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 | 25.13% | -1.34% | +16.47% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.85% | +0.42% | +20.07% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.74% | -0.20% | -9.39% | |
| 4 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-その他 | 4.68% | — | — | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.67% | +0.31% | +13.56% | |
| 6 | FCF | First Commonwealth Finl CORP | 株式-その他 | 3.58% | — | -1.11% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.09% | -0.33% | -7.97% | |
| 8 | STBA | S & T Bancorp INC | 株式-その他 | 2.01% | -0.32% | — | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 1.60% | — | -5.18% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.48% | +0.49% | +11.98% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.39% | +0.35% | +19.75% | |
| 12 | XBJA | Innovator US Eq Ac 9 Buff-j | ETF-その他 | 1.19% | — | -3.39% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.10% | — | -8.32% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.00% | -0.15% | -4.62% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.89% | — | -18.38% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.81% | -0.13% | -7.34% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.81% | — | -13.54% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.69% | — | +0.91% | |
| 19 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 0.67% | — | -11.04% | |
| 20 | IDV | Ishares International Select | ETF-その他 | 0.64% | — | -25.98% | |
| 21 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.62% | — | — | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.61% | — | -10.92% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | -11.99% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.56% | — | -8.38% | |
| 25 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.55% | — | -4.04% | |
| 26 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.51% | — | +1.10% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | -0.11% | -11.69% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.50% | — | -10.11% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | — | +10.43% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.49% | +0.30% | -33.75% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.48% | — | +3.65% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | — | -2.37% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.47% | — | -35.13% | |
| 34 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.45% | — | -0.36% | |
| 35 | PMAY | Innovator U.s. Equity Power | ETF-その他 | 0.41% | — | -9.35% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.40% | — | -2.07% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.40% | +0.12% | -5.01% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.40% | — | -12.26% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.39% | — | -0.99% | |
| 40 | ROK | Rockwell Automation INC | 株式-資本財 | 0.39% | — | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.39% | — | — | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.39% | — | -6.37% | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.39% | — | -9.82% | |
| 44 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.38% | — | -36.94% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.38% | — | +9.00% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.37% | — | +4.12% | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.36% | — | +175.09% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | +9.96% | |
| 49 | BJUN | Innovator U.s. Equity Buffer | ETF-その他 | 0.35% | — | -7.60% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.35% | — | — |