CIK: 0000801051
申告総資産額
$30.1億
上位200銘柄を表示中（全351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 | 3.07% | -0.12% | +5.31% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.00% | -0.14% | -1.58% | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.45% | — | +16.87% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.45% | +0.09% | +0.35% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.44% | +0.24% | +1.04% | |
| 6 | COP | Conocophillips | 株式-エネルギー | 1.44% | +0.27% | +7.49% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 1.38% | +0.19% | -0.05% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.36% | — | -8.00% | |
| 9 | VZ | Verizon Communications INC | 株式-通信サービス | 1.32% | +0.07% | +2140.11% | |
| 10 | GD | General Dynamics CORP | 株式-資本財 | 1.31% | — | +3.47% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.31% | — | -19.27% | |
| 12 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.30% | — | +11.09% | |
| 13 | CME | Cme Group INC | 株式-金融 | 1.30% | — | -9.45% | |
| 14 | RTX | Rtx CORP | 株式-資本財 | 1.29% | — | -12.71% | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.29% | — | -15.80% | |
| 16 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.28% | +0.08% | -8.87% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.28% | — | -4.92% | |
| 18 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.28% | — | -9.19% | |
| 19 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.28% | — | -4.00% | |
| 20 | AFL | Aflac INC | 株式-金融 | 1.27% | — | -6.65% | |
| 21 | MBB | Ishares Mbs ETF | ETF-その他 | 1.27% | — | — | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.27% | — | -8.32% | |
| 23 | EOG | Eog Resources INC | 株式-エネルギー | 1.27% | +0.25% | -0.54% | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 1.26% | +0.15% | +11.28% | |
| 25 | PAYX | Paychex INC | 株式-IT | 1.25% | — | -10.89% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 1.25% | +0.11% | -11.39% | |
| 27 | QCOM | Qualcomm INC | 株式-IT | 1.25% | — | -1.38% | |
| 28 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.25% | — | -2.67% | |
| 29 | OMC | Omnicom Group | 株式-通信サービス | 1.25% | — | +19.51% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 1.24% | — | +3.26% | |
| 31 | VLO | Valero Energy CORP | 株式-エネルギー | 1.24% | +0.29% | +5928.37% | |
| 32 | BLK | Blackrock INC | 株式-金融 | 1.24% | +0.10% | +1.89% | |
| 33 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.24% | — | -8.29% | |
| 34 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.23% | — | -24.68% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 1.23% | +0.06% | -1.98% | |
| 36 | ADP | Automatic Data Processing | 株式-IT | 1.22% | — | -8.83% | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 1.22% | — | -8.17% | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.21% | — | +7.26% | |
| 39 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.21% | +0.12% | -12.05% | |
| 40 | PNC | Pnc Financial Services Group | 株式-金融 | 1.21% | +0.09% | +7.66% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.20% | — | -19.81% | |
| 42 | GLW | Corning INC | 株式-IT | 1.20% | +0.19% | +1.96% | |
| 43 | PFG | Principal Financial Group | 株式-金融 | 1.20% | +0.10% | +5081.74% | |
| 44 | ITW | Illinois Tool Works | 株式-資本財 | 1.19% | — | +0.96% | |
| 45 | MS | Morgan Stanley | 株式-金融 | 1.19% | +0.09% | +0.03% | |
| 46 | BBY | Best Buy Co INC | 株式-一般消費財 | 1.17% | +0.16% | +12.87% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.17% | +0.08% | -12.13% | |
| 48 | PKG | Packaging CORP Of America | 株式-一般消費財 | 1.17% | — | +17.29% | |
| 49 | TXN | Texas Instruments INC | 株式-IT | 1.17% | -1.07% | -4.37% | |
| 50 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.16% | -1.01% | EXIT |