CIK: 0001033324
申告総資産額
$17.2億
上位200銘柄を表示中（全269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 | 6.67% | +0.44% | +0.03% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.20% | -0.24% | +0.25% | |
| 3 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 4.94% | -0.17% | — | |
| 4 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.29% | -0.16% | -0.28% | |
| 5 | NEE | Nextera Energy INC | 株式-公益事業 | 3.16% | -0.42% | +28.22% | |
| 6 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.12% | +0.07% | -0.64% | |
| 7 | MCD | Mcdonald's CORP | 株式-一般消費財 | 3.01% | -0.48% | +0.30% | |
| 8 | CSCO | Cisco Systems INC | 株式-IT | 3.00% | +1.06% | +1.15% | |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.77% | — | — | |
| 10 | MO | Altria Group INC | 株式-生活必需品 | 2.66% | -0.06% | +1.31% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 2.57% | -1.48% | — | |
| 12 | MET | Metlife INC | 株式-金融 | 2.42% | +0.13% | +1.34% | |
| 13 | IDV | Ishares International Select | ETF-その他 | 2.23% | -0.46% | — | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 2.22% | -0.34% | +1.60% | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 2.20% | -0.33% | +12.74% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.19% | +0.04% | — | |
| 17 | DUK | Duke Energy CORP | 株式-公益事業 | 2.05% | -0.29% | -0.73% | |
| 18 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.98% | -1.50% | EXIT | |
| 19 | AEP | American Electric Power | 株式-公益事業 | 1.92% | -0.15% | -0.37% | |
| 20 | QCOM | Qualcomm INC | 株式-IT | 1.87% | +0.38% | — | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.82% | +0.05% | +2.18% | |
| 22 | TXN | Texas Instruments INC | 株式-IT | 1.68% | +0.46% | -0.21% | |
| 23 | PFFD | Global X US Preferred ETF | ETF-その他 | 1.68% | — | — | |
| 24 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.65% | — | -50.00% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.54% | — | — | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.53% | -0.45% | — | |
| 27 | SO | Southern Co/the | 株式-公益事業 | 1.52% | — | -1.52% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 1.44% | +0.03% | -0.24% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 1.42% | — | — | |
| 30 | AAPL | Apple INC | 株式-IT | 1.41% | +0.07% | -1.56% | |
| 31 | APD | Air Products & Chemicals INC | 株式-素材 | 1.30% | — | — | |
| 32 | FGD | First Trust Dj Gl Sel Dvd | ETF-その他 | 1.28% | — | — | |
| 33 | BLKCHF | Blackrock INC | 株式-その他 | 1.27% | — | — | |
| 34 | T | At&t INC | 株式-通信サービス | 1.19% | -0.54% | — | |
| 35 | MS | Morgan Stanley | 株式-金融 | 1.09% | — | — | |
| 36 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.05% | — | -32.60% | |
| 37 | DOW | Dow INC | 株式-素材 | 1.01% | — | — | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.98% | -0.13% | +374.57% | |
| 39 | USB | US Bancorp | 株式-金融 | 0.97% | +0.06% | — | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.96% | +0.06% | +1867.76% | |
| 41 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.91% | — | — | |
| 42 | DIV | Global X Superdividend Use | ETF-その他 | 0.68% | — | — | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.61% | +1.12% | +15.96% | |
| 44 | INTU | Intuit INC | 株式-IT | 0.60% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | +0.34% | — | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.36% | — | +7.33% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.29% | — | +6.36% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.25% | — | -2.44% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.24% | — | -3.07% | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.20% | +0.07% | -2.28% |