CIK: 0000046392
申告総資産額
$3.2億
上位200銘柄を表示中(全633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 | 8.40% | -0.50% | -0.03% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 5.77% | — | +4.63% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.54% | -0.31% | -6.45% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.04% | -0.61% | +0.13% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.72% | +0.55% | +0.43% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.33% | -0.28% | +1.03% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.30% | +0.15% | +3.91% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.12% | — | +1.23% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 1.72% | -0.21% | — | |
| 10 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.72% | — | +1.51% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.48% | — | -0.70% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.43% | — | +0.87% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.34% | — | +34.23% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 1.24% | — | +0.68% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | — | +7.45% | |
| 16 | HSY | Hershey Co/the | 株式-生活必需品 | 1.16% | +0.06% | +5.33% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | -0.10% | +1.46% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.09% | — | +0.58% | |
| 19 | FULT | Fulton Financial CORP | 株式-金融 | 0.99% | — | +2.64% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 0.85% | — | +7.57% | |
| 21 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.82% | — | — | |
| 22 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.78% | — | -27.05% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.78% | -0.09% | +1.17% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.77% | — | +6.08% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.76% | — | +0.02% | |
| 26 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.75% | — | +0.27% | |
| 27 | UNP | Union Pacific CORP | 株式-資本財 | 0.70% | — | +0.05% | |
| 28 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.70% | — | — | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | -0.12% | +1900.00% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | +0.11% | +1.15% | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 0.67% | — | -0.33% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.66% | — | +0.14% | |
| 33 | TFC | Truist Financial CORP | 株式-金融 | 0.60% | — | +5.74% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.56% | -0.17% | +1883.66% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.54% | — | +22.36% | |
| 36 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.54% | — | -3.08% | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.52% | -0.11% | -6.84% | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.52% | — | +0.33% | |
| 39 | PNC | Pnc Financial Services Group | 株式-金融 | 0.51% | — | +0.03% | |
| 40 | CAT | Caterpillar INC | 株式-資本財 | 0.50% | +0.17% | -0.64% | |
| 41 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.45% | — | — | |
| 42 | XLF | Ss Financial Select Sector | ETF-その他 | 0.45% | — | +0.32% | |
| 43 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.44% | — | +0.01% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.43% | +0.11% | +0.86% | |
| 45 | CMI | Cummins INC | 株式-資本財 | 0.43% | — | +2.04% | |
| 46 | MU | Micron Technology INC | 株式-IT | 0.43% | +0.10% | +0.01% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.41% | -0.14% | +0.42% | |
| 48 | DE | Deere & Co | 株式-資本財 | 0.40% | — | +2.64% | |
| 49 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.37% | — | -0.13% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.37% | — | +3.94% |