CIK: 0000046392
申告総資産額
$3.2億
上位200銘柄を表示中（全635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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 7.16% | — | +20.18% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.08% | -0.50% | -1.23% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.74% | -0.31% | +16.82% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.85% | -0.61% | +0.32% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.38% | +0.55% | -23.45% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.25% | +0.15% | -0.08% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.22% | — | +2.56% | |
| 8 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.95% | — | +11.22% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 1.91% | -0.21% | -0.08% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.68% | — | +22.72% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.62% | -0.28% | +3.90% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.54% | — | +0.52% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.40% | — | -7.22% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.35% | — | +3.96% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.30% | -0.10% | +0.09% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.27% | — | +2.18% | |
| 17 | HSY | Hershey Co/the | 株式-生活必需品 | 1.11% | +0.06% | +0.33% | |
| 18 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.03% | — | +41.36% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.03% | — | +0.25% | |
| 20 | FULT | Fulton Financial CORP | 株式-金融 | 0.93% | — | -2.79% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 0.91% | — | +0.99% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.84% | — | +6.88% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.82% | -0.09% | +0.07% | |
| 24 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.81% | — | -0.12% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.76% | +0.11% | +0.06% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 0.70% | — | +0.07% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.69% | — | -4.63% | |
| 28 | UNP | Union Pacific CORP | 株式-資本財 | 0.68% | — | -0.21% | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 0.67% | +0.17% | +1.31% | |
| 30 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.64% | — | -3.80% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.59% | — | -7.22% | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.59% | +0.11% | +141.13% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.59% | -0.12% | +0.53% | |
| 34 | XLF | Ss Financial Select Sector | ETF-その他 | 0.53% | — | +15.45% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.52% | — | +0.15% | |
| 36 | TFC | Truist Financial CORP | 株式-金融 | 0.51% | — | -4.64% | |
| 37 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.51% | — | +1.27% | |
| 38 | DE | Deere & Co | 株式-資本財 | 0.49% | — | +4.35% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | -0.17% | +2.69% | |
| 40 | AVGO | Broadcom INC | 株式-IT | 0.48% | -0.14% | +2.63% | |
| 41 | PNC | Pnc Financial Services Group | 株式-金融 | 0.47% | — | -3.10% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | — | -8.86% | |
| 43 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.47% | — | — | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.46% | +0.11% | +22.08% | |
| 45 | CMI | Cummins INC | 株式-資本財 | 0.45% | — | -3.41% | |
| 46 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.43% | — | -41.00% | |
| 47 | HON | Honeywell International INC | 株式-資本財 | 0.42% | — | — | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | +5.24% | |
| 49 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.41% | — | +0.02% | |
| 50 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.38% | — | +0.29% |