CIK: 0000046392
申告総資産額
$3.2億
上位200銘柄を表示中(全931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 | 5.60% | -0.50% | +2.94% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.81% | -0.31% | +11.53% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 3.44% | -0.29% | +18.92% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.00% | -0.61% | +7.52% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.96% | -0.28% | +7.18% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.55% | -0.17% | +11.17% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.48% | +0.55% | +0.13% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 1.29% | -0.14% | +4.81% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 1.27% | -0.21% | -1.17% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.25% | +0.15% | +0.20% | |
| 11 | PNC | Pnc Financial Services Group | 株式-金融 | 1.16% | — | -3.16% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | — | +2.25% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.10% | -0.12% | -0.25% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.08% | -0.10% | +0.42% | |
| 15 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.01% | +0.22% | +9.58% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.99% | — | +14.75% | |
| 17 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 0.96% | — | +16.88% | |
| 18 | PPA | Invesco Aerospace & Defense | ETF-その他 | 0.89% | +0.07% | +14.70% | |
| 19 | SDHY | Pgim Shrt Durat Hi Yld | 株式-その他 | 0.88% | — | +3.06% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.88% | — | -0.87% | |
| 21 | PAVE | Global X US Infrastructure | ETF-その他 | 0.84% | +0.07% | +7.68% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.83% | — | -6.91% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.82% | — | — | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.81% | -0.11% | +12.89% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 0.81% | -0.22% | +1.74% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.80% | — | -41.05% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.78% | — | +3.74% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.74% | — | +1.03% | |
| 29 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.72% | -0.13% | +29.48% | |
| 30 | RTX | Rtx CORP | 株式-資本財 | 0.71% | — | +1.73% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.70% | +0.36% | +18.48% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.69% | +0.26% | +15.98% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.68% | +0.17% | -3.11% | |
| 34 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.68% | — | +3.16% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | -0.09% | +3.19% | |
| 36 | HSY | Hershey Co/the | 株式-生活必需品 | 0.66% | +0.06% | +0.77% | |
| 37 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.66% | — | -4.16% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | — | +21.21% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.63% | +0.11% | +3.38% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | -0.11% | |
| 41 | UNP | Union Pacific CORP | 株式-資本財 | 0.62% | — | +0.26% | |
| 42 | MU | Micron Technology INC | 株式-IT | 0.60% | +0.10% | +0.30% | |
| 43 | ASML | ASML Holding N.V. | 株式-IT | 0.57% | +0.12% | +10.78% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.55% | — | +6.77% | |
| 45 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.54% | — | +7.61% | |
| 46 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.54% | +0.11% | +48.29% | |
| 47 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.53% | — | +2.84% | |
| 48 | GD | General Dynamics CORP | 株式-資本財 | 0.50% | — | +1.13% | |
| 49 | GS | Goldman Sachs Group INC | 株式-金融 | 0.49% | — | +6.26% | |
| 50 | DHR | Danaher CORP | 株式-ヘルスケア | 0.48% | -0.09% | — |