CIK: 0000046392
申告総資産額
$3.2億
上位200銘柄を表示中（全695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 | 6.71% | -0.50% | +1.44% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.12% | — | +0.32% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.57% | -0.31% | +5.92% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.81% | -0.61% | +2.71% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.65% | -0.28% | +2.07% | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 1.83% | -0.21% | +1.60% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.72% | — | -1.22% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.64% | — | +0.14% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.52% | +0.15% | -0.85% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.45% | — | +1.50% | |
| 11 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.42% | — | -14.32% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.40% | +0.55% | -1.39% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.34% | — | +1.04% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.30% | — | +0.13% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.29% | — | -1.64% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.26% | -0.10% | -0.70% | |
| 17 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.13% | — | -1.06% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 0.97% | — | +4.41% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.95% | — | -2.57% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.85% | — | +1.37% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | -0.09% | -1.71% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | -0.12% | +7.01% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.72% | — | +11.30% | |
| 24 | UNP | Union Pacific CORP | 株式-資本財 | 0.69% | — | — | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.67% | -0.17% | +7.49% | |
| 26 | HSY | Hershey Co/the | 株式-生活必需品 | 0.66% | +0.06% | — | |
| 27 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.66% | — | +21.91% | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.63% | — | +63.07% | |
| 29 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.62% | — | +6.60% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.62% | -0.29% | +10.15% | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 0.62% | — | -2.15% | |
| 32 | CAT | Caterpillar INC | 株式-資本財 | 0.60% | +0.17% | +1.69% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.58% | -0.14% | -3.40% | |
| 34 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.57% | +0.11% | +4.86% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | +0.11% | +6.21% | |
| 36 | FULT | Fulton Financial CORP | 株式-金融 | 0.56% | — | -12.74% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.55% | +0.11% | -0.16% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | — | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.52% | -0.11% | +3.43% | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.51% | — | +5.39% | |
| 41 | ADBE | Adobe INC | 株式-IT | 0.50% | — | -3.72% | |
| 42 | MU | Micron Technology INC | 株式-IT | 0.50% | +0.10% | +6.73% | |
| 43 | BND | Vanguard Total Bond Market | ETF-その他 | 0.48% | — | +1.40% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.47% | -0.11% | +54.81% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.46% | — | -4.56% | |
| 46 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.45% | — | +13.63% | |
| 47 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.45% | — | -4.28% | |
| 48 | PAVE | Global X US Infrastructure | ETF-その他 | 0.43% | +0.07% | +24.01% | |
| 49 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.42% | — | — | |
| 50 | FLQM | Franklin U.s. Mid Cap Multif | ETF-その他 | 0.42% | — | +21.67% |