CIK: 0000769963
申告総資産額
$15.3億
上位200銘柄を表示中（全834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 | 3.88% | -0.26% | +29.03% | |
| 2 | AVGO | Broadcom INC | 株式-IT | 3.58% | -0.62% | +0.19% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.17% | -0.49% | +3.37% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.09% | — | -2.43% | |
| 5 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.99% | — | +0.46% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.97% | -0.40% | -3.30% | |
| 7 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.73% | — | -13.77% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.44% | -0.22% | +51.65% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.38% | -0.39% | +2297.69% | |
| 10 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.32% | — | -1.20% | |
| 11 | MMM | 3m Co | 株式-資本財 | 2.32% | — | -4.57% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 2.10% | +0.11% | -0.82% | |
| 13 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.10% | — | -7.28% | |
| 14 | RTN1USD | Raytheon Company | 株式-その他 | 2.05% | — | -22.18% | |
| 15 | MO | Altria Group INC | 株式-生活必需品 | 2.00% | — | -0.07% | |
| 16 | AMGN | Amgen INC | 株式-ヘルスケア | 1.82% | — | +1360.27% | |
| 17 | SPGI | S&p Global INC | 株式-金融 | 1.76% | — | +0.77% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.69% | -0.24% | +0.34% | |
| 19 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.63% | — | -18.37% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.57% | +0.13% | -9.53% | |
| 21 | BG | Bunge Global SA | 株式-生活必需品 | 1.51% | — | -37.26% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.51% | — | +89.63% | |
| 23 | BAX | Baxter International INC | 株式-ヘルスケア | 1.47% | — | +2406.50% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 1.43% | -0.11% | -23.31% | |
| 25 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.36% | — | -0.51% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.32% | -0.22% | -4.87% | |
| 27 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 1.27% | — | -32.44% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.13% | +0.42% | -5.30% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.08% | -0.14% | -1.60% | |
| 30 | OKE | Oneok INC | 株式-エネルギー | 1.07% | — | -4.41% | |
| 31 | HN9 | Hanesbrands INC | 株式-その他 | 1.04% | — | -60.75% | |
| 32 | CM | Can Imperial Bk Of Commerce | 株式-金融 | 1.04% | — | -11.41% | |
| 33 | EIX | Edison International | 株式-公益事業 | 1.03% | — | -21.87% | |
| 34 | ETN | Eaton Corporation plc | 株式-資本財 | 1.03% | — | -2.71% | |
| 35 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.01% | +0.10% | -9.48% | |
| 36 | FIS | Fidelity National Info Serv | 株式-IT | 0.88% | — | -1.97% | |
| 37 | ADBE | Adobe INC | 株式-IT | 0.87% | — | -0.01% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.87% | — | +1977.54% | |
| 39 | MIDD | Middleby CORP | 株式-資本財 | 0.87% | — | -17.87% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.81% | — | -26.03% | |
| 41 | FDX | Fedex CORP | 株式-資本財 | 0.81% | — | -15.74% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.76% | — | +2171.17% | |
| 43 | ALL | Allstate CORP | 株式-金融 | 0.73% | — | +14945.68% | |
| 44 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.73% | — | +52.82% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.71% | -0.27% | +2962.12% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.70% | — | +1.21% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.69% | +0.10% | +2424.07% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | +171.22% | |
| 49 | ALB | Albemarle CORP | 株式-素材 | 0.61% | — | -38.01% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.60% | +0.75% | -11.14% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +2.3% | +2297.69% | 増加 |
| 2 | AMGN | Amgen INC | +1.7% | +1360.27% | 増加 |
| 3 | BAX | Baxter International INC | +1.4% | +2406.50% | 増加 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1% | +51.65% | 増加 |
| 5 | VO | Vanguard Mid-cap ETF | +0.8% | +1977.54% | 増加 |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.8% | +89.63% | 増加 |
| 7 | ALL | Allstate CORP | +0.7% | +14945.68% | 増加 |
| 8 | VEU | Vanguard Ftse All-world Ex-u | +0.7% | +2171.17% | 増加 |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.7% | +2962.12% | 増加 |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.7% | +2424.07% | 増加 |
| 11 | LVHD | Franklin U.s. Low Volatility | +0.6% | +2077.91% | 増加 |
| 12 | AAPL | Apple INC | +0.5% | +29.03% | 増加 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +171.22% | 増加 |
| 14 | QCOM | Qualcomm INC | +0.4% | +2697.88% | 増加 |
| 15 | MMM | 3m Co | +0.2% | -4.57% | 減少 |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | -3.30% | 減少 |
| 17 | CMCSA | Comcast Corp-class A | +0.1% | -13.77% | 減少 |
| 18 | MO | Altria Group INC | +0.1% | -0.07% | 減少 |
| 19 | CVS | Cvs Health CORP | -0.1% | -7.28% | 減少 |
| 20 | META | Meta Platforms Inc-class A | -0.1% | -4.87% | 減少 |
| 21 | LMT | Lockheed Martin CORP | -0.1% | -0.51% | 減少 |
| 22 | AMZN | Amazon.com INC | -0.1% | +0.34% | 増加 |
| 23 | CM | Can Imperial Bk Of Commerce | -0.1% | -11.41% | 減少 |
| 24 | MIDD | Middleby CORP | -0.2% | -17.87% | 減少 |
| 25 | EIX | Edison International | -0.2% | -21.87% | 減少 |
| 26 | T | At&t INC | -0.2% | -26.03% | 減少 |
| 27 | DD | DuPont de Nemours, Inc. | -0.3% | -18.37% | 減少 |
| 28 | FDX | Fedex CORP | -0.3% | -15.74% | 減少 |
| 29 | BAC | Bank Of America CORP | -0.3% | -23.31% | 減少 |
| 30 | MDY | State Street Spdr S&p Midcap | -0.4% | -62.32% | 減少 |
| 31 | ALB | Albemarle CORP | -0.4% | -38.01% | 減少 |
| 32 | RDS-A | Shell Plc-spon Adr-a | -0.5% | -32.44% | 減少 |
| 33 | IBKR | Interactive Brokers Gro-cl A | -0.5% | -56.86% | 減少 |
| 34 | XLY | Ss Consumer Disc Select Sect | -0.5% | -96.50% | 減少 |
| 35 | RSPT | Invesco S&p 500 Equal Weight | -0.5% | -99.13% | 減少 |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | -0.5% | -59.66% | 減少 |
| 37 | VIG | Vanguard Dividend Apprec ETF | -0.6% | -72.31% | 減少 |
| 38 | CVX | Chevron CORP | -0.6% | -94.74% | 減少 |
| 39 | IEMG | Ishares Core Msci Emerging | -0.6% | -61.63% | 減少 |
| 40 | RTN1USD | Raytheon Company | -0.8% | -22.18% | 減少 |
| 41 | OEF | Ishares S&p 100 ETF | -0.8% | -62.14% | 減少 |
| 42 | BG | Bunge Global SA | -0.9% | -37.26% | 減少 |
| 43 | EA | Electronic Arts INC | -1% | -89.48% | 減少 |
| 44 | MDT | Medtronic plc | -1.3% | -93.16% | 減少 |
| 45 | HBAN | Huntington Bancshares INC | -1.3% | -99.56% | 減少 |
| 46 | IBM | Intl Business Machines CORP | -1.7% | -93.19% | 減少 |
| 47 | HN9 | Hanesbrands INC | -2% | -60.75% | 減少 |
| 48 | VLO | Valero Energy CORP | -2.3% | -92.77% | 減少 |
| 49 | ✓ | — | EXIT | 全売却 | |
| 50 | TYL | Tyler Technologies INC | — | NEW | 新規購入 |