CIK: 0000801051
申告総資産額
$30.1億
上位200銘柄を表示中（全480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 | 2.57% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.46% | -0.12% | -11.48% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.84% | — | -6.28% | |
| 4 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.71% | +0.09% | +6.37% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.70% | — | +490.45% | |
| 6 | INTC | Intel CORP | 株式-IT | 1.69% | — | -7.90% | |
| 7 | VFC | Vf CORP | 株式-一般消費財 | 1.68% | — | +3.77% | |
| 8 | CSCO | Cisco Systems INC | 株式-IT | 1.68% | +0.11% | +13.60% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.68% | — | +5.17% | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 1.68% | +0.07% | +4.93% | |
| 11 | PFE | Pfizer INC | 株式-ヘルスケア | 1.67% | — | +3.25% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.66% | +0.24% | +9.59% | |
| 13 | TXN | Texas Instruments INC | 株式-IT | 1.66% | -1.07% | +10.98% | |
| 14 | BBY | Best Buy Co INC | 株式-一般消費財 | 1.65% | +0.16% | -11.36% | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.64% | — | +12.14% | |
| 16 | AMGN | Amgen INC | 株式-ヘルスケア | 1.63% | — | -2.60% | |
| 17 | QCOM | Qualcomm INC | 株式-IT | 1.62% | — | +1.40% | |
| 18 | TGT | Target CORP | 株式-一般消費財 | 1.60% | — | -3.78% | |
| 19 | PNC | Pnc Financial Services Group | 株式-金融 | 1.60% | +0.09% | -5.80% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.59% | +0.06% | +8.60% | |
| 21 | TFC | Truist Financial CORP | 株式-金融 | 1.58% | — | — | |
| 22 | ITW | Illinois Tool Works | 株式-資本財 | 1.57% | — | -3.51% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 1.56% | -0.07% | -0.97% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.55% | -0.14% | +63.94% | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 1.54% | +0.10% | +10.53% | |
| 26 | OMC | Omnicom Group | 株式-通信サービス | 1.52% | — | +4.89% | |
| 27 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.51% | — | +7.33% | |
| 28 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.50% | — | +17.56% | |
| 29 | VLO | Valero Energy CORP | 株式-エネルギー | 1.49% | +0.29% | -11.62% | |
| 30 | PFG | Principal Financial Group | 株式-金融 | 1.49% | +0.10% | +7.16% | |
| 31 | HSY | Hershey Co/the | 株式-生活必需品 | 1.48% | — | +16.17% | |
| 32 | CMI | Cummins INC | 株式-資本財 | 1.48% | — | -8.90% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.38% | +0.08% | +2.71% | |
| 34 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.37% | — | +2.30% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 1.35% | — | +12.57% | |
| 36 | MMM | 3m Co | 株式-資本財 | 1.32% | — | +4.34% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.32% | — | — | |
| 38 | CLX | Clorox Company | 株式-生活必需品 | 1.27% | — | +17.05% | |
| 39 | BLKCHF | Blackrock INC | 株式-その他 | 1.27% | — | -5.87% | |
| 40 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.25% | — | +7.76% | |
| 41 | USB | US Bancorp | 株式-金融 | 1.25% | +1.19% | -3.46% | |
| 42 | NUE | Nucor CORP | 株式-素材 | 1.22% | — | -4.66% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.22% | — | +651.91% | |
| 44 | IP | International Paper Co | 株式-一般消費財 | 1.22% | — | -7.49% | |
| 45 | GD | General Dynamics CORP | 株式-資本財 | 1.21% | — | +16.58% | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 1.08% | +0.10% | -3.43% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.02% | +0.09% | +28.00% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.96% | — | +3.77% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.96% | — | — | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.87% | — | -5.51% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +1.4% | +490.45% | 増加 |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | +1.1% | +651.91% | 増加 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.6% | +63.94% | 増加 |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.2% | +28.00% | 増加 |
| 5 | AMGN | Amgen INC | +0.2% | -2.60% | 減少 |
| 6 | QCOM | Qualcomm INC | +0.2% | +1.40% | 増加 |
| 7 | VFC | Vf CORP | +0.2% | +3.77% | 増加 |
| 8 | MRK | Merck & Co. INC. | +0.1% | +6.37% | 増加 |
| 9 | TGT | Target CORP | +0.1% | -3.78% | 減少 |
| 10 | CLX | Clorox Company | +0.1% | +17.05% | 増加 |
| 11 | JNJ | Johnson & Johnson | +0.1% | +2.71% | 増加 |
| 12 | KO | Coca-cola Co/the | +0.1% | +12.14% | 増加 |
| 13 | BBY | Best Buy Co INC | +0.1% | -11.36% | 減少 |
| 14 | AVGO | Broadcom INC | +0.1% | -0.97% | 減少 |
| 15 | MO | Altria Group INC | +0.1% | -3.43% | 減少 |
| 16 | PFE | Pfizer INC | +0.1% | +3.25% | 増加 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -6.28% | 減少 |
| 18 | ITW | Illinois Tool Works | +0.1% | -3.51% | 減少 |
| 19 | MMM | 3m Co | +0.1% | +4.34% | 増加 |
| 20 | AAPL | Apple INC | +0.1% | -9.05% | 減少 |
| 21 | IEMG | Ishares Core Msci Emerging | +0.1% | +211.23% | 増加 |
| 22 | CSCO | Cisco Systems INC | +0.1% | +13.60% | 増加 |
| 23 | TXN | Texas Instruments INC | +0.1% | +10.98% | 増加 |
| 24 | GD | General Dynamics CORP | +0.1% | +16.58% | 増加 |
| 25 | HSY | Hershey Co/the | +0.1% | +16.17% | 増加 |
| 26 | XOM | Exxon Mobil CORP | 0% | +9.59% | 増加 |
| 27 | PEP | Pepsico INC | 0% | +8.60% | 増加 |
| 28 | OMC | Omnicom Group | 0% | +4.89% | 増加 |
| 29 | EFA | Ishares Msci Eafe ETF | 0% | +3.77% | 増加 |
| 30 | TRV | Travelers Cos Inc/the | 0% | +17.56% | 増加 |
| 31 | PNC | Pnc Financial Services Group | 0% | -5.80% | 減少 |
| 32 | INTC | Intel CORP | 0% | -7.90% | 減少 |
| 33 | VZ | Verizon Communications INC | 0% | +4.93% | 増加 |
| 34 | LMT | Lockheed Martin CORP | 0% | +7.76% | 増加 |
| 35 | PG | Procter & Gamble Co/the | — | +5.17% | 増加 |
| 36 | ANGL | Vaneck Fallen Angel High Yld | -0.1% | -40.13% | 減少 |
| 37 | ET | Energy Transfer LP | -0.1% | -46.50% | 減少 |
| 38 | WEP | Magellan Midstream Partners | -0.1% | -54.92% | 減少 |
| 39 | EPD | Enterprise Products Partners | -0.1% | -54.91% | 減少 |
| 40 | ABBV | Abbvie INC | -0.2% | -74.88% | 減少 |
| 41 | GILD | Gilead Sciences INC | -0.2% | -81.19% | 減少 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -11.48% | 減少 |
| 43 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.5% | -82.16% | 減少 |
| 44 | AFL | Aflac INC | -1.2% | -98.24% | 減少 |
| 45 | APD | Air Products & Chemicals INC | -1.4% | -98.15% | 減少 |
| 46 | TFC | Truist Financial CORP | — | NEW | 新規購入 |
| 47 | BBTUSD | Bb&t CORP | — | EXIT | 全売却 |
| 48 | MBB | Ishares Mbs ETF | — | EXIT | 全売却 |
| 49 | USIG | Ishares Broad Usd Investment | — | NEW | 新規購入 |
| 50 | ✓ | — | EXIT | 全売却 |