CIK: 0000801051
申告総資産額
$30.1億
上位200銘柄を表示中（全442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 | 2.53% | -0.12% | +0.85% | |
| 2 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.87% | — | -31.33% | |
| 3 | QCOM | Qualcomm INC | 株式-IT | 1.80% | — | -3.63% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.74% | — | -2.53% | |
| 5 | TXN | Texas Instruments INC | 株式-IT | 1.74% | -1.07% | -3.63% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.73% | -0.14% | +10.92% | |
| 7 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.73% | — | -8.12% | |
| 8 | CSCO | Cisco Systems INC | 株式-IT | 1.65% | +0.11% | -13.46% | |
| 9 | VZ | Verizon Communications INC | 株式-通信サービス | 1.64% | +0.07% | -4.54% | |
| 10 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.64% | +0.09% | -4.01% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.64% | — | +12.87% | |
| 12 | MXIM | Maxim Integrated Products | 株式-その他 | 1.64% | — | +420.09% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.63% | +0.06% | -1.56% | |
| 14 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.61% | — | +9.45% | |
| 15 | AMGN | Amgen INC | 株式-ヘルスケア | 1.61% | — | -16.10% | |
| 16 | T | At&t INC | 株式-通信サービス | 1.61% | — | +10.50% | |
| 17 | CMI | Cummins INC | 株式-資本財 | 1.61% | — | -9.48% | |
| 18 | VFC | Vf CORP | 株式-一般消費財 | 1.59% | — | +23.32% | |
| 19 | ITW | Illinois Tool Works | 株式-資本財 | 1.59% | — | -2.82% | |
| 20 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.58% | — | -2.64% | |
| 21 | INTC | Intel CORP | 株式-IT | 1.57% | — | -14.25% | |
| 22 | BLKCHF | Blackrock INC | 株式-その他 | 1.55% | — | +1.03% | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.54% | — | +10.73% | |
| 24 | TFC | Truist Financial CORP | 株式-金融 | 1.53% | — | +19.90% | |
| 25 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.51% | — | +2608.22% | |
| 26 | TGT | Target CORP | 株式-一般消費財 | 1.50% | — | -19.23% | |
| 27 | OMC | Omnicom Group | 株式-通信サービス | 1.48% | — | +22.03% | |
| 28 | HSY | Hershey Co/the | 株式-生活必需品 | 1.47% | — | +4.98% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 1.46% | — | -10.71% | |
| 30 | BBY | Best Buy Co INC | 株式-一般消費財 | 1.44% | +0.16% | -20.17% | |
| 31 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.44% | — | -6.71% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 1.43% | — | -12.34% | |
| 33 | PNC | Pnc Financial Services Group | 株式-金融 | 1.41% | +0.09% | +8.47% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.35% | +0.08% | -5.30% | |
| 35 | PAYX | Paychex INC | 株式-IT | 1.33% | — | +6.11% | |
| 36 | USB | US Bancorp | 株式-金融 | 1.33% | +1.19% | +27.55% | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 1.32% | — | +1801.95% | |
| 38 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.31% | — | +3549.80% | |
| 39 | GD | General Dynamics CORP | 株式-資本財 | 1.31% | — | +8.34% | |
| 40 | IP | International Paper Co | 株式-一般消費財 | 1.31% | — | +7.40% | |
| 41 | MMM | 3m Co | 株式-資本財 | 1.31% | — | -5.29% | |
| 42 | ALL | Allstate CORP | 株式-金融 | 1.27% | — | +6573.05% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.26% | — | -2.82% | |
| 44 | NUE | Nucor CORP | 株式-素材 | 1.24% | — | -3.11% | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.24% | — | -4.56% | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 1.18% | +0.10% | +11.91% | |
| 47 | CAH | Cardinal Health INC | 株式-ヘルスケア | 1.14% | — | +27.24% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.04% | +0.09% | — | |
| 49 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.01% | — | — | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.93% | — | +22.33% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GILD | Gilead Sciences INC | +1.5% | +2608.22% | 増加 |
| 2 | MXIM | Maxim Integrated Products | +1.4% | +420.09% | 増加 |
| 3 | CL | Colgate-palmolive Co | +1.3% | +3549.80% | 増加 |
| 4 | UNP | Union Pacific CORP | +1.3% | +1801.95% | 増加 |
| 5 | ALL | Allstate CORP | +1.3% | +6573.05% | 増加 |
| 6 | VCLT | Vanguard Long-term CORP Bond | +0.5% | +362.38% | 増加 |
| 7 | TFC | Truist Financial CORP | +0.3% | +19.90% | 増加 |
| 8 | VFC | Vf CORP | +0.3% | +23.32% | 増加 |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +10.92% | 増加 |
| 10 | QCOM | Qualcomm INC | +0.2% | -3.63% | 減少 |
| 11 | USB | US Bancorp | +0.2% | +27.55% | 増加 |
| 12 | CAH | Cardinal Health INC | +0.2% | +27.24% | 増加 |
| 13 | TRV | Travelers Cos Inc/the | +0.1% | +9.45% | 増加 |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.85% | 増加 |
| 15 | BLKCHF | Blackrock INC | +0.1% | +1.03% | 増加 |
| 16 | PAYX | Paychex INC | +0.1% | +6.11% | 増加 |
| 17 | AAPL | Apple INC | +0.1% | -4.94% | 減少 |
| 18 | TXN | Texas Instruments INC | +0.1% | -3.63% | 減少 |
| 19 | AMZN | Amazon.com INC | +0.1% | -3.52% | 減少 |
| 20 | BBY | Best Buy Co INC | +0.1% | -20.17% | 減少 |
| 21 | OMC | Omnicom Group | +0.1% | +22.03% | 増加 |
| 22 | GD | General Dynamics CORP | +0.1% | +8.34% | 増加 |
| 23 | ITW | Illinois Tool Works | +0.1% | -2.82% | 減少 |
| 24 | IP | International Paper Co | +0.1% | +7.40% | 増加 |
| 25 | MSFT | Microsoft CORP | +0.1% | -3.96% | 減少 |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | — | 変化なし |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | +12.87% | 増加 |
| 28 | PNC | Pnc Financial Services Group | +0.1% | +8.47% | 増加 |
| 29 | MDY | State Street Spdr S&p Midcap | +0.1% | -2.82% | 減少 |
| 30 | HD | Home Depot INC | 0% | -12.34% | 減少 |
| 31 | CMI | Cummins INC | 0% | -9.48% | 減少 |
| 32 | PM | Philip Morris International | 0% | +22.33% | 増加 |
| 33 | T | At&t INC | — | +10.50% | 増加 |
| 34 | MO | Altria Group INC | 0% | +11.91% | 増加 |
| 35 | KO | Coca-cola Co/the | 0% | +10.73% | 増加 |
| 36 | NUE | Nucor CORP | 0% | -3.11% | 減少 |
| 37 | UPS | United Parcel Service-cl B | -0.1% | -8.12% | 減少 |
| 38 | PEP | Pepsico INC | -0.1% | -1.56% | 減少 |
| 39 | PFE | Pfizer INC | -0.4% | -10.71% | 減少 |
| 40 | PFG | Principal Financial Group | -1% | -84.18% | 減少 |
| 41 | VLO | Valero Energy CORP | -1% | -86.22% | 減少 |
| 42 | SRLN | Ss Blackstone Sr Loan ETF | -1% | -31.33% | 減少 |
| 43 | XOM | Exxon Mobil CORP | -1.1% | -79.74% | 減少 |
| 44 | AVGO | Broadcom INC | -1.5% | -95.01% | 減少 |
| 45 | CLX | Clorox Company | -1.9% | -99.22% | 減少 |
| 46 | BND | Vanguard Total Bond Market | — | NEW | 新規購入 |
| 47 | OEF | Ishares S&p 100 ETF | — | NEW | 新規購入 |
| 48 | EEFT 0.75 03-15-49 | Euronet Worldwide INC | — | NEW | 新規購入 |
| 49 | ALZCOR 0 07-28-20 | Alza CORP | — | EXIT | 全売却 |
| 50 | LNG 4.25 03-15-45 | Cheniere Energy INC | — | EXIT | 全売却 |