CIK: 0000712537
申告総資産額
$6.3億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 23.46% | -1.34% | +9.09% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.93% | +0.42% | +6.24% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.74% | -0.20% | -0.34% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.29% | +0.31% | +2.01% | |
| 5 | FCF | First Commonwealth Finl CORP | 株式-その他 | 3.65% | — | -1.15% | |
| 6 | STBA | S & T Bancorp INC | 株式-その他 | 2.19% | -0.32% | -0.06% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.07% | -0.33% | +2.85% | |
| 8 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 1.84% | — | +419.08% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 1.47% | — | +20.46% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.46% | — | +85.16% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.43% | +0.49% | -2.81% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.26% | — | -0.39% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.22% | -0.15% | +1.03% | |
| 14 | IDV | Ishares International Select | ETF-その他 | 1.19% | — | +4.63% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.17% | — | +16.38% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.15% | — | +3.76% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.98% | -0.13% | -2.64% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.77% | — | +4.07% | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.76% | — | -2.74% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.72% | — | +56.44% | |
| 21 | AVGO | Broadcom INC | 株式-IT | 0.65% | — | -5.39% | |
| 22 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.62% | — | -0.51% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.59% | — | -6.66% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | — | +33.34% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | +1.14% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 0.56% | — | +5.48% | |
| 27 | TGT | Target CORP | 株式-一般消費財 | 0.55% | — | -2.48% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 0.55% | — | -5.91% | |
| 29 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.53% | — | +27.84% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.52% | -0.11% | +2.31% | |
| 31 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 0.52% | — | +5.52% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | +0.12% | -23.53% | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.50% | — | -41.58% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.49% | — | -7.31% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.49% | — | +28.40% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.49% | — | -0.93% | |
| 37 | PNC | Pnc Financial Services Group | 株式-金融 | 0.47% | -0.14% | -0.01% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | -3.89% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.45% | +0.35% | -0.32% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.45% | — | — | |
| 41 | PFEB | Innovator U.s. Equity Power | ETF-その他 | 0.45% | — | — | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | — | -3.26% | |
| 43 | BFEB | Innovator U.s. Equity Buffer | ETF-その他 | 0.43% | — | — | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.42% | — | -9.12% | |
| 45 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.42% | — | +2.53% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.41% | +0.09% | -1.59% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | — | -1.78% | |
| 48 | MET | Metlife INC | 株式-金融 | 0.38% | -0.17% | -8.45% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.38% | — | +4.98% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.37% | — | -5.61% |