CIK: 0000714562
申告総資産額
$2.9億
上位200銘柄を表示中（全399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 | 16.39% | +1.01% | +1.09% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 11.90% | -0.20% | +1.27% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 5.35% | +0.90% | +2.21% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.56% | — | +2.74% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.13% | -0.05% | +11.29% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.44% | -0.01% | -0.85% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.88% | +0.02% | +21.86% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.75% | -0.03% | +23.16% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.62% | +0.20% | -7.27% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.47% | -0.05% | +3.63% | |
| 11 | VFH | Vanguard Financials ETF | ETF-その他 | 1.46% | -0.07% | +2.84% | |
| 12 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 1.34% | -0.06% | +2.98% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.33% | -0.03% | +3.17% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.29% | — | -3.02% | |
| 15 | VOX | Vanguard Communication Servi | ETF-その他 | 1.28% | — | +1.12% | |
| 16 | VIS | Vanguard Industrials ETF | ETF-その他 | 1.12% | -0.01% | +3.72% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.12% | +0.09% | — | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.92% | -0.28% | -0.23% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | — | +4.08% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.89% | — | -2.44% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.88% | -0.18% | +1.19% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.83% | +0.02% | -1.27% | |
| 23 | WCN | Waste Connections INC | 株式-資本財 | 0.78% | — | — | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.75% | — | +3.34% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.70% | +0.11% | +8.02% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.69% | +0.08% | -2.50% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.69% | +0.01% | — | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | — | +0.04% | |
| 29 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.68% | -0.03% | +10.03% | |
| 30 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.65% | -0.18% | +7.85% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.62% | +0.02% | — | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.62% | +0.04% | — | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.61% | — | +6.40% | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.59% | — | -3.13% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.58% | — | +0.69% | |
| 36 | PANW | Palo Alto Networks INC | 株式-IT | 0.53% | +0.32% | +103.20% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.52% | — | -20.10% | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.52% | — | +6.96% | |
| 39 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.50% | — | +0.14% | |
| 40 | VDE | Vanguard Energy ETF | ETF-その他 | 0.50% | -0.11% | +2.95% | |
| 41 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.50% | — | -38.22% | |
| 42 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.48% | — | +3.20% | |
| 43 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.48% | — | +8.43% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.48% | — | +19.41% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | +0.05% | +3.52% | |
| 46 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.46% | — | -2.70% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.46% | -0.11% | — | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.45% | -0.10% | -1.61% | |
| 49 | PYPL | Paypal Holdings INC | 株式-金融 | 0.45% | — | +0.04% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.45% | — | -0.85% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | THFF | First Financial CORP | +0.6% | +1.09% | 増加 |
| 2 | VB | Vanguard Small-cap ETF | +0.3% | +21.86% | 増加 |
| 3 | VGT | Vanguard Info Tech ETF | +0.3% | +2.21% | 増加 |
| 4 | VO | Vanguard Mid-cap ETF | +0.3% | +23.16% | 増加 |
| 5 | AVGO | Broadcom INC | +0.3% | — | 変化なし |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | +3.17% | 増加 |
| 7 | VCR | Vanguard Consumer Discre ETF | +0.1% | +2.98% | 増加 |
| 8 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.27% | 増加 |
| 9 | AAPL | Apple INC | +0.1% | -0.85% | 減少 |
| 10 | VFH | Vanguard Financials ETF | +0.1% | +2.84% | 増加 |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.1% | NEW | 新規購入 |
| 12 | AMZN | Amazon.com INC | +0.1% | +0.69% | 増加 |
| 13 | V | Visa Inc-class A Shares | +0.1% | +0.04% | 増加 |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +235.34% | 増加 |
| 15 | VOX | Vanguard Communication Servi | +0.1% | +1.12% | 増加 |
| 16 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +8.02% | 増加 |
| 17 | NVDA | Nvidia CORP | +0.1% | -3.02% | 減少 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.50% | 減少 |
| 19 | ADP | Automatic Data Processing | +0.1% | +62.55% | 増加 |
| 20 | CSCO | Cisco Systems INC | 0% | +10.26% | 増加 |
| 21 | BAC | Bank Of America CORP | 0% | +10.36% | 増加 |
| 22 | VWO | Vanguard Ftse Emerging Marke | 0% | +19.41% | 増加 |
| 23 | IVW | Ishares S&p 500 Growth ETF | 0% | NEW | 新規購入 |
| 24 | IWM | Ishares Russell 2000 ETF | 0% | NEW | 新規購入 |
| 25 | SCHW | Schwab (charles) CORP | 0% | -2.70% | 減少 |
| 26 | PANW | Palo Alto Networks INC | 0% | +103.20% | 増加 |
| 27 | PYPL | Paypal Holdings INC | 0% | +0.04% | 増加 |
| 28 | INTC | Intel CORP | -0.1% | -22.25% | 減少 |
| 29 | LEN | Lennar Corp-a | -0.1% | — | 変化なし |
| 30 | MRK | Merck & Co. INC. | -0.1% | +6.40% | 増加 |
| 31 | AMT | American Tower CORP | -0.1% | +12.76% | 増加 |
| 32 | OEF | Ishares S&p 100 ETF | -0.1% | -55.47% | 減少 |
| 33 | UNH | Unitedhealth Group INC | -0.1% | +3.52% | 増加 |
| 34 | NEE | Nextera Energy INC | -0.1% | +6.96% | 増加 |
| 35 | LIN | Linde plc | -0.1% | +1.03% | 増加 |
| 36 | NKE | Nike INC -cl B | -0.1% | -1.32% | 減少 |
| 37 | WMT | Walmart INC | -0.1% | -20.10% | 減少 |
| 38 | KO | Coca-cola Co/the | -0.1% | — | 変化なし |
| 39 | BLKCHF | Blackrock INC | -0.1% | EXIT | 全売却 |
| 40 | MDLZ | Mondelez International Inc-a | -0.1% | +2.50% | 増加 |
| 41 | ELV | Elevance Health INC | -0.1% | -10.92% | 減少 |
| 42 | LMT | Lockheed Martin CORP | -0.1% | +7.85% | 増加 |
| 43 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | — | 変化なし |
| 44 | TMO | Thermo Fisher Scientific INC | -0.1% | +0.14% | 増加 |
| 45 | XOM | Exxon Mobil CORP | -0.1% | -0.23% | 減少 |
| 46 | ABBV | Abbvie INC | -0.1% | -1.27% | 減少 |
| 47 | VHT | Vanguard Health Care ETF | -0.2% | +3.63% | 増加 |
| 48 | BP | Bp Plc-spons Adr | -0.2% | -39.72% | 減少 |
| 49 | MGC | Vanguard Mega Cap ETF | -0.3% | -38.22% | 減少 |
| 50 | LLY | Eli Lilly & Co | -0.4% | -7.27% | 減少 |