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 | 23.92% | -1.34% | -1.92% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.01% | +0.42% | -2.00% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.44% | +0.31% | +1.24% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.13% | -0.20% | +0.27% | |
| 5 | FCF | First Commonwealth Finl CORP | 株式-その他 | 3.38% | — | -1.06% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.69% | -0.33% | +4.40% | |
| 7 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-その他 | 2.55% | — | -36.40% | |
| 8 | STBA | S & T Bancorp INC | 株式-その他 | 1.91% | -0.32% | -2.68% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.49% | -0.15% | -1.45% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.41% | +0.49% | -3.83% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.26% | — | +986.63% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | — | -1.41% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.87% | +0.35% | -19.54% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.85% | — | -0.57% | |
| 15 | BAPR | Innovator U.s. Equity Buffer | ETF-その他 | 0.80% | — | — | |
| 16 | KAPR | Innovator U.s. Small Cap Pow | ETF-中小型株 | 0.77% | — | — | |
| 17 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.77% | — | -2.57% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | -0.13% | -3.25% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 0.74% | — | +5.06% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | -0.11% | +38.07% | |
| 21 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 0.68% | — | +2.91% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.66% | — | -0.20% | |
| 23 | DHR | Danaher CORP | 株式-ヘルスケア | 0.64% | — | — | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.61% | -0.12% | -6.20% | |
| 25 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 0.60% | +0.14% | +31.23% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.56% | — | +82.46% | |
| 27 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.55% | — | -2.13% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.53% | — | +41.34% | |
| 29 | BJAN | Innovator U.s. Equity Buffer | ETF-その他 | 0.50% | — | -1.46% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.49% | — | -1.22% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.48% | — | +30.10% | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.47% | — | -25.21% | |
| 33 | ANETEUR | Arista Networks INC | 株式-その他 | 0.47% | — | — | |
| 34 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.46% | — | -34.58% | |
| 35 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-その他 | 0.43% | — | +20.54% | |
| 36 | P | Everpure Inc-a | 株式-IT | 0.43% | — | — | |
| 37 | PMAY | Innovator U.s. Equity Power | ETF-その他 | 0.43% | — | +18.28% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.42% | — | -9.78% | |
| 39 | ADBE | Adobe INC | 株式-IT | 0.41% | — | — | |
| 40 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.41% | — | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.40% | — | -2.11% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | -13.50% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.39% | — | — | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | — | +7.80% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.38% | — | +0.14% | |
| 46 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.37% | — | +0.01% | |
| 47 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 0.37% | — | — | |
| 48 | BMAR | Innovator U.s. Equity Buffer | ETF-その他 | 0.34% | — | +11.58% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | +0.10% | +100.65% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | — | +11.87% |