CIK: 0000035527
申告総資産額
$547.2億
上位200銘柄を表示中（全2261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 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.21% | -0.22% | -1.06% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.77% | — | +15.11% | |
| 3 | UBS | UBS Group AG | 株式-金融 | 2.69% | — | +10.13% | |
| 4 | AAPL | Apple INC | 株式-IT | 1.90% | -0.91% | -3.57% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.84% | +0.26% | +0.22% | |
| 6 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.63% | — | +1.99% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.58% | -0.32% | +1.27% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.48% | +0.30% | -3.53% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.48% | +0.11% | -2.04% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.38% | +0.10% | -7.09% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.35% | -0.03% | +99.18% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.24% | -1.32% | -3.65% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.17% | -0.53% | -1.31% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.13% | -0.12% | -0.42% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.05% | +0.14% | +37.51% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.01% | — | -2.46% | |
| 17 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.00% | — | -14.92% | |
| 18 | WFC | Wells Fargo & Co | 株式-金融 | 1.00% | — | -1.12% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.97% | -0.07% | -0.89% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 0.94% | — | -3.20% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.89% | +0.23% | +1.97% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.88% | — | -0.15% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | -1.18% | +0.76% | |
| 24 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.83% | — | +11.84% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.78% | — | +0.15% | |
| 26 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.76% | — | +5.80% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | -0.42% | +8.65% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.74% | — | -3.17% | |
| 29 | USB | US Bancorp | 株式-金融 | 0.72% | — | -6.63% | |
| 30 | INTC | Intel CORP | 株式-IT | 0.72% | — | -4.30% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.71% | -0.03% | -1.50% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.68% | — | +20.28% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | -0.21% | -1.43% | |
| 34 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.67% | — | +0.97% | |
| 35 | CELG | Celgene CORP | 株式-その他 | 0.66% | — | -2.04% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | -1.01% | |
| 37 | SLB | Slb LTD | 株式-エネルギー | 0.66% | — | +2.24% | |
| 38 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.65% | — | -0.86% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.63% | — | +5.32% | |
| 40 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.61% | — | -5.45% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.61% | -0.01% | +0.02% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.61% | — | -1.97% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.58% | +0.04% | -6.16% | |
| 44 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.57% | — | -3.12% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | -0.07% | +2.62% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.56% | — | -0.99% | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.56% | +0.18% | +19.61% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.56% | -0.06% | +0.65% | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.55% | -0.01% | -0.20% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | -0.71% | +4.33% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.7% | +99.18% | 増加 |
| 2 | VNQ | Vanguard Real Estate ETF | +0.6% | +15.11% | 増加 |
| 3 | UBS | UBS Group AG | +0.6% | +10.13% | 増加 |
| 4 | IWB | Ishares Russell 1000 ETF | +0.3% | +37.51% | 増加 |
| 5 | ✓ | +0.2% | +63.19% | 増加 | |
| 6 | XOM | Exxon Mobil CORP | +0.2% | +0.22% | 増加 |
| 7 | BMY | Bristol-myers Squibb Co | +0.2% | +11.84% | 増加 |
| 8 | CB | Chubb Limited | +0.2% | +97.40% | 増加 |
| 9 | AVGO | Broadcom Inc. | +0.1% | +614.03% | 増加 |
| 10 | UNH | Unitedhealth Group INC | +0.1% | +28.75% | 増加 |
| 11 | HON | Honeywell International INC | +0.1% | +20.28% | 増加 |
| 12 | SYK | Stryker CORP | +0.1% | +83.10% | 増加 |
| 13 | MO | Altria Group INC | +0.1% | +37.95% | 増加 |
| 14 | JNJ | Johnson & Johnson | +0.1% | -2.04% | 減少 |
| 15 | PFE | Pfizer INC | +0.1% | -3.20% | 減少 |
| 16 | AMZN | Amazon.com INC | +0.1% | +4.33% | 増加 |
| 17 | KHC | Kraft Heinz Co/the | +0.1% | +102.34% | 増加 |
| 18 | DG | Dollar General CORP | +0.1% | +25550.31% | 増加 |
| 19 | BIV | Vanguard Intermediate-term B | +0.1% | +19.61% | 増加 |
| 20 | CVX | Chevron CORP | +0.1% | +1.97% | 増加 |
| 21 | ✓ | +0.1% | +47.37% | 増加 | |
| 22 | MDT | Medtronic plc | +0.1% | +1.99% | 増加 |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +55.28% | 増加 |
| 24 | CINF | Cincinnati Financial CORP | +0.1% | -0.86% | 減少 |
| 25 | T | At&t INC | +0.1% | +0.15% | 増加 |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +8.65% | 増加 |
| 27 | PG | Procter & Gamble Co/the | — | -1.06% | 減少 |
| 28 | SIG | Signet Jewelers Limited | -0.1% | +7.82% | 増加 |
| 29 | ✓ | -0.1% | -31.35% | 減少 | |
| 30 | MA | Mastercard INC - A | -0.1% | -4.54% | 減少 |
| 31 | NCLH | Norwegian Cruise Line Holdings Ltd. | -0.1% | -8.09% | 減少 |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -9.76% | 減少 |
| 33 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.76% | 増加 |
| 34 | ✓ | Tesoro CORP | -0.1% | -99.11% | 減少 |
| 35 | AIG | American International Group | -0.1% | -21.86% | 減少 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -7.09% | 減少 |
| 37 | GD | General Dynamics CORP | -0.1% | -73.47% | 減少 |
| 38 | CAH | Cardinal Health INC | -0.1% | -93.40% | 減少 |
| 39 | NKE | Nike INC -cl B | -0.1% | -6.93% | 減少 |
| 40 | OHI | Omega Healthcare Investors | -0.1% | -89.06% | 減少 |
| 41 | EFA | Ishares Msci Eafe ETF | -0.1% | -3.53% | 減少 |
| 42 | SWKS | Skyworks Solutions INC | -0.1% | -98.27% | 減少 |
| 43 | ✓ | -0.1% | -96.37% | 減少 | |
| 44 | MSFT | Microsoft CORP | -0.2% | -3.65% | 減少 |
| 45 | TGT | Target CORP | -0.2% | -35.70% | 減少 |
| 46 | GILD | Gilead Sciences INC | -0.3% | -14.92% | 減少 |
| 47 | AAPL | Apple INC | -0.4% | -3.57% | 減少 |
| 48 | HEDJ | Wisdomtree Europe Hedged Equ | -0.8% | -63.82% | 減少 |
| 49 | SNDK | Sandisk Corporation | — | EXIT | 全売却 |
| 50 | HDSUSD | Hd Supply Holdings INC | — | NEW | 新規購入 |