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 | 22.29% | -1.34% | -2.38% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.46% | +0.42% | -5.74% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.35% | -0.20% | +0.52% | |
| 4 | FCF | First Commonwealth Finl CORP | 株式-その他 | 4.15% | — | +10.33% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.09% | +0.31% | -0.80% | |
| 6 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 2.65% | — | +21.15% | |
| 7 | STBA | S & T Bancorp INC | 株式-その他 | 2.36% | -0.32% | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.07% | -0.33% | +2.86% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 1.78% | — | +16.40% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.58% | — | +16.52% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.22% | — | -8.85% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.20% | +0.49% | -18.70% | |
| 13 | IDV | Ishares International Select | ETF-その他 | 1.20% | — | +1.22% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.15% | — | -0.19% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.15% | -0.15% | +2.76% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.14% | — | -4.85% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.86% | -0.13% | -8.68% | |
| 18 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.82% | — | -0.25% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.79% | — | +1.23% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.73% | — | +16.61% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.67% | — | -2.60% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | — | +2083.83% | |
| 23 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.58% | — | — | |
| 24 | AVGO | Broadcom INC | 株式-IT | 0.57% | — | -2.46% | |
| 25 | PMAY | Innovator U.s. Equity Power | ETF-その他 | 0.55% | — | +117.40% | |
| 26 | QCOM | Qualcomm INC | 株式-IT | 0.54% | — | +1.89% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | — | +1.39% | |
| 28 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.53% | — | +2.55% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | -2.50% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | +0.12% | +0.57% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | -0.11% | -0.25% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | — | -0.38% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.50% | +0.35% | +7.59% | |
| 34 | TGT | Target CORP | 株式-一般消費財 | 0.49% | — | +13.77% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.48% | — | +4.07% | |
| 36 | PFEB | Innovator U.s. Equity Power | ETF-その他 | 0.48% | — | -0.37% | |
| 37 | PNC | Pnc Financial Services Group | 株式-金融 | 0.47% | -0.14% | — | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | +0.09% | -0.74% | |
| 39 | BJUN | Innovator U.s. Equity Buffer | ETF-その他 | 0.46% | — | +302.61% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.46% | — | +3.97% | |
| 41 | BFEB | Innovator U.s. Equity Buffer | ETF-その他 | 0.44% | — | -0.63% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.43% | — | -0.91% | |
| 43 | HUM | Humana INC | 株式-ヘルスケア | 0.43% | — | -0.41% | |
| 44 | MET | Metlife INC | 株式-金融 | 0.41% | -0.17% | +2.86% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.40% | — | — | |
| 46 | APD | Air Products & Chemicals INC | 株式-素材 | 0.40% | — | -0.51% | |
| 47 | PJUN | Innovator U.s. Equity Power | ETF-その他 | 0.40% | — | +220.83% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | — | +3.96% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.38% | — | -20.03% | |
| 50 | PMAR | Innovator U.s. Equity Power | ETF-その他 | 0.37% | +0.08% | — |