CIK: 0001140468
申告総資産額
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| # | 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 | MSFT | Microsoft CORP | 株式-IT | 5.15% | — | -15.40% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.22% | — | +1729.05% | |
| 3 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 3.07% | — | -14.01% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.01% | — | -1.24% | |
| 5 | DHR | Danaher CORP | 株式-ヘルスケア | 2.83% | — | -1.47% | |
| 6 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 2.75% | — | -5.77% | |
| 7 | ORCL | Oracle CORP | 株式-IT | 2.40% | — | -3.19% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.36% | — | -11.30% | |
| 9 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 2.23% | — | -12.81% | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 2.16% | — | -15.96% | |
| 11 | GPC | Genuine Parts Co | 株式-一般消費財 | 2.11% | — | -8.22% | |
| 12 | RTX | Rtx CORP | 株式-資本財 | 2.07% | — | -8.66% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.06% | — | -4.24% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.95% | — | -12.09% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.88% | — | -5.49% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 1.66% | — | -0.73% | |
| 17 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.65% | — | +0.23% | |
| 18 | EVRG | Evergy INC | 株式-公益事業 | 1.63% | — | -15.65% | |
| 19 | D | Dominion Energy INC | 株式-公益事業 | 1.61% | — | -12.73% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.50% | — | -10.13% | |
| 21 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.49% | — | +2.33% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.49% | — | +1.06% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.41% | — | +8.37% | |
| 24 | FE | Firstenergy CORP | 株式-公益事業 | 1.27% | — | -13.60% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.25% | — | +0.63% | |
| 26 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 1.24% | — | -22.27% | |
| 27 | CFG | Citizens Financial Group | 株式-金融 | 1.23% | — | -15.00% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.21% | — | +0.61% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.16% | — | -19.62% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.16% | — | -2.37% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.16% | — | -5.27% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 1.14% | — | -1.18% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.11% | — | -0.10% | |
| 34 | BEN | Franklin Resources INC | 株式-金融 | 1.07% | — | -8.50% | |
| 35 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.06% | — | -0.91% | |
| 36 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 1.00% | — | -13.24% | |
| 37 | J | Jacobs Solutions INC | 株式-資本財 | 1.00% | — | — | |
| 38 | ADI | Analog Devices INC | 株式-IT | 0.93% | — | -10.09% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.88% | — | -23.68% | |
| 40 | XLE | Ss Energy Select Sector | ETF-その他 | 0.84% | — | -0.08% | |
| 41 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.81% | — | -73.63% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.81% | — | -3.67% | |
| 43 | BLKCHF | Blackrock INC | 株式-その他 | 0.81% | — | -6.21% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | — | -7.43% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | — | -26.19% | |
| 46 | TFC | Truist Financial CORP | 株式-金融 | 0.68% | — | -23.09% | |
| 47 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.67% | — | -1.57% | |
| 48 | PH | Parker Hannifin CORP | 株式-資本財 | 0.64% | — | -18.08% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | -25.04% | |
| 50 | HPQ | Hp INC | 株式-IT | 0.59% | — | -69.44% |