CIK: 0000714562
申告総資産額
$2.9億
上位200銘柄を表示中（全309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 | 14.57% | +1.01% | +3.20% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 12.60% | -0.20% | +2.95% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 5.86% | +0.90% | -2.41% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.40% | -0.05% | +4.43% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.20% | +0.03% | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.12% | — | -0.33% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.14% | -0.03% | +8.23% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.08% | -0.01% | -0.70% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.86% | +0.02% | +4.93% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.84% | +0.20% | -2.31% | |
| 11 | VOX | Vanguard Communication Servi | ETF-その他 | 1.69% | — | +14.08% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.58% | — | +28.22% | |
| 13 | VFH | Vanguard Financials ETF | ETF-その他 | 1.47% | -0.07% | -1.22% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.32% | +0.09% | -1.75% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | -0.03% | -2.83% | |
| 16 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 1.24% | -0.06% | -1.50% | |
| 17 | IQDF | Flexshares-int Qual Dvd Inde | ETF-その他 | 1.20% | -0.05% | — | |
| 18 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.10% | -0.05% | -1.66% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.05% | +0.10% | — | |
| 20 | VIS | Vanguard Industrials ETF | ETF-その他 | 1.04% | -0.01% | -1.42% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.91% | +0.08% | -2.53% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.91% | -0.03% | — | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | — | +0.38% | |
| 24 | QDF | Flexshares Quality Dividend | ETF-その他 | 0.82% | — | — | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.81% | +0.02% | -0.53% | |
| 26 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.79% | +0.11% | +8.59% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.75% | -0.18% | -0.59% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | — | -0.31% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.71% | -0.28% | -0.01% | |
| 30 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.69% | -0.03% | +10.67% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.65% | +0.01% | — | |
| 32 | WCN | Waste Connections INC | 株式-資本財 | 0.65% | — | — | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.61% | +0.04% | — | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | — | +0.04% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.58% | -0.18% | +0.35% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.54% | +0.02% | -5.96% | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.54% | — | -0.72% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | +0.73% | |
| 39 | NEE | Nextera Energy INC | 株式-公益事業 | 0.50% | — | +0.02% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.49% | — | +0.92% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | — | -0.84% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | — | -2.46% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.45% | — | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.45% | — | -0.40% | |
| 45 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.45% | — | — | |
| 46 | PANW | Palo Alto Networks INC | 株式-IT | 0.44% | +0.32% | -3.01% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.43% | -0.11% | +4.12% | |
| 48 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.41% | +0.03% | +8.96% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.41% | +0.03% | — | |
| 50 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.39% | — | -7.31% |