CIK: 0001033324
申告総資産額
$17.2億
上位200銘柄を表示中（全255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 | AVGO | Broadcom INC | 株式-IT | 4.74% | +0.44% | -0.07% | |
| 2 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 4.38% | -0.17% | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.22% | -0.24% | -0.58% | |
| 4 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.57% | +0.07% | -0.11% | |
| 5 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.48% | — | — | |
| 6 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.27% | -0.16% | -1.19% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.21% | — | — | |
| 8 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.91% | — | — | |
| 9 | CSCO | Cisco Systems INC | 株式-IT | 2.88% | +1.06% | -0.25% | |
| 10 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.70% | -0.48% | — | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.66% | — | — | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 2.56% | -1.48% | -0.45% | |
| 13 | MO | Altria Group INC | 株式-生活必需品 | 2.49% | -0.06% | +34.73% | |
| 14 | NEE | Nextera Energy INC | 株式-公益事業 | 2.46% | -0.42% | — | |
| 15 | MET | Metlife INC | 株式-金融 | 2.36% | +0.13% | — | |
| 16 | IDV | Ishares International Select | ETF-その他 | 2.24% | -0.46% | — | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 2.20% | -0.34% | -2.82% | |
| 18 | DUK | Duke Energy CORP | 株式-公益事業 | 2.14% | -0.29% | +49.56% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 2.09% | -0.33% | -0.95% | |
| 20 | AEP | American Electric Power | 株式-公益事業 | 2.00% | -0.15% | +51.27% | |
| 21 | QCOM | Qualcomm INC | 株式-IT | 1.92% | +0.38% | — | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.89% | +0.04% | — | |
| 23 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.87% | -1.50% | EXIT | |
| 24 | TXN | Texas Instruments INC | 株式-IT | 1.67% | +0.46% | -2.46% | |
| 25 | PFFD | Global X US Preferred ETF | ETF-その他 | 1.65% | — | — | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.64% | — | -4.64% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.51% | -0.45% | +548.26% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.49% | — | — | |
| 29 | SO | Southern Co/the | 株式-公益事業 | 1.47% | — | -0.55% | |
| 30 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.45% | — | — | |
| 31 | T | At&t INC | 株式-通信サービス | 1.38% | -0.54% | — | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.36% | +0.05% | -1.21% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 1.32% | +0.03% | — | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 1.30% | — | +95.97% | |
| 35 | FGD | First Trust Dj Gl Sel Dvd | ETF-その他 | 1.27% | — | — | |
| 36 | APD | Air Products & Chemicals INC | 株式-素材 | 1.20% | — | -0.23% | |
| 37 | BLKCHF | Blackrock INC | 株式-その他 | 1.18% | — | +112.22% | |
| 38 | AAPL | Apple INC | 株式-IT | 1.17% | +0.07% | -3.56% | |
| 39 | MS | Morgan Stanley | 株式-金融 | 1.07% | — | -0.85% | |
| 40 | USB | US Bancorp | 株式-金融 | 1.01% | +0.06% | — | |
| 41 | DOW | Dow INC | 株式-素材 | 1.00% | — | -3.36% | |
| 42 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.88% | — | — | |
| 43 | INTU | Intuit INC | 株式-IT | 0.56% | — | -0.60% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.33% | +1.12% | -5.50% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | +0.34% | -9.35% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.26% | — | -3.12% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.23% | — | -9.64% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.21% | — | -4.89% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.19% | — | -13.73% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.19% | -0.13% | — |