CIK: 0000750577
申告総資産額
$57.5億
上位200銘柄を表示中（全820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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.84% | -0.03% | -40.66% | |
| 2 | AAPL | Apple INC | 株式-IT | 1.72% | -0.30% | +6.35% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.68% | — | +8.50% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.47% | +0.11% | +2.72% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.39% | — | +28.17% | |
| 6 | HWC | Hancock Whitney CORP | 株式-金融 | 1.38% | — | -0.05% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.28% | -0.93% | -10.41% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.18% | — | -16.94% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.12% | +0.23% | -1.64% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.05% | -0.25% | +42.22% | |
| 11 | PFE | Pfizer INC | 株式-ヘルスケア | 0.87% | — | -7.09% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.87% | — | +5.12% | |
| 13 | BA | Boeing Co/the | 株式-資本財 | 0.86% | — | -4.09% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.80% | — | +4.34% | |
| 15 | HRSEUR | L3harris Technologies INC | 株式-その他 | 0.79% | — | -6.87% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.73% | +0.31% | -6.90% | |
| 17 | MDT | Medtronic plc | 株式-ヘルスケア | 0.73% | — | +2.51% | |
| 18 | SYY | Sysco CORP | 株式-生活必需品 | 0.71% | — | +83.81% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | +0.22% | -3.16% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.65% | -0.77% | -0.08% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.64% | — | -4.99% | |
| 22 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 0.64% | — | -4.07% | |
| 23 | CRM | Salesforce INC | 株式-IT | 0.63% | — | +16.07% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | — | -0.29% | |
| 25 | THG | Hanover Insurance Group Inc/ | 株式-金融 | 0.62% | — | +109.14% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.61% | — | -37.53% | |
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 0.55% | — | +5.55% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | +0.20% | +1.61% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.52% | -0.17% | -1.05% | |
| 30 | COP | Conocophillips | 株式-エネルギー | 0.52% | — | +31.71% | |
| 31 | SNPS | Synopsys INC | 株式-IT | 0.52% | — | -6.85% | |
| 32 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.51% | — | -3.79% | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.50% | — | +0.23% | |
| 34 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.50% | — | -4.84% | |
| 35 | PYPL | Paypal Holdings INC | 株式-金融 | 0.50% | — | +16.13% | |
| 36 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 0.50% | — | +42.01% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.50% | — | -19.70% | |
| 38 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.50% | — | +10.53% | |
| 39 | AXP | American Express Co | 株式-金融 | 0.49% | — | +433.36% | |
| 40 | GLW | Corning INC | 株式-IT | 0.48% | — | -5.12% | |
| 41 | ALL | Allstate CORP | 株式-金融 | 0.47% | — | -5.24% | |
| 42 | UNP | Union Pacific CORP | 株式-資本財 | 0.46% | — | -6.18% | |
| 43 | INTU | Intuit INC | 株式-IT | 0.45% | — | +13.39% | |
| 44 | IR | Ingersoll-rand PLC | 株式-資本財 | 0.45% | — | -1.65% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.44% | — | +12.60% | |
| 46 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.44% | — | -2.80% | |
| 47 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.43% | — | +3.49% | |
| 48 | SON | Sonoco Products Co | 株式-一般消費財 | 0.43% | — | +17.16% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.43% | — | -5.41% | |
| 50 | HRC | Hill-rom Holdings INC | 株式-その他 | 0.42% | — | -8.63% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AXP | American Express Co | +0.4% | +433.36% | 増加 |
| 2 | FTNT | Fortinet INC | +0.4% | +1528.62% | 増加 |
| 3 | EG | Everest Group, Ltd. | +0.3% | +988.70% | 増加 |
| 4 | CYEUR | Cypress Semiconductor CORP | +0.3% | +564.40% | 増加 |
| 5 | SYY | Sysco CORP | +0.3% | +83.81% | 増加 |
| 6 | AAPL | Apple INC | +0.3% | +6.35% | 増加 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +42.22% | 増加 |
| 8 | THG | Hanover Insurance Group Inc/ | +0.3% | +109.14% | 増加 |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | +0.3% | +28.17% | 増加 |
| 10 | AMZN | Amazon.com INC | +0.2% | +2.72% | 増加 |
| 11 | HUN | Huntsman CORP | +0.2% | +525.22% | 増加 |
| 12 | DKS | Dick's Sporting Goods INC | +0.2% | +42.01% | 増加 |
| 13 | BYD | Boyd Gaming CORP | +0.2% | +79.43% | 増加 |
| 14 | ROP | Roper Technologies INC | +0.2% | +31.99% | 増加 |
| 15 | PCAR | Paccar INC | +0.2% | +44.72% | 増加 |
| 16 | CR1USD | Crane Co | +0.2% | +49.93% | 増加 |
| 17 | HWC | Hancock Whitney CORP | +0.1% | -0.05% | 減少 |
| 18 | CRM | Salesforce INC | +0.1% | +16.07% | 増加 |
| 19 | PYPL | Paypal Holdings INC | +0.1% | +16.13% | 増加 |
| 20 | VGIT | Vanguard Intermediate-term T | +0.1% | +8.50% | 増加 |
| 21 | SF9 | Sanderson Farms INC | -0.2% | -88.62% | 減少 |
| 22 | MSCI | Msci INC | -0.2% | -94.80% | 減少 |
| 23 | MS | Morgan Stanley | -0.2% | -77.87% | 減少 |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | -0.2% | -69.24% | 減少 |
| 25 | MUB | Ishares National Muni Bond E | -0.2% | -57.05% | 減少 |
| 26 | IWD | Ishares Russell 1000 Value E | -0.2% | -88.11% | 減少 |
| 27 | JNJ | Johnson & Johnson | -0.2% | -44.91% | 減少 |
| 28 | DVY | Ishares Select Dividend ETF | -0.3% | -81.59% | 減少 |
| 29 | DFSEUR | Discover Financial Services | -0.3% | -72.77% | 減少 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -37.53% | 減少 |
| 31 | TSS | Total System Services INC | -0.4% | -96.52% | 減少 |
| 32 | FISV | Fiserv INC | -0.4% | -98.55% | 減少 |
| 33 | IWM | Ishares Russell 2000 ETF | -0.5% | -64.61% | 減少 |
| 34 | BND | Vanguard Total Bond Market | -0.6% | -64.17% | 減少 |
| 35 | WMT | Walmart INC | -0.6% | -88.68% | 減少 |
| 36 | IWB | Ishares Russell 1000 ETF | -1.2% | -97.37% | 減少 |
| 37 | IVV | Ishares Core S&p 500 ETF | -1.6% | -40.66% | 減少 |
| 38 | RHT1EUR | Red Hat INC | — | EXIT | 全売却 |
| 39 | DPZ | Domino's Pizza INC | — | NEW | 新規購入 |
| 40 | GDOT | Green Dot Corp-class A | — | NEW | 新規購入 |
| 41 | SYK | Stryker CORP | — | NEW | 新規購入 |
| 42 | WAT | Waters CORP | — | NEW | 新規購入 |
| 43 | ENR | Energizer Holdings INC | — | EXIT | 全売却 |
| 44 | SLG | SL Green Realty Corp. | — | EXIT | 全売却 |
| 45 | GEO | Geo Group Inc/the | — | EXIT | 全売却 |
| 46 | WTTR | Select Water Solutions INC | — | NEW | 新規購入 |
| 47 | MOH | Molina Healthcare INC | — | NEW | 新規購入 |
| 48 | SBH | Sally Beauty Holdings INC | — | NEW | 新規購入 |
| 49 | WHD | Cactus INC - A | — | NEW | 新規購入 |
| 50 | CMC | Commercial Metals Co | — | EXIT | 全売却 |