CIK: 0000791490
申告総資産額
$10.2億
上位76銘柄を表示中（全276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 | MTB | M & T Bank CORP | 株式-金融 | 0.04% | — | — | |
| 2 | SWPPX | Schwab S&p 500 Index-sel | 株式-その他 | 0.04% | — | — | |
| 3 | FSKAX | Fidelity Ttl Mkt Indx | 株式-その他 | 0.04% | — | +0.20% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.04% | — | — | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.04% | — | — | |
| 6 | CLX | Clorox Company | 株式-生活必需品 | 0.04% | — | — | |
| 7 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.04% | — | +6.01% | |
| 8 | VNOMUSD | Viper Energy Inc-cl A | 株式-その他 | 0.04% | — | — | |
| 9 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.04% | — | -42.86% | |
| 10 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.04% | — | -12.86% | |
| 11 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.04% | — | — | |
| 12 | WM | Waste Management INC | 株式-資本財 | 0.04% | — | — | |
| 13 | JAMCX | Jpmorgan Mid Cap Value-a | 株式-その他 | 0.04% | — | — | |
| 14 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.04% | — | — | |
| 15 | XEL | Xcel Energy INC | 株式-公益事業 | 0.04% | — | -27.58% | |
| 16 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.04% | — | -34.43% | |
| 17 | ✓ | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.04% | — | — | |
| 18 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.04% | — | — | |
| 19 | COHR | Coherent CORP | 株式-IT | 0.04% | — | +9.20% | |
| 20 | CB | Chubb Limited | 株式-金融 | 0.04% | — | +7.10% | |
| 21 | PJGZX | Pgim Jennison Focus Val-z | 株式-その他 | 0.04% | — | — | |
| 22 | VTUIX | Vontobel US Equity Inst-i | 株式-その他 | 0.04% | — | — | |
| 23 | UBER | Uber Technologies INC | 株式-資本財 | 0.04% | — | -10.64% | |
| 24 | 0VVB | Paramount Global-class B | 株式-その他 | 0.04% | — | -13.99% | |
| 25 | PM | Philip Morris International | 株式-生活必需品 | 0.03% | — | -20.55% | |
| 26 | XLF | Ss Financial Select Sector | ETF-その他 | 0.03% | — | -0.42% | |
| 27 | WPC | Wp Carey INC | 株式-不動産 | 0.03% | — | -0.77% | |
| 28 | CI | THE Cigna Group | 株式-ヘルスケア | 0.03% | — | -0.58% | |
| 29 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.03% | — | — | |
| 30 | STX | Seagate Technology Holdings plc | 株式-IT | 0.03% | — | +0.04% | |
| 31 | CXT | Crane Nxt Co | 株式-資本財 | 0.03% | — | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.03% | — | +3.02% | |
| 33 | SYK | Stryker CORP | 株式-ヘルスケア | 0.03% | — | — | |
| 34 | INTU | Intuit INC | 株式-IT | 0.03% | — | — | |
| 35 | TWCGX | Amer Cent Grwth-inv | 株式-その他 | 0.03% | — | — | |
| 36 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.03% | — | — | |
| 37 | PFM | Invesco Dividend Achievers E | ETF-その他 | 0.03% | — | — | |
| 38 | ONB | Old National Bancorp | 株式-金融 | 0.03% | — | -57.48% | |
| 39 | DAL | Delta Air Lines INC | 株式-資本財 | 0.03% | — | -2.71% | |
| 40 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.03% | — | — | |
| 41 | ✓ | Exelon Corporation | 株式-その他 | 0.03% | — | +0.35% | |
| 42 | CTVA | Corteva INC | 株式-素材 | 0.03% | — | — | |
| 43 | FDSVX | Fidelity Growth Discovery | 株式-その他 | 0.03% | — | — | |
| 44 | IYF | Ishares US Financials ETF | ETF-その他 | 0.03% | — | -10.65% | |
| 45 | BLKCHF | Blackrock INC | 株式-その他 | 0.03% | — | -7.76% | |
| 46 | TRMCX | T Rowe Pr Mid-cap Value-inv | 株式-その他 | 0.03% | — | — | |
| 47 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.03% | — | — | |
| 48 | PRNHX | T Rowe Pr New Horizons-inv | 株式-その他 | 0.03% | — | -14.45% | |
| 49 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.03% | — | — | |
| 50 | CEG | Constellation Energy | 株式-公益事業 | 0.03% | — | -2.27% |