CIK: 0000059951
申告総資産額
$8.5億
上位200銘柄を表示中（全292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 | AAPL | Apple INC | 株式-IT | 4.07% | — | +1.42% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.40% | — | +1.18% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.03% | — | +0.31% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.96% | — | -3.78% | |
| 5 | DAL | Delta Air Lines INC | 株式-資本財 | 1.70% | — | +3.06% | |
| 6 | DBEU | Xtrackers Msci Europe Hedged | ETF-その他 | 1.68% | — | -1.05% | |
| 7 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 1.63% | — | -2.37% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.60% | — | -2.78% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.52% | — | -3.58% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.44% | — | -15.96% | |
| 11 | SLB | Slb LTD | 株式-エネルギー | 1.34% | — | -0.06% | |
| 12 | AVGO | Broadcom Inc. | 株式-IT | 1.33% | — | +14.79% | |
| 13 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.30% | — | -0.37% | |
| 14 | AMT | American Tower CORP | 株式-不動産 | 1.18% | — | -6.19% | |
| 15 | FMUSD | Ishares Msci Frontier 100 | ETF-その他 | 1.12% | — | -4.40% | |
| 16 | PRU | Prudential Financial INC | 株式-金融 | 1.11% | — | -10.88% | |
| 17 | SPG | Simon Property Group INC | 株式-不動産 | 1.11% | — | +3.43% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.10% | — | -1.74% | |
| 19 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.08% | — | -9.65% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.06% | — | +3.71% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 1.03% | — | +3.51% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | — | +5.62% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.01% | — | -0.79% | |
| 24 | UTXZ | United Tech CORP | 株式-その他 | 0.99% | — | -14.09% | |
| 25 | INTC | Intel CORP | 株式-IT | 0.97% | — | -1.43% | |
| 26 | IVZ | Invesco Ltd. | 株式-金融 | 0.96% | — | -19.03% | |
| 27 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 0.93% | — | -0.93% | |
| 28 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.91% | — | +3.49% | |
| 29 | GXC | State Street Spdr S&p China | ETF-新興国市場 | 0.89% | — | -22.46% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.89% | — | +11.06% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.89% | — | -10.46% | |
| 32 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.88% | — | +1.89% | |
| 33 | BIIB | Biogen INC | 株式-ヘルスケア | 0.88% | — | -4.82% | |
| 34 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.86% | — | — | |
| 35 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 0.86% | — | -1.07% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.83% | — | -2.20% | |
| 37 | NEE | Nextera Energy INC | 株式-公益事業 | 0.83% | — | -12.53% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | — | -2.63% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.78% | — | -1.60% | |
| 40 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.77% | — | +32.55% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.77% | — | -2.57% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.76% | — | -1.07% | |
| 43 | SYF | Synchrony Financial | 株式-金融 | 0.75% | — | +27.31% | |
| 44 | MBB | Ishares Mbs ETF | ETF-その他 | 0.74% | — | -6.55% | |
| 45 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.71% | — | +15.41% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.71% | — | -0.31% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.71% | — | -47.02% | |
| 48 | C | Citigroup INC | 株式-金融 | 0.69% | — | -2.75% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.64% | — | -2.74% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | — | -1.52% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | UNP | Union Pacific CORP | +0.3% | +684.72% | 増加 |
| 2 | AAPL | Apple INC | +0.2% | +1.42% | 増加 |
| 3 | BAC | Bank Of America CORP | +0.2% | +78.25% | 増加 |
| 4 | AVGO | Broadcom Inc. | +0.2% | +14.79% | 増加 |
| 5 | SCHW | Schwab (charles) CORP | +0.2% | +48.37% | 増加 |
| 6 | ELV | Elevance Health INC | +0.2% | +32.55% | 増加 |
| 7 | ✓ | Laboratory CORP Amer Hldgs | +0.2% | +61.16% | 増加 |
| 8 | SYF | Synchrony Financial | +0.2% | +27.31% | 増加 |
| 9 | MCHP | Microchip Technology INC | +0.2% | +25.96% | 増加 |
| 10 | MET | Metlife INC | +0.2% | +48.59% | 増加 |
| 11 | ADI | Analog Devices INC | +0.1% | +62.89% | 増加 |
| 12 | META | Meta Platforms Inc-class A | +0.1% | -3.78% | 減少 |
| 13 | HD | Home Depot INC | +0.1% | +11.06% | 増加 |
| 14 | GILD | Gilead Sciences INC | +0.1% | +1.89% | 増加 |
| 15 | MU | Micron Technology INC | +0.1% | -0.71% | 減少 |
| 16 | GLD | Spdr Gold Shares | +0.1% | +15.41% | 増加 |
| 17 | VLO | Valero Energy CORP | +0.1% | +8.37% | 増加 |
| 18 | ALXN | Alexion Pharmaceuticals INC | +0.1% | -1.07% | 減少 |
| 19 | HRSEUR | L3harris Technologies INC | +0.1% | +8.82% | 増加 |
| 20 | V | Visa Inc-class A Shares | +0.1% | -1.74% | 減少 |
| 21 | INTC | Intel CORP | +0.1% | -1.43% | 減少 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +5.62% | 増加 |
| 23 | PFE | Pfizer INC | +0.1% | +3.51% | 増加 |
| 24 | NRG | Nrg Energy INC | +0.1% | +1.86% | 増加 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.18% | 増加 |
| 26 | EFA | Ishares Msci Eafe ETF | +0.1% | +3.71% | 増加 |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.31% | 増加 |
| 28 | BIIB | Biogen INC | +0.1% | -4.82% | 減少 |
| 29 | ✓ | -0.1% | +1.83% | 増加 | |
| 30 | NEE | Nextera Energy INC | -0.1% | -12.53% | 減少 |
| 31 | KO | Coca-cola Co/the | -0.1% | -26.61% | 減少 |
| 32 | KR | Kroger Co | -0.1% | -18.77% | 減少 |
| 33 | JNJ | Johnson & Johnson | -0.1% | -18.71% | 減少 |
| 34 | GXC | State Street Spdr S&p China | -0.1% | -22.46% | 減少 |
| 35 | FIS | Fidelity National Info Serv | -0.2% | -76.66% | 減少 |
| 36 | MCK | Mckesson CORP | -0.2% | -56.02% | 減少 |
| 37 | PRU | Prudential Financial INC | -0.2% | -10.88% | 減少 |
| 38 | GM | General Motors Co | -0.2% | -31.36% | 減少 |
| 39 | DAL | Delta Air Lines INC | -0.2% | +3.06% | 増加 |
| 40 | WOO | Foot Locker INC | -0.2% | -30.46% | 減少 |
| 41 | CAH | Cardinal Health INC | -0.2% | -67.23% | 減少 |
| 42 | UTXZ | United Tech CORP | -0.3% | -14.09% | 減少 |
| 43 | IVZ | Invesco Ltd. | -0.3% | -19.03% | 減少 |
| 44 | AEP | American Electric Power Company, Inc. | -0.3% | -9.65% | 減少 |
| 45 | FLOT | Ishares Floating Rate Bond E | -0.3% | -15.96% | 減少 |
| 46 | ABBV | Abbvie INC | -0.4% | -47.02% | 減少 |
| 47 | DD | DuPont de Nemours, Inc. | — | NEW | 新規購入 |
| 48 | WDC | Western Digital CORP | — | NEW | 新規購入 |
| 49 | DOW | Dow Chem Co | — | EXIT | 全売却 |
| 50 | DUK | Du Pont E I De Nemour&Co | — | EXIT | 全売却 |