CIK: 0001033324
申告総資産額
$17.2億
上位200銘柄を表示中（全275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 | 10.05% | +0.44% | +901.07% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.92% | -0.24% | +0.36% | |
| 3 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 3.68% | -0.17% | -0.14% | |
| 4 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.56% | -0.16% | -0.25% | |
| 5 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.45% | +0.07% | — | |
| 6 | NEE | Nextera Energy INC | 株式-公益事業 | 2.78% | -0.42% | +0.48% | |
| 7 | MET | Metlife INC | 株式-金融 | 2.64% | +0.13% | — | |
| 8 | QCOM | Qualcomm INC | 株式-IT | 2.46% | +0.38% | +20.89% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.38% | +0.04% | -3.77% | |
| 10 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.29% | -0.48% | -0.29% | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 2.29% | +1.06% | — | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.27% | — | — | |
| 13 | MO | Altria Group INC | 株式-生活必需品 | 2.23% | -0.06% | -0.25% | |
| 14 | DUK | Duke Energy CORP | 株式-公益事業 | 2.04% | -0.29% | +0.78% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 2.01% | -0.34% | — | |
| 16 | DIV | Global X Superdividend Use | ETF-その他 | 1.97% | — | — | |
| 17 | IDV | Ishares International Select | ETF-その他 | 1.94% | -0.46% | — | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.92% | +0.05% | -1.76% | |
| 19 | IBM | Intl Business Machines CORP | 株式-IT | 1.82% | +0.06% | -1.70% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.81% | -1.48% | -0.24% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.78% | +1.12% | -2.13% | |
| 22 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.77% | -1.50% | EXIT | |
| 23 | AEP | American Electric Power | 株式-公益事業 | 1.77% | -0.15% | — | |
| 24 | USB | US Bancorp | 株式-金融 | 1.67% | +0.06% | — | |
| 25 | MS | Morgan Stanley | 株式-金融 | 1.57% | — | -0.33% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 1.55% | -0.33% | — | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.50% | -0.13% | +0.32% | |
| 28 | SO | Southern Co/the | 株式-公益事業 | 1.49% | — | — | |
| 29 | TXN | Texas Instruments INC | 株式-IT | 1.48% | +0.46% | +1.00% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 1.42% | — | +3.14% | |
| 31 | PFFD | Global X US Preferred ETF | ETF-その他 | 1.36% | — | — | |
| 32 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.35% | — | — | |
| 33 | BLKCHF | Blackrock INC | 株式-その他 | 1.31% | — | — | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.29% | -0.45% | -1.76% | |
| 35 | T | At&t INC | 株式-通信サービス | 1.25% | -0.54% | -3.06% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 1.25% | +0.03% | — | |
| 37 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.19% | — | — | |
| 38 | FGD | First Trust Dj Gl Sel Dvd | ETF-その他 | 1.10% | — | — | |
| 39 | AAPL | Apple INC | 株式-IT | 1.05% | +0.07% | -2.57% | |
| 40 | FPEI | First Trust Institutional Pr | ETF-その他 | 0.84% | — | — | |
| 41 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.82% | — | — | |
| 42 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.81% | — | — | |
| 43 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.81% | -0.23% | — | |
| 44 | DOW | Dow INC | 株式-素材 | 0.80% | — | -4.22% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | — | -5.32% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | +0.34% | -0.98% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.34% | — | +8.55% | |
| 48 | INTU | Intuit INC | 株式-IT | 0.32% | — | -4.13% | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.27% | +0.07% | +1.34% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.24% | — | -8.60% |