CIK: 0000769963
申告総資産額
$15.3億
上位200銘柄を表示中（全829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 | 3.00% | -0.26% | -15.47% | |
| 2 | AVGO | Broadcom INC | 株式-IT | 2.94% | -0.62% | — | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.80% | -0.40% | +31.15% | |
| 4 | HD | Home Depot INC | 株式-一般消費財 | 2.64% | — | +0.99% | |
| 5 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.60% | — | +12.93% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.55% | -0.49% | -0.95% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.53% | — | +2.02% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.51% | — | +3.59% | |
| 9 | ✓ | 株式-その他 | 2.36% | — | +4.75% | ||
| 10 | RTN1USD | Raytheon Company | 株式-その他 | 2.33% | — | +0.68% | |
| 11 | PFE | Pfizer INC | 株式-ヘルスケア | 2.29% | — | -0.85% | |
| 12 | MMM | 3m Co | 株式-資本財 | 2.11% | — | +5.13% | |
| 13 | DD | DuPont de Nemours, Inc. | 株式-その他 | 2.11% | — | +2.33% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 1.99% | +0.11% | +23.68% | |
| 15 | MO | Altria Group INC | 株式-生活必需品 | 1.97% | — | +21.13% | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.91% | — | +3.35% | |
| 17 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 1.89% | — | +8.71% | |
| 18 | IBM | Intl Business Machines CORP | 株式-IT | 1.84% | — | +32.08% | |
| 19 | BAC | Bank Of America CORP | 株式-金融 | 1.81% | -0.11% | +96.20% | |
| 20 | DUK | Duke Energy CORP | 株式-公益事業 | 1.79% | — | +0.90% | |
| 21 | SPGI | S&p Global INC | 株式-金融 | 1.78% | — | -0.06% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.63% | -0.24% | -1.34% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.51% | -0.22% | +3.52% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.45% | +0.13% | +6.84% | |
| 25 | HBAN | Huntington Bancshares INC | 株式-金融 | 1.44% | — | +3.37% | |
| 26 | EIX | Edison International | 株式-公益事業 | 1.41% | — | +2.90% | |
| 27 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.37% | — | +4.07% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.33% | -0.22% | +0.16% | |
| 29 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.32% | — | -1.17% | |
| 30 | MDT | Medtronic plc | 株式-ヘルスケア | 1.30% | — | +3.42% | |
| 31 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.26% | — | -0.64% | |
| 32 | OKE | Oneok INC | 株式-エネルギー | 1.25% | — | -0.14% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.22% | — | -1.27% | |
| 34 | CM | Can Imperial Bk Of Commerce | 株式-金融 | 1.18% | — | +1.63% | |
| 35 | FDX | Fedex CORP | 株式-資本財 | 1.15% | — | +20.74% | |
| 36 | CELG | Celgene CORP | 株式-その他 | 1.13% | — | +50.12% | |
| 37 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.11% | — | +3.34% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.03% | +0.42% | +0.16% | |
| 39 | T | At&t INC | 株式-通信サービス | 1.01% | — | +96.51% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.99% | -0.14% | +0.98% | |
| 41 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.99% | — | +1.46% | |
| 42 | ETN | Eaton Corporation plc | 株式-資本財 | 0.99% | — | +6.92% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.94% | — | +1.04% | |
| 44 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.92% | +0.10% | +0.32% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.83% | — | — | |
| 46 | FIS | Fidelity National Info Serv | 株式-IT | 0.82% | — | -2.63% | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.81% | — | -40.12% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.81% | — | -0.26% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | +0.17% | +0.68% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.73% | — | -8.91% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BAC | Bank Of America CORP | +0.8% | +96.20% | 増加 |
| 2 | JPM | Jpmorgan Chase & Co | +0.6% | +31.15% | 増加 |
| 3 | T | At&t INC | +0.4% | +96.51% | 増加 |
| 4 | UNH | Unitedhealth Group INC | +0.4% | +3.59% | 増加 |
| 5 | PEP | Pepsico INC | +0.4% | +23.68% | 増加 |
| 6 | IBM | Intl Business Machines CORP | +0.3% | +32.08% | 増加 |
| 7 | RDS-A | Shell Plc-spon Adr-a | +0.3% | +8.71% | 増加 |
| 8 | ✓ | +0.3% | +4.75% | 増加 | |
| 9 | CELG | Celgene CORP | +0.3% | +50.12% | 増加 |
| 10 | HD | Home Depot INC | +0.3% | +0.99% | 増加 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +0.16% | 増加 |
| 12 | OKE | Oneok INC | +0.2% | -0.14% | 減少 |
| 13 | AMZN | Amazon.com INC | +0.2% | -1.34% | 減少 |
| 14 | CMCSA | Comcast Corp-class A | +0.2% | +12.93% | 増加 |
| 15 | TJX | Tjx Companies INC | +0.2% | +3.34% | 増加 |
| 16 | MO | Altria Group INC | +0.2% | +21.13% | 増加 |
| 17 | MSFT | Microsoft CORP | +0.2% | -0.95% | 減少 |
| 18 | FDX | Fedex CORP | +0.1% | +20.74% | 増加 |
| 19 | MDT | Medtronic plc | +0.1% | +3.42% | 増加 |
| 20 | DD | DuPont de Nemours, Inc. | +0.1% | +2.33% | 増加 |
| 21 | SPGI | S&p Global INC | +0.1% | -0.06% | 減少 |
| 22 | EFA | Ishares Msci Eafe ETF | -0.1% | -75.96% | 減少 |
| 23 | LMT | Lockheed Martin CORP | -0.1% | +4.07% | 増加 |
| 24 | MMM | 3m Co | -0.1% | +5.13% | 増加 |
| 25 | IEMG | Ishares Core Msci Emerging | -0.2% | -1.27% | 減少 |
| 26 | AEP | American Electric Power Company, Inc. | -0.2% | -44.73% | 減少 |
| 27 | ABBV | Abbvie INC | -0.2% | -38.60% | 減少 |
| 28 | AAPL | Apple INC | -0.2% | -15.47% | 減少 |
| 29 | RTN1USD | Raytheon Company | -0.3% | +0.68% | 増加 |
| 30 | XLI | Ss Industrial Select Sector | -0.3% | -82.31% | 減少 |
| 31 | ADBE | Adobe INC | -0.4% | -40.12% | 減少 |
| 32 | HDV | Ishares Core High Dividend E | -0.6% | -99.48% | 減少 |
| 33 | WRKUSD | Westrock Co | -0.7% | -96.06% | 減少 |
| 34 | AMAT | Applied Materials INC | -0.8% | -77.37% | 減少 |
| 35 | BUD | Anheuser-busch Inbev-spn Adr | -0.9% | -99.24% | 減少 |
| 36 | PRU | Prudential Financial INC | -1.6% | -95.70% | 減少 |
| 37 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 38 | AVGO | Broadcom Inc. | — | EXIT | 全売却 |
| 39 | VBR | Vanguard Small-cap Value ETF | — | NEW | 新規購入 |
| 40 | NBL2EUR | Noble Energy INC | — | NEW | 新規購入 |
| 41 | RSPT | Invesco S&p 500 Equal Weight | — | NEW | 新規購入 |
| 42 | ✓ | Guggenheim | — | EXIT | 全売却 |
| 43 | RSPH | Invesco S&p 500 Equal Weight | — | NEW | 新規購入 |
| 44 | ✓ | Rydex ETF Trust | — | EXIT | 全売却 |
| 45 | ✓ | Rydex ETF Trust | — | EXIT | 全売却 |
| 46 | RSPS | Invesco S&p 500 Equal Weight | — | NEW | 新規購入 |
| 47 | ✓ | Rydex ETF Trust | — | EXIT | 全売却 |
| 48 | RSPF | Invesco S&p 500 Equal Weight | — | NEW | 新規購入 |
| 49 | ✓ | Claymore Exchange Trd Fd Tr | — | EXIT | 全売却 |
| 50 | BSCP | Invesco Bulletshares 2025 Cb | — | NEW | 新規購入 |