CIK: 0000714562
申告総資産額
$2.9億
上位200銘柄を表示中(全553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 | THFF | First Financial CORP | 株式-その他 | 14.35% | +1.01% | +0.24% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 11.22% | -0.20% | -0.63% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 4.86% | +0.90% | -0.96% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.86% | — | -8.06% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.53% | -0.05% | +14.12% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.96% | -0.01% | -21.44% | |
| 7 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.81% | -0.05% | -3.46% | |
| 8 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.74% | +0.20% | -6.95% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.69% | -0.03% | -14.54% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.51% | +0.02% | +3.70% | |
| 11 | VFH | Vanguard Financials ETF | ETF-その他 | 1.38% | -0.07% | -6.08% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.32% | — | -23.96% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.22% | -0.03% | -2.25% | |
| 14 | VOX | Vanguard Communication Servi | ETF-その他 | 1.18% | — | -8.56% | |
| 15 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 1.16% | -0.06% | -1.06% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.10% | -0.28% | -6.87% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.02% | +0.02% | -31.85% | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.99% | -0.18% | -20.17% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.97% | — | -12.76% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.96% | — | -16.15% | |
| 21 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.93% | -0.01% | +8.61% | |
| 22 | WCN | Waste Connections INC | 株式-資本財 | 0.85% | — | — | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.85% | — | -16.84% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.82% | +0.04% | +1421.55% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.80% | — | -0.65% | |
| 26 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.77% | — | — | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.76% | — | -14.35% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 0.70% | +0.09% | -7.01% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | — | -17.44% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.67% | +0.01% | — | |
| 31 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.65% | -0.18% | -11.72% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | +0.08% | -6.71% | |
| 33 | VDE | Vanguard Energy ETF | ETF-その他 | 0.64% | -0.11% | -8.44% | |
| 34 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.63% | — | +1.42% | |
| 35 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.60% | — | -8.79% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | — | -22.01% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.60% | +0.02% | +0.46% | |
| 38 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.56% | — | -20.82% | |
| 39 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.56% | -0.03% | +11.78% | |
| 40 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.53% | — | -4.35% | |
| 41 | LIN | Linde plc | 株式-素材 | 0.53% | — | -8.00% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.50% | -0.10% | -23.85% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.50% | +0.05% | -17.93% | |
| 44 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.50% | — | -3.35% | |
| 45 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.49% | +0.11% | -5.87% | |
| 46 | HON | Honeywell International INC | 株式-資本財 | 0.48% | -0.06% | EXIT | |
| 47 | PANW | Palo Alto Networks INC | 株式-IT | 0.48% | +0.32% | -16.04% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.48% | — | +187.89% | |
| 49 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.47% | — | -19.84% | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.45% | — | +1.84% |