CIK: 0000801051
申告総資産額
$30.1億
上位200銘柄を表示中（全503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 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.70% | — | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.35% | -0.14% | -2.74% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.99% | -0.12% | -6.52% | |
| 4 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.69% | +0.09% | -13.42% | |
| 5 | PFE | Pfizer INC | 株式-ヘルスケア | 1.67% | — | -11.31% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 1.66% | -0.07% | +8.18% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.63% | — | -12.13% | |
| 8 | VZ | Verizon Communications INC | 株式-通信サービス | 1.61% | +0.07% | -11.36% | |
| 9 | INTC | Intel CORP | 株式-IT | 1.57% | — | -3.16% | |
| 10 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.55% | — | -1.65% | |
| 11 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.52% | — | -11.44% | |
| 12 | APD | Air Products & Chemicals INC | 株式-素材 | 1.52% | — | +1.54% | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 1.51% | — | +11.63% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.51% | +0.24% | -2.83% | |
| 15 | TXN | Texas Instruments INC | 株式-IT | 1.50% | -1.07% | +8.06% | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 1.50% | +0.11% | -3.74% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 1.49% | — | -3.95% | |
| 18 | AMGN | Amgen INC | 株式-ヘルスケア | 1.49% | — | -6.31% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.48% | +0.06% | -7.72% | |
| 20 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.47% | — | -0.98% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.44% | — | -0.13% | |
| 22 | OMC | Omnicom Group | 株式-通信サービス | 1.42% | — | -12.77% | |
| 23 | TGT | Target CORP | 株式-一般消費財 | 1.40% | — | +16.24% | |
| 24 | EMR | Emerson Electric Co | 株式-資本財 | 1.40% | — | +8.34% | |
| 25 | VLO | Valero Energy CORP | 株式-エネルギー | 1.38% | +0.29% | +34.00% | |
| 26 | ITW | Illinois Tool Works | 株式-資本財 | 1.36% | — | +0.40% | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 1.33% | — | -3.21% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 1.32% | — | +8.10% | |
| 29 | CMI | Cummins INC | 株式-資本財 | 1.32% | — | -4.80% | |
| 30 | PFG | Principal Financial Group | 株式-金融 | 1.30% | +0.10% | +9.57% | |
| 31 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.30% | — | +5.07% | |
| 32 | BBTUSD | Bb&t CORP | 株式-その他 | 1.30% | — | +0.22% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.29% | +0.08% | -12.35% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.28% | — | -15.15% | |
| 35 | AFL | Aflac INC | 株式-金融 | 1.28% | — | +2795.63% | |
| 36 | MMM | 3m Co | 株式-資本財 | 1.24% | — | -1.21% | |
| 37 | HBAN | Huntington Bancshares INC | 株式-金融 | 1.21% | — | +31.29% | |
| 38 | BLKCHF | Blackrock INC | 株式-その他 | 1.19% | — | +9.42% | |
| 39 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.19% | — | -0.44% | |
| 40 | ADP | Automatic Data Processing | 株式-IT | 1.16% | — | -2.83% | |
| 41 | VFC | Vf CORP | 株式-一般消費財 | 1.16% | — | +10.45% | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.12% | — | -7.64% | |
| 43 | PNC | Pnc Financial Services Group | 株式-金融 | 1.11% | +0.09% | +2344.26% | |
| 44 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.11% | — | +1.90% | |
| 45 | IP | International Paper Co | 株式-一般消費財 | 1.11% | — | +9.75% | |
| 46 | USB | US Bancorp | 株式-金融 | 1.11% | +1.19% | -2.26% | |
| 47 | NUE | Nucor CORP | 株式-素材 | 1.08% | — | +0.80% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.08% | +0.09% | -6.81% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.95% | — | -0.35% | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.95% | +0.10% | -0.11% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AFL | Aflac INC | +1.2% | +2795.63% | 増加 |
| 2 | PNC | Pnc Financial Services Group | +1.1% | +2344.26% | 増加 |
| 3 | CAH | Cardinal Health INC | +0.7% | +5232.38% | 増加 |
| 4 | AVGO | Broadcom INC | +0.4% | +8.18% | 増加 |
| 5 | SRLN | Ss Blackstone Sr Loan ETF | +0.2% | — | 変化なし |
| 6 | MIC 2 10-01-23 | Macquarie Infrastructure | +0.1% | +2177.78% | 増加 |
| 7 | PEP | Pepsico INC | +0.1% | -7.72% | 減少 |
| 8 | KO | Coca-cola Co/the | +0.1% | -11.44% | 減少 |
| 9 | ITW | Illinois Tool Works | +0.1% | +0.40% | 増加 |
| 10 | BBTUSD | Bb&t CORP | 0% | +0.22% | 増加 |
| 11 | MCD | Mcdonald's CORP | 0% | -15.15% | 減少 |
| 12 | HD | Home Depot INC | 0% | +8.10% | 増加 |
| 13 | MMM | 3m Co | 0% | -1.21% | 減少 |
| 14 | PFE | Pfizer INC | 0% | -11.31% | 減少 |
| 15 | AMGN | Amgen INC | 0% | -6.31% | 減少 |
| 16 | QCOM | Qualcomm INC | 0% | +11.63% | 増加 |
| 17 | VLO | Valero Energy CORP | 0% | +34.00% | 増加 |
| 18 | UPS | United Parcel Service-cl B | 0% | +5.07% | 増加 |
| 19 | TGT | Target CORP | — | +16.24% | 増加 |
| 20 | CMI | Cummins INC | — | -4.80% | 減少 |
| 21 | CSCO | Cisco Systems INC | 0% | -3.74% | 減少 |
| 22 | JPM | Jpmorgan Chase & Co | 0% | -0.13% | 減少 |
| 23 | EFA | Ishares Msci Eafe ETF | 0% | -0.35% | 減少 |
| 24 | ADP | Automatic Data Processing | 0% | -2.83% | 減少 |
| 25 | USB | US Bancorp | 0% | -2.26% | 減少 |
| 26 | EMR | Emerson Electric Co | 0% | +8.34% | 増加 |
| 27 | VFC | Vf CORP | 0% | +10.45% | 増加 |
| 28 | BA | Boeing Co/the | -0.1% | -3.21% | 減少 |
| 29 | MO | Altria Group INC | -0.1% | -0.11% | 減少 |
| 30 | PFG | Principal Financial Group | -0.1% | +9.57% | 増加 |
| 31 | NUE | Nucor CORP | -0.1% | +0.80% | 増加 |
| 32 | JNJ | Johnson & Johnson | -0.1% | -12.35% | 減少 |
| 33 | IVV | Ishares Core S&p 500 ETF | -0.1% | -2.74% | 減少 |
| 34 | AMZN | Amazon.com INC | -0.1% | -7.93% | 減少 |
| 35 | LMT | Lockheed Martin CORP | -0.1% | +1.90% | 増加 |
| 36 | MDY | State Street Spdr S&p Midcap | -0.2% | -7.64% | 減少 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -6.52% | 減少 |
| 38 | XOM | Exxon Mobil CORP | -0.2% | -2.83% | 減少 |
| 39 | WRKUSD | Westrock Co | -0.2% | -94.27% | 減少 |
| 40 | PM | Philip Morris International | -0.2% | -15.38% | 減少 |
| 41 | IJR | Ishares Core S&p Small-cap E | -0.2% | -6.81% | 減少 |
| 42 | T | At&t INC | -0.3% | -59.95% | 減少 |
| 43 | AAPL | Apple INC | -0.3% | -10.62% | 減少 |
| 44 | WFC | Wells Fargo & Co | -0.8% | -81.01% | 減少 |
| 45 | SBUX | Starbucks CORP | -1.2% | -94.07% | 減少 |
| 46 | TBF | Proshares Short 20+ Treasury | — | NEW | 新規購入 |
| 47 | ET | Energy Transfer LP | — | EXIT | 全売却 |
| 48 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | EXIT | 全売却 |
| 49 | SU | Suncor Energy INC | — | EXIT | 全売却 |
| 50 | TLT | Ishares 20+ Year Treasury Bd | — | EXIT | 全売却 |