CIK: 0000750577
申告総資産額
$57.5億
上位200銘柄を表示中（全769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 | 4.62% | -0.03% | -0.31% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.52% | -0.93% | -1.58% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.07% | -0.30% | -4.61% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.96% | +0.02% | -1.12% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.07% | -0.25% | -4.15% | |
| 6 | MBB | Ishares Mbs ETF | ETF-その他 | 2.00% | — | -6.51% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.97% | +0.11% | +0.31% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.90% | +0.22% | +2.33% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 1.53% | +0.12% | -0.28% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.50% | -0.17% | +0.02% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.39% | -0.77% | -2.38% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.25% | +0.31% | -2.37% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.22% | — | -2.25% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.17% | +0.06% | -2.83% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.11% | — | -1.36% | |
| 16 | HWC | Hancock Whitney CORP | 株式-金融 | 1.05% | — | -13.39% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.95% | — | -3.68% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.89% | +0.23% | -0.46% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.82% | +0.14% | -4.28% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | +0.07% | -6.71% | |
| 21 | WM | Waste Management INC | 株式-資本財 | 0.79% | — | -2.59% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.79% | — | +4.44% | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 0.79% | — | -1.15% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.78% | +0.20% | -1.87% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | — | -0.82% | |
| 26 | CMI | Cummins INC | 株式-資本財 | 0.72% | +0.09% | +126.62% | |
| 27 | MDT | Medtronic plc | 株式-ヘルスケア | 0.69% | — | -0.69% | |
| 28 | GD | General Dynamics CORP | 株式-資本財 | 0.68% | — | -1.41% | |
| 29 | TXN | Texas Instruments INC | 株式-IT | 0.68% | — | -2.21% | |
| 30 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.68% | — | -7.19% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.68% | +0.11% | +0.55% | |
| 32 | PNC | Pnc Financial Services Group | 株式-金融 | 0.67% | — | -3.33% | |
| 33 | AFL | Aflac INC | 株式-金融 | 0.65% | — | -3.26% | |
| 34 | LHX | L3harris Technologies INC | 株式-資本財 | 0.64% | — | -3.28% | |
| 35 | PLD | Prologis INC | 株式-不動産 | 0.62% | — | -2.24% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.61% | — | -1.87% | |
| 37 | EME | Emcor Group INC | 株式-資本財 | 0.61% | +0.13% | -1.35% | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.61% | — | -1.48% | |
| 39 | BLK | Blackrock INC | 株式-金融 | 0.58% | — | -3.41% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | — | -2.71% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | -2.27% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.56% | — | -2.41% | |
| 43 | PANW | Palo Alto Networks INC | 株式-IT | 0.56% | — | -1.20% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.54% | — | +0.22% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.54% | — | -1.77% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.53% | — | -2.60% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.53% | — | -1.90% | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.53% | — | -1.90% | |
| 49 | PAYX | Paychex INC | 株式-IT | 0.52% | — | -2.44% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.52% | -0.12% | -2.98% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ABBV | Abbvie INC | +0.8% | -1.36% | 増加 |
| 2 | AFL | Aflac INC | +0.6% | -3.26% | 増加 |
| 3 | MSFT | Microsoft CORP | +0.6% | -1.58% | 増加 |
| 4 | BNY | Bank Of New York Mellon CORP | +0.6% | -7.19% | 増加 |
| 5 | MDT | Medtronic plc | +0.6% | -0.69% | 増加 |
| 6 | GD | General Dynamics CORP | +0.6% | -1.41% | 増加 |
| 7 | TXN | Texas Instruments INC | +0.6% | -2.21% | 増加 |
| 8 | PNC | Pnc Financial Services Group | +0.6% | -3.33% | 増加 |
| 9 | LHX | L3harris Technologies INC | +0.6% | -3.28% | 増加 |
| 10 | BLK | Blackrock INC | +0.6% | -3.41% | 増加 |
| 11 | JPM | Jpmorgan Chase & Co | +0.5% | -4.15% | 増加 |
| 12 | VYM | Vanguard High Dvd Yield ETF | +0.5% | -3.68% | 増加 |
| 13 | VZ | Verizon Communications INC | +0.5% | +0.55% | 増加 |
| 14 | JNJ | Johnson & Johnson | +0.5% | -6.71% | 増加 |
| 15 | BAC | Bank Of America CORP | +0.5% | -1.87% | 増加 |
| 16 | MCD | Mcdonald's CORP | +0.5% | -1.90% | 増加 |
| 17 | UNP | Union Pacific CORP | +0.5% | -1.90% | 増加 |
| 18 | DIS | Walt Disney Co/the | +0.5% | -2.71% | 増加 |
| 19 | ABT | Abbott Laboratories | +0.5% | +0.22% | 増加 |
| 20 | IBM | Intl Business Machines CORP | +0.5% | -2.98% | 増加 |
| 21 | DUK | Duke Energy CORP | +0.5% | -1.80% | 増加 |
| 22 | MDLZ | Mondelez International Inc-a | +0.5% | -0.35% | 増加 |
| 23 | KO | Coca-cola Co/the | +0.5% | -2.41% | 増加 |
| 24 | PAYX | Paychex INC | +0.4% | -2.44% | 増加 |
| 25 | NEE | Nextera Energy INC | +0.4% | -1.94% | 増加 |
| 26 | AWK | American Water Works Co INC | +0.4% | -2.06% | 増加 |
| 27 | HD | Home Depot INC | +0.4% | -2.38% | 増加 |
| 28 | SO | Southern Co/the | +0.4% | -1.68% | 増加 |
| 29 | MRK | Merck & Co. INC. | +0.4% | -3.58% | 増加 |
| 30 | MA | Mastercard INC - A | +0.4% | +0.09% | 増加 |
| 31 | PEP | Pepsico INC | +0.3% | -1.64% | 増加 |
| 32 | CMI | Cummins INC | +0.3% | +126.62% | 増加 |
| 33 | CVX | Chevron CORP | +0.3% | -1.87% | 増加 |
| 34 | XOM | Exxon Mobil CORP | +0.2% | -2.37% | 増加 |
| 35 | AVGO | Broadcom INC | +0.2% | -0.28% | 増加 |
| 36 | AMGN | Amgen INC | +0.1% | -1.15% | 増加 |
| 37 | NVDA | Nvidia CORP | +0.1% | -1.12% | 増加 |
| 38 | GOOGL | Alphabet Inc-cl A | -0.2% | +2.33% | 増加 |
| 39 | META | Meta Platforms Inc-class A | -0.4% | +0.02% | 増加 |
| 40 | COKE | Coca-cola Consolidated INC | -0.7% | -46.72% | 減少 |
| 41 | AMZN | Amazon.com INC | -0.9% | +0.31% | 増加 |
| 42 | AAPL | Apple INC | -1.2% | -4.61% | 増加 |
| 43 | IVV | Ishares Core S&p 500 ETF | -2.6% | -0.31% | 減少 |
| 44 | WM | Waste Management INC | — | NEW | 新規購入 |
| 45 | PLD | Prologis INC | — | NEW | 新規購入 |
| 46 | FAST | Fastenal Co | — | NEW | 新規購入 |
| 47 | MRSH | Marsh & Mclennan Cos | — | NEW | 新規購入 |
| 48 | XLB | Ss Materials Select Sector | — | NEW | 新規購入 |
| 49 | CASY | Casey's General Stores INC | — | NEW | 新規購入 |
| 50 | MAA | Mid-america Apartment Comm | — | NEW | 新規購入 |