -0.03% | +4.73% | |
| 49 | COP | Conocophillips | 株式-エネルギー | 0.54% | — | -13.70% | |
| 50 | UL | Unilever PLC | 株式-生活必需品 | 0.53% | — | +3.19% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EEM | Ishares Msci Emerging Market | +0.4% | +132.12% | 増加 |
| 2 | REYN | Reynolds Consumer Products Inc. | +0.3% | +108.74% | 増加 |
| 3 | AMZN | Amazon.com INC | +0.3% | +161.04% | 増加 |
| 4 | MO | Altria Group INC | +0.2% | -1.94% | 減少 |
| 5 | NGG | National Grid plc | +0.2% | +2.48% | 増加 |
| 6 | MCD | Mcdonald's CORP | +0.2% | +6.41% | 増加 |
| 7 | HD | Home Depot INC | +0.1% | +19.67% | 増加 |
| 8 | TMO | Thermo Fisher Scientific INC | +0.1% | +99.57% | 増加 |
| 9 | VEA | Vanguard Ftse Developed ETF | 0% | +1.01% | 増加 |
| 10 | EFA | Ishares Msci Eafe ETF | 0% | +0.01% | 増加 |
| 11 | DBEF | Xtrackers Msci Eafe Hedged E | 0% | +0.13% | 増加 |
| 12 | VXF | Vanguard Extended Market ETF | 0% | +1.68% | 増加 |
| 13 | HON | Honeywell International INC | 0% | -2.40% | 減少 |
| 14 | ALEX | Alexander & Baldwin INC | 0% | — | 変化なし |
| 15 | PG | Procter & Gamble Co/the | 0% | -5.33% | 減少 |
| 16 | CVX | Chevron CORP | 0% | +6.06% | 増加 |
| 17 | MRK | Merck & Co. INC. | 0% | -0.75% | 減少 |
| 18 | R6C2 | Royal Dutch Shell-spon Adr-b | -0.1% | -1.91% | 減少 |
| 19 | WFC | Wells Fargo & Co | -0.1% | -16.04% | 減少 |
| 20 | AAPL | Apple INC | -0.1% | -1.23% | 減少 |
| 21 | CSCO | Cisco Systems INC | -0.1% | -19.37% | 減少 |
| 22 | EW | Edwards Lifesciences CORP | -0.1% | -44.03% | 減少 |
| 23 | JPM | Jpmorgan Chase & Co | -0.1% | -9.48% | 減少 |
| 24 | IVE | Ishares S&p 500 Value ETF | -0.1% | -12.06% | 減少 |
| 25 | ✓ | Whole Foods Mkt INC | -0.1% | -58.91% | 減少 |
| 26 | GILD | Gilead Sciences INC | -0.1% | -5.57% | 減少 |
| 27 | TTEN | Totalenergies Se -spon Adr | -0.1% | -17.55% | 減少 |
| 28 | DIS | Walt Disney Co/the | -0.1% | -18.57% | 減少 |
| 29 | AIG | American International Group | -0.1% | -55.46% | 減少 |
| 30 | ABBV | Abbvie INC | -0.1% | -3.17% | 減少 |
| 31 | COR | Cencora INC | -0.2% | -32.42% | 減少 |
| 32 | UNP | Union Pacific CORP | -0.2% | -54.76% | 減少 |
| 33 | COP | Conocophillips | -0.2% | -13.70% | 減少 |
| 34 | GS | Goldman Sachs Group INC | -0.2% | -51.96% | 減少 |
| 35 | WMB | Williams Cos INC | -0.3% | -32.30% | 減少 |
| 36 | VWO | Vanguard Ftse Emerging Marke | -0.6% | -26.05% | 減少 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.3% | -16.64% | 減少 |
| 38 | BND | Vanguard Total Bond Market | -2.2% | -58.54% | 減少 |
| 39 | KHC | The Kraft Heinz Company | — | EXIT | 全売却 |
| 40 | KHC | Kraft Heinz Co/the | — | NEW | 新規購入 |
| 41 | WELL | Welltower INC | — | NEW | 新規購入 |
| 42 | WELL | Welltower Inc. | — | EXIT | 全売却 |
| 43 | MNST | Monster Beverage CORP | — | EXIT | 全売却 |
| 44 | ✓ | Directv | — | EXIT | 全売却 |
| 45 | MS | Morgan Stanley | — | NEW | 新規購入 |
| 46 | ✓ | — | NEW | 新規購入 | |
| 47 | BG | Bunge Global SA | — | NEW | 新規購入 |
| 48 | INTU | Intuit INC | — | EXIT | 全売却 |
| 49 | AVB | Avalonbay Communities INC | — | NEW | 新規購入 |
| 50 | RTN1USD | Raytheon Company | — | NEW | 新規購入 |