CIK: 0000750577
申告総資産額
$57.5億
上位200銘柄を表示中（全819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 | AAPL | Apple INC | 株式-IT | 3.22% | -0.30% | +34.53% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.75% | -0.03% | -27.10% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.72% | +0.11% | +48.45% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.65% | -0.93% | +49.54% | |
| 5 | MBB | Ishares Mbs ETF | ETF-その他 | 2.52% | — | +48.53% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.83% | — | -7.69% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.72% | — | -3.26% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 1.35% | — | +39.03% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.26% | -0.25% | +20.69% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.21% | — | -12.85% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.18% | — | -3.05% | |
| 12 | LHX | L3harris Technologies INC | 株式-資本財 | 1.14% | — | +18.63% | |
| 13 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.09% | +0.13% | +35.90% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.09% | -0.77% | +40.14% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.06% | -0.17% | +25.54% | |
| 16 | MDT | Medtronic plc | 株式-ヘルスケア | 1.01% | — | +26.58% | |
| 17 | HWC | Hancock Whitney CORP | 株式-金融 | 1.00% | — | +23.64% | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.94% | — | -2.20% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.91% | +0.23% | -21.18% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.89% | +0.22% | +14.10% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 0.87% | — | +18.29% | |
| 22 | TMUS | T-mobile US INC | 株式-通信サービス | 0.83% | — | +88.00% | |
| 23 | POOL | Pool CORP | 株式-資本財 | 0.83% | — | +51.60% | |
| 24 | SYY | Sysco CORP | 株式-生活必需品 | 0.73% | — | +27.30% | |
| 25 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.70% | — | +95.33% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.70% | — | -4.42% | |
| 27 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.68% | -0.13% | +42.84% | |
| 28 | MKTX | Marketaxess Holdings INC | 株式-金融 | 0.66% | — | +103.96% | |
| 29 | THG | Hanover Insurance Group Inc/ | 株式-金融 | 0.64% | — | +23.20% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.64% | — | +49.66% | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 0.62% | — | -2.64% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.59% | — | +59.06% | |
| 33 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.58% | — | +0.35% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.54% | — | +35.19% | |
| 35 | PCAR | Paccar INC | 株式-資本財 | 0.54% | — | +10.87% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | — | -30.26% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | — | +56.00% | |
| 38 | PGR | Progressive CORP | 株式-金融 | 0.48% | — | +75.74% | |
| 39 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.48% | — | +71.89% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | +0.20% | +33.28% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | — | -18.65% | |
| 42 | TXN | Texas Instruments INC | 株式-IT | 0.46% | — | +58.30% | |
| 43 | LSTR | Landstar System INC | 株式-資本財 | 0.44% | — | +70.67% | |
| 44 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.44% | — | +80.73% | |
| 45 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.44% | — | +82.95% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.44% | — | -5.14% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | +0.31% | +49.22% | |
| 48 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.43% | — | -17.42% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.43% | — | -24.43% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.42% | +0.11% | +18.51% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +1.3% | +48.45% | 増加 |
| 2 | MSFT | Microsoft CORP | +1.2% | +49.54% | 増加 |
| 3 | MBB | Ishares Mbs ETF | +1.2% | +48.53% | 増加 |
| 4 | AAPL | Apple INC | +1% | +34.53% | 増加 |
| 5 | TMUS | T-mobile US INC | +0.5% | +88.00% | 増加 |
| 6 | MKTX | Marketaxess Holdings INC | +0.4% | +103.96% | 増加 |
| 7 | ISRG | Intuitive Surgical INC | +0.4% | +95.33% | 増加 |
| 8 | POOL | Pool CORP | +0.4% | +51.60% | 増加 |
| 9 | VEEV | Veeva Systems Inc-class A | +0.3% | +42.84% | 増加 |
| 10 | DVY | Ishares Select Dividend ETF | +0.3% | +405.40% | 増加 |
| 11 | DLR | Digital Realty Trust INC | +0.3% | +80.73% | 増加 |
| 12 | JPM | Jpmorgan Chase & Co | -0.1% | +20.69% | 増加 |
| 13 | MDY | State Street Spdr S&p Midcap | -0.1% | -5.14% | 減少 |
| 14 | TMO | Thermo Fisher Scientific INC | -0.1% | -24.43% | 減少 |
| 15 | CMCSA | Comcast Corp-class A | -0.1% | -23.78% | 減少 |
| 16 | ROST | Ross Stores INC | -0.1% | -24.85% | 減少 |
| 17 | AMAT | Applied Materials INC | -0.1% | -25.96% | 減少 |
| 18 | SYY | Sysco CORP | -0.2% | +27.30% | 増加 |
| 19 | RS | Reliance INC | -0.2% | -20.44% | 減少 |
| 20 | AXP | American Express Co | -0.2% | -21.35% | 減少 |
| 21 | ZBRA | Zebra Technologies Corp-cl A | -0.2% | -22.49% | 減少 |
| 22 | PRI | Primerica INC | -0.2% | -18.92% | 減少 |
| 23 | GL | Globe Life INC | -0.2% | -24.64% | 減少 |
| 24 | EG | Everest Group, Ltd. | -0.2% | -21.75% | 減少 |
| 25 | LYB | LyondellBasell Industries N.V. | -0.2% | -10.65% | 減少 |
| 26 | SNPS | Synopsys INC | -0.2% | -41.29% | 減少 |
| 27 | C | Citigroup INC | -0.2% | -22.89% | 減少 |
| 28 | AANUSD | Aaron's INC | -0.2% | -2.62% | 減少 |
| 29 | TOL | Toll Brothers INC | -0.2% | -41.79% | 減少 |
| 30 | BYD | Boyd Gaming CORP | -0.2% | -28.69% | 減少 |
| 31 | MPC | Marathon Petroleum CORP | -0.2% | -6.49% | 減少 |
| 32 | IJR | Ishares Core S&p Small-cap E | -0.2% | -4.42% | 減少 |
| 33 | FITB | Fifth Third Bancorp | -0.2% | -22.96% | 減少 |
| 34 | PNC | Pnc Financial Services Group | -0.2% | -22.02% | 減少 |
| 35 | CE | Celanese CORP | -0.2% | -79.94% | 減少 |
| 36 | RGA | Reinsurance Group Of America | -0.2% | -30.44% | 減少 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -30.26% | 減少 |
| 38 | MTZ | Mastec INC | -0.2% | -27.86% | 減少 |
| 39 | EFA | Ishares Msci Eafe ETF | -0.3% | -12.85% | 減少 |
| 40 | INTU | Intuit INC | -0.4% | -82.20% | 減少 |
| 41 | GLW | Corning INC | -0.4% | -97.28% | 減少 |
| 42 | FMC | Fmc CORP | -0.4% | -94.37% | 減少 |
| 43 | IWB | Ishares Russell 1000 ETF | -0.4% | -91.03% | 減少 |
| 44 | IJH | Ishares Core S&p Midcap ETF | -0.5% | -21.18% | 減少 |
| 45 | HWC | Hancock Whitney CORP | -0.5% | +23.64% | 増加 |
| 46 | IVV | Ishares Core S&p 500 ETF | -1.1% | -27.10% | 減少 |
| 47 | IR | Ingersoll-rand PLC | — | EXIT | 全売却 |
| 48 | TT | Trane Technologies plc | — | NEW | 新規購入 |
| 49 | HELE | Helen of Troy Limited | — | NEW | 新規購入 |
| 50 | ALB | Albemarle CORP | — | NEW | 新規購入 |