CIK: 0000035442
申告総資産額
$84.6億
上位200銘柄を表示中（全425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 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.12% | — | +5.27% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.49% | -0.42% | +29.02% | |
| 3 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 3.39% | — | +41766.37% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.96% | +0.35% | +6.78% | |
| 5 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.56% | +0.29% | +25.97% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.56% | -0.29% | +13.74% | |
| 7 | CBT | Cabot CORP | 株式-素材 | 2.21% | +0.08% | +89.47% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.94% | -0.83% | +11.10% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.90% | — | +10.43% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.74% | — | +3.34% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.71% | — | +6.15% | |
| 12 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.65% | — | +4.71% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.61% | +0.14% | +9.50% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.56% | — | +5.46% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.40% | — | +10.30% | |
| 16 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.40% | — | +15.85% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.38% | -0.01% | +1.47% | |
| 18 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.24% | — | +8.02% | |
| 19 | UTXZ | United Tech CORP | 株式-その他 | 1.13% | — | +2.89% | |
| 20 | PSA | Public Storage | 株式-不動産 | 1.09% | — | +23.08% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.08% | — | +15.14% | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.05% | — | -14.79% | |
| 23 | MMM | 3m Co | 株式-資本財 | 1.01% | — | +9.24% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.00% | — | +13.62% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 0.94% | — | +11.27% | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 0.90% | — | +7.09% | |
| 27 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.88% | +0.11% | +1209.04% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.86% | -0.11% | +21.42% | |
| 29 | SPG | Simon Property Group INC | 株式-不動産 | 0.86% | — | +16.98% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | -0.25% | +27.56% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.84% | — | +9.73% | |
| 32 | MTD | Mettler-toledo International | 株式-ヘルスケア | 0.84% | — | +2.34% | |
| 33 | ✓ | Clearbridge | 株式-その他 | 0.80% | — | +35.13% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.77% | — | +10.95% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.77% | +0.07% | +5.09% | |
| 36 | AXP | American Express Company | 株式-金融 | 0.74% | — | +12.24% | |
| 37 | SRCLEUR | Stericycle INC | 株式-その他 | 0.73% | — | -5.80% | |
| 38 | USB | US Bancorp | 株式-金融 | 0.73% | — | +13.04% | |
| 39 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.70% | -0.07% | +6.54% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | -0.05% | +6.66% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.67% | -0.09% | +9.79% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.67% | — | +3.72% | |
| 43 | CB | Chubb Limited | 株式-金融 | 0.66% | — | — | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.65% | — | +2.03% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.64% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | -0.09% | +11.20% | |
| 47 | EVEUR | Eaton Vance CORP | 株式-その他 | 0.63% | — | -0.19% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | — | +19.74% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.62% | — | +5.97% | |
| 50 | STT | State Street CORP | 株式-金融 | 0.61% | — | +4.39% |