CIK: 0000750577
申告総資産額
$57.5億
上位200銘柄を表示中（全646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 | 7.24% | -0.03% | -2.75% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.28% | -0.30% | -0.24% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.89% | -0.93% | -0.02% | |
| 4 | MBB | Ishares Mbs ETF | ETF-その他 | 3.86% | — | -6.21% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.88% | +0.02% | +3.54% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.87% | +0.11% | +1.02% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.11% | +0.22% | -0.03% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.92% | — | +15.27% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.87% | -0.17% | -0.80% | |
| 10 | HWC | Hancock Whitney CORP | 株式-金融 | 1.83% | — | +0.04% | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.77% | +0.06% | -3.32% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.53% | -0.25% | -1.40% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.31% | +0.12% | +0.31% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.31% | +0.23% | +20.63% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.25% | +0.14% | +51.51% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.11% | — | +23.82% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.07% | — | -0.72% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.02% | +0.31% | -0.17% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.98% | -0.77% | -2.03% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.90% | — | -2.84% | |
| 21 | NFLX | Netflix INC | 株式-通信サービス | 0.89% | — | +0.25% | |
| 22 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.87% | — | +0.20% | |
| 23 | PANW | Palo Alto Networks INC | 株式-IT | 0.84% | — | +0.63% | |
| 24 | TMUS | T-mobile US INC | 株式-通信サービス | 0.81% | — | -0.02% | |
| 25 | VST | Vistra CORP | 株式-公益事業 | 0.80% | — | -2.26% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.78% | — | -0.57% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.76% | — | -0.43% | |
| 28 | EME | Emcor Group INC | 株式-資本財 | 0.75% | +0.13% | +6.28% | |
| 29 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.71% | +0.13% | -1.22% | |
| 30 | ALL | Allstate CORP | 株式-金融 | 0.69% | — | +5.80% | |
| 31 | COKE | Coca-cola Consolidated INC | 株式-生活必需品 | 0.69% | — | +0.59% | |
| 32 | AMGN | Amgen INC | 株式-ヘルスケア | 0.68% | — | +59.63% | |
| 33 | COR | Cencora INC | 株式-ヘルスケア | 0.68% | — | -0.58% | |
| 34 | SFM | Sprouts Farmers Market INC | 株式-生活必需品 | 0.66% | -0.15% | -29.03% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.65% | — | +31.62% | |
| 36 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.64% | — | -0.33% | |
| 37 | AXP | American Express Co | 株式-金融 | 0.64% | — | -0.42% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.64% | — | -7.63% | |
| 39 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.57% | -0.13% | +0.46% | |
| 40 | CPAY | Corpay INC | 株式-IT | 0.57% | — | +2.21% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | -9.75% | |
| 42 | PM | Philip Morris International | 株式-生活必需品 | 0.55% | — | +1.04% | |
| 43 | AMAT | Applied Materials INC | 株式-IT | 0.54% | +0.19% | -3.60% | |
| 44 | RGA | Reinsurance Group Of America | 株式-金融 | 0.53% | — | +2.96% | |
| 45 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.53% | — | -0.39% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | +0.20% | -0.60% | |
| 47 | JHG | Janus Henderson Group plc | 株式-金融 | 0.52% | — | +5.66% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.51% | — | +0.12% | |
| 49 | MEDP | Medpace Holdings INC | 株式-ヘルスケア | 0.50% | — | +3.94% | |
| 50 | CBT | Cabot CORP | 株式-素材 | 0.46% | +0.23% | +19.51% |