CIK: 0000922439
申告総資産額
$31.6億
上位200銘柄を表示中（全733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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.74% | — | +532.43% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.00% | -1.25% | -0.16% | |
| 3 | HMOP | Hartford Municipal Opp ETF | ETF-その他 | 2.84% | — | — | |
| 4 | AAPL | Apple INC | 株式-IT | 2.69% | -0.22% | -2.52% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.33% | -0.21% | -0.19% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.37% | +0.20% | +0.38% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.37% | — | -1.17% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.29% | -0.09% | -2.14% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.17% | -0.10% | -1.22% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.15% | -0.13% | -1.31% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.14% | +0.40% | -1.81% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.14% | -0.23% | -4.09% | |
| 13 | PFE | Pfizer INC | 株式-ヘルスケア | 1.03% | — | -0.91% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 0.96% | — | -0.56% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.96% | — | -0.14% | |
| 16 | TRPA | Hartford Aaa Clo ETF | ETF-その他 | 0.92% | — | — | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.90% | -0.08% | -2.23% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 0.89% | -0.06% | -3.32% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.87% | -0.10% | -1.62% | |
| 20 | INTC | Intel CORP | 株式-IT | 0.87% | +0.08% | -4.06% | |
| 21 | T | At&t INC | 株式-通信サービス | 0.86% | — | +1.51% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 0.85% | — | -2.15% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.83% | +0.20% | -1.35% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.82% | — | +0.15% | |
| 25 | WFC | Wells Fargo & Co | 株式-金融 | 0.77% | -0.07% | -4.60% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.74% | — | -2.92% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.71% | — | -0.18% | |
| 28 | BA | Boeing Co/the | 株式-資本財 | 0.65% | — | -1.93% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.64% | -0.08% | -1.60% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.63% | — | +1.19% | |
| 31 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.62% | — | -3.76% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.60% | — | -0.19% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.54% | — | +0.15% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | +0.14% | -0.44% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.52% | -0.06% | +1.00% | |
| 36 | MDT | Medtronic plc | 株式-ヘルスケア | 0.51% | — | -0.19% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.50% | — | -5.00% | |
| 38 | C | Citigroup INC | 株式-金融 | 0.50% | — | -2.73% | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.50% | -0.12% | -5.28% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.48% | — | -0.86% | |
| 41 | ADBE | Adobe INC | 株式-IT | 0.47% | -0.07% | -1.16% | |
| 42 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.47% | — | -1.40% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.43% | -0.16% | +0.29% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.43% | — | -0.96% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.42% | -0.07% | -1.49% | |
| 46 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.42% | — | -1.86% | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.41% | — | -0.10% | |
| 48 | MMM | 3m Co | 株式-資本財 | 0.41% | — | -0.41% | |
| 49 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.41% | — | +0.25% | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.40% | — | -2.12% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +8% | +532.43% | 増加 |
| 2 | PG | Procter & Gamble Co/the | +0.1% | -0.14% | 減少 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.17% | 減少 |
| 4 | JNJ | Johnson & Johnson | 0% | +0.38% | 増加 |
| 5 | UNH | Unitedhealth Group INC | -0.1% | -2.23% | 減少 |
| 6 | UNP | Union Pacific CORP | -0.1% | -2.12% | 減少 |
| 7 | UTXZ | United Tech CORP | -0.1% | +7.21% | 増加 |
| 8 | CVX | Chevron CORP | -0.1% | -1.35% | 減少 |
| 9 | ORCL | Oracle CORP | -0.1% | -5.28% | 減少 |
| 10 | DD | DuPont de Nemours, Inc. | -0.1% | -1.40% | 減少 |
| 11 | PM | Philip Morris International | -0.1% | -0.10% | 減少 |
| 12 | GS | Goldman Sachs Group INC | -0.1% | -2.07% | 減少 |
| 13 | ✓ | -0.1% | +1.21% | 増加 | |
| 14 | RXNEUR | Rexnord CORP | -0.1% | -20.58% | 減少 |
| 15 | CSCO | Cisco Systems INC | -0.1% | -2.15% | 減少 |
| 16 | BA | Boeing Co/the | -0.1% | -1.93% | 減少 |
| 17 | HON | Honeywell International INC | -0.1% | +0.30% | 増加 |
| 18 | ADBE | Adobe INC | -0.1% | -1.16% | 減少 |
| 19 | V | Visa Inc-class A Shares | -0.1% | -1.62% | 減少 |
| 20 | MA | Mastercard INC - A | -0.1% | -1.60% | 減少 |
| 21 | ACN | Accenture plc | -0.1% | -7.42% | 減少 |
| 22 | ATVIEUR | Activision Blizzard INC | -0.1% | -1.03% | 減少 |
| 23 | EOG | Eog Resources INC | -0.1% | -1.93% | 減少 |
| 24 | T | At&t INC | -0.1% | +1.51% | 増加 |
| 25 | QCOM | Qualcomm INC | -0.1% | -14.05% | 減少 |
| 26 | PCG | P G & E CORP | -0.1% | -41.87% | 減少 |
| 27 | WFC | Wells Fargo & Co | -0.1% | -4.60% | 減少 |
| 28 | AEP | American Electric Power Company, Inc. | -0.1% | -1.44% | 減少 |
| 29 | IBM | Intl Business Machines CORP | -0.1% | -1.49% | 減少 |
| 30 | SLB | Slb LTD | -0.1% | -1.99% | 減少 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.31% | 減少 |
| 32 | GOOG | Alphabet Inc-cl C | -0.1% | -1.22% | 減少 |
| 33 | HD | Home Depot INC | -0.2% | -2.92% | 減少 |
| 34 | NFLX | Netflix INC | -0.2% | -0.96% | 減少 |
| 35 | BAC | Bank Of America CORP | -0.2% | -3.32% | 減少 |
| 36 | JPM | Jpmorgan Chase & Co | -0.2% | -2.14% | 減少 |
| 37 | C | Citigroup INC | -0.2% | -2.73% | 減少 |
| 38 | MSFT | Microsoft CORP | -0.2% | -0.16% | 減少 |
| 39 | XOM | Exxon Mobil CORP | -0.3% | -1.81% | 減少 |
| 40 | META | Meta Platforms Inc-class A | -0.3% | -4.09% | 減少 |
| 41 | NVDA | Nvidia CORP | -0.3% | -1.50% | 減少 |
| 42 | AMZN | Amazon.com INC | -0.7% | -0.19% | 減少 |
| 43 | AAPL | Apple INC | -1.1% | -2.52% | 減少 |
| 44 | HMOP | Hartford Municipal Opp ETF | — | NEW | 新規購入 |
| 45 | TRPA | Hartford Aaa Clo ETF | — | NEW | 新規購入 |
| 46 | CI | THE Cigna Group | — | NEW | 新規購入 |
| 47 | ✓ | — | EXIT | 全売却 | |
| 48 | CI | The Cigna Group | — | EXIT | 全売却 |
| 49 | AXP | American Express Company | — | EXIT | 全売却 |
| 50 | PXGBX | Praxair INC | — | EXIT | 全売却 |