CIK: 0000712537
申告総資産額
$6.3億
上位200銘柄を表示中(全259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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 18.02% | -1.34% | -5.23% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.30% | +0.42% | +1.19% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.25% | +0.31% | +0.38% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.27% | -0.20% | — | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 3.15% | +0.36% | +12.00% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.88% | — | -3.02% | |
| 7 | FCF | First Commonwealth Finl CORP | 株式-その他 | 2.82% | — | — | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 2.36% | — | -8.62% | |
| 9 | VPLS | Vanguard Core-plus Bond ETF | ETF-その他 | 2.33% | +0.39% | +18.37% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-その他 | 2.10% | +0.12% | +7.94% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.79% | -0.33% | — | |
| 12 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-その他 | 1.79% | — | -3.97% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.44% | -0.15% | — | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.43% | +0.49% | +14.90% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.43% | — | — | |
| 16 | STBA | S & T Bancorp INC | 株式-その他 | 1.21% | -0.32% | — | |
| 17 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-その他 | 1.13% | — | +1.42% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | -0.13% | — | |
| 19 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 0.94% | +0.14% | +21.21% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | — | — | |
| 21 | AVGO | Broadcom INC | 株式-IT | 0.76% | — | — | |
| 22 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 0.76% | — | +14.13% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.68% | -0.43% | +7.90% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.66% | -0.16% | -6.59% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | — | — | |
| 26 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 0.63% | — | — | |
| 27 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 0.61% | — | — | |
| 28 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 0.57% | — | +0.06% | |
| 29 | POCT | Innovator U.s. Equity Power | ETF-その他 | 0.56% | — | -0.31% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | -0.11% | -0.35% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.47% | +0.30% | +335.02% | |
| 32 | KAPR | Innovator U.s. Small Cap Pow | ETF-中小型株 | 0.47% | — | -0.68% | |
| 33 | PAUG | Innovator U.s. Equity Power | ETF-その他 | 0.47% | — | +0.39% | |
| 34 | ORCL | Oracle CORP | 株式-IT | 0.46% | — | — | |
| 35 | LRCX | Lam Research CORP | 株式-IT | 0.46% | -0.17% | — | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.45% | — | — | |
| 37 | BAPR | Innovator U.s. Equity Buffer | ETF-その他 | 0.45% | — | -0.68% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.43% | — | — | |
| 39 | GS | Goldman Sachs Group INC | 株式-金融 | 0.41% | — | — | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.40% | — | — | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | — | — | |
| 42 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.38% | — | — | |
| 43 | XDSQ | Innovator US Eqy Accl-quart | ETF-その他 | 0.37% | — | -0.20% | |
| 44 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.37% | — | — | |
| 45 | BJAN | Innovator U.s. Equity Buffer | ETF-その他 | 0.37% | — | -2.99% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.37% | — | — | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.37% | — | -0.48% | |
| 48 | PJUL | Innovator U.s. Equity Power | ETF-その他 | 0.36% | — | -0.22% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | — | |
| 50 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.35% | — | — |