CIK: 0000039263
申告総資産額
$88.1億
上位200銘柄を表示中（全370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 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.84% | +0.35% | -0.80% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.43% | -0.20% | -0.48% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 1.77% | -0.99% | +7.12% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.75% | -0.21% | +14.02% | |
| 5 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.58% | — | +1.32% | |
| 6 | SLB | Slb LTD | 株式-エネルギー | 1.57% | — | +3.81% | |
| 7 | BA | Boeing Co/the | 株式-資本財 | 1.56% | +0.20% | -12.10% | |
| 8 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.46% | — | +0.51% | |
| 9 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 1.44% | — | -2.81% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.41% | -0.16% | -1.78% | |
| 11 | T | At&t INC | 株式-通信サービス | 1.38% | — | +4.00% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.30% | — | +0.57% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.22% | +0.13% | +6.78% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.21% | -0.13% | -2.12% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.17% | -0.16% | +0.39% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.06% | — | +1.90% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.04% | +0.14% | +1.13% | |
| 18 | CFR | Cullen/frost Bankers INC | 株式-金融 | 1.03% | — | -1.72% | |
| 19 | AXP | American Express Co | 株式-金融 | 1.03% | -0.09% | +6.03% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | -0.09% | +2.06% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.97% | — | +15.13% | |
| 22 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.93% | — | -6.93% | |
| 23 | DOW | Dow Chem Co | 株式-素材 | 0.92% | — | +5.38% | |
| 24 | GLW | Corning INC | 株式-IT | 0.92% | +0.41% | -8.12% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.90% | +0.25% | +2.84% | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 0.90% | — | +0.49% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.89% | +0.16% | +17.66% | |
| 28 | COF | Capital One Financial CORP | 株式-金融 | 0.86% | — | -6.49% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | +0.14% | +3.17% | |
| 30 | LTXBUSD | Legacytexas Financial Group | 株式-その他 | 0.85% | — | -10.23% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.85% | — | -7.22% | |
| 32 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.84% | — | +1.97% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.84% | -0.14% | +45.97% | |
| 34 | NDAQ | Nasdaq INC | 株式-金融 | 0.83% | — | +2.11% | |
| 35 | AIG | American International Group | 株式-金融 | 0.83% | — | +0.55% | |
| 36 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.81% | — | +0.33% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | -0.11% | +1.27% | |
| 38 | C | Citigroup INC | 株式-金融 | 0.81% | — | -0.10% | |
| 39 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.79% | — | +2.85% | |
| 40 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.79% | — | +4.44% | |
| 41 | LUV | Southwest Airlines Co | 株式-資本財 | 0.79% | — | +1.38% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.78% | — | -0.66% | |
| 43 | CELG | Celgene CORP | 株式-その他 | 0.76% | — | -0.31% | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.76% | — | +4.64% | |
| 45 | BLKCHF | Blackrock INC | 株式-その他 | 0.76% | — | +1.07% | |
| 46 | RUSHB | Rush Enterprises INC - Cl B | 株式-その他 | 0.76% | — | -3.48% | |
| 47 | WY | Weyerhaeuser Co | 株式-不動産 | 0.75% | — | +26.56% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | -0.08% | -0.61% | |
| 49 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.73% | — | +0.71% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.71% | -0.11% | +0.14% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NWL | Newell Brands INC | +0.3% | +1096.09% | 増加 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +45.97% | 増加 |
| 3 | PWVUSD | Invesco Dynamic Large Cap Va | +0.2% | +72.08% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.2% | +7.12% | 増加 |
| 5 | IWF | Ishares Russell 1000 Growth | +0.2% | +14.02% | 増加 |
| 6 | LUV | Southwest Airlines Co | +0.2% | +1.38% | 増加 |
| 7 | AXP | American Express Co | +0.2% | +6.03% | 増加 |
| 8 | WFC | Wells Fargo & Co | +0.2% | +0.49% | 増加 |
| 9 | CFR | Cullen/frost Bankers INC | +0.1% | -1.72% | 減少 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -0.61% | 減少 |
| 11 | C | Citigroup INC | +0.1% | -0.10% | 減少 |
| 12 | LTXBUSD | Legacytexas Financial Group | +0.1% | -10.23% | 減少 |
| 13 | R6C2 | Royal Dutch Shell-spon Adr-b | +0.1% | +15.45% | 増加 |
| 14 | DIS | Walt Disney Co/the | +0.1% | +0.51% | 増加 |
| 15 | VO | Vanguard Mid-cap ETF | +0.1% | +15.13% | 増加 |
| 16 | RUSHB | Rush Enterprises INC - Cl B | +0.1% | -3.48% | 減少 |
| 17 | SCHW | Schwab (charles) CORP | +0.1% | -0.15% | 減少 |
| 18 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +46.54% | 増加 |
| 19 | CVX | Chevron CORP | +0.1% | +2.84% | 増加 |
| 20 | SLB | Slb LTD | +0.1% | +3.81% | 増加 |
| 21 | IWD | Ishares Russell 1000 Value E | +0.1% | +6.78% | 増加 |
| 22 | DOW | Dow Chem Co | +0.1% | +5.38% | 増加 |
| 23 | WY | Weyerhaeuser Co | +0.1% | +26.56% | 増加 |
| 24 | EFA | Ishares Msci Eafe ETF | +0.1% | +17.66% | 増加 |
| 25 | VB | Vanguard Small-cap ETF | +0.1% | +12.57% | 増加 |
| 26 | NFLX | Netflix INC | +0.1% | +0.69% | 増加 |
| 27 | COF | Capital One Financial CORP | +0.1% | -6.49% | 減少 |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +4.64% | 増加 |
| 29 | AEP | American Electric Power Company, Inc. | +0.1% | +1.32% | 増加 |
| 30 | T | At&t INC | +0.1% | +4.00% | 増加 |
| 31 | UAL | United Airlines Holdings INC | -0.1% | -68.63% | 減少 |
| 32 | ✓ | Shire PLC | -0.1% | -4.01% | 減少 |
| 33 | ✓ | -0.1% | +4.90% | 増加 | |
| 34 | WDAY | Workday Inc-class A | -0.1% | -5.59% | 減少 |
| 35 | VOO | Vanguard S&p 500 ETF | -0.1% | -27.25% | 減少 |
| 36 | CSCO | Cisco Systems INC | -0.2% | -7.22% | 減少 |
| 37 | TGT | Target CORP | -0.2% | -23.68% | 減少 |
| 38 | MDT | Medtronic plc | -0.2% | -3.08% | 減少 |
| 39 | ICF | Ishares Select U.s. Reit ETF | -0.2% | -2.81% | 減少 |
| 40 | BWX | State Street Spdr Bloomberg | -0.2% | -78.12% | 減少 |
| 41 | AMZN | Amazon.com INC | -0.2% | -2.12% | 減少 |
| 42 | HLT | Hilton Worldwide Holdings Inc. | -0.3% | -84.90% | 減少 |
| 43 | META | Meta Platforms Inc-class A | -0.3% | -1.78% | 減少 |
| 44 | DG | Dollar General CORP | -0.3% | -66.44% | 減少 |
| 45 | SWKS | Skyworks Solutions INC | — | NEW | 新規購入 |
| 46 | PRGO | Perrigo Company plc | — | NEW | 新規購入 |
| 47 | EW | Edwards Lifesciences CORP | — | NEW | 新規購入 |
| 48 | AMT | American Tower CORP | — | NEW | 新規購入 |
| 49 | TJX | Tjx Companies INC | — | NEW | 新規購入 |
| 50 | BIDU | Baidu INC - Spon Adr | — | EXIT | 全売却 |