CIK: 0000769963
申告総資産額
$15.3億
上位200銘柄を表示中（全840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 | 4.74% | -0.26% | -2.48% | |
| 2 | GVI | Ishares Intermediate Governm | ETF-その他 | 3.54% | +0.10% | +2.53% | |
| 3 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.68% | — | -0.11% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.55% | -0.49% | -15.36% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.41% | — | -0.03% | |
| 6 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.38% | — | -0.00% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.33% | -0.40% | +0.66% | |
| 8 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.28% | — | +1.09% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.21% | — | -0.35% | |
| 10 | MO | Altria Group INC | 株式-生活必需品 | 2.01% | — | +42.84% | |
| 11 | MMM | 3m Co | 株式-資本財 | 1.98% | — | +0.92% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 1.88% | -0.62% | -22.03% | |
| 13 | BG | Bunge Global SA | 株式-生活必需品 | 1.84% | — | -1.38% | |
| 14 | WFC | Wells Fargo & Co | 株式-金融 | 1.70% | — | +3.33% | |
| 15 | RTN1USD | Raytheon Company | 株式-その他 | 1.65% | — | -23.76% | |
| 16 | AMGN | Amgen INC | 株式-ヘルスケア | 1.55% | — | -2.08% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.53% | +0.11% | -29.91% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.46% | -0.11% | -0.78% | |
| 19 | DXC | Dxc Technology Co | 株式-IT | 1.46% | — | +190.32% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.45% | — | +2.02% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | -0.24% | -8.01% | |
| 22 | HN9 | Hanesbrands INC | 株式-その他 | 1.39% | — | -2.92% | |
| 23 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 1.37% | — | +1.14% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.24% | — | -26.79% | |
| 25 | T | At&t INC | 株式-通信サービス | 1.21% | — | +1.36% | |
| 26 | ALL | Allstate CORP | 株式-金融 | 1.19% | — | +1.65% | |
| 27 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.17% | — | — | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.14% | -0.22% | -4.32% | |
| 29 | VST | Vistra CORP | 株式-公益事業 | 1.13% | — | +2.64% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.11% | — | -43.51% | |
| 31 | OKE | Oneok INC | 株式-エネルギー | 1.08% | — | -17.65% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.06% | -0.27% | +1.29% | |
| 33 | FDX | Fedex CORP | 株式-資本財 | 1.05% | — | +0.59% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.01% | — | -2.84% | |
| 35 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.93% | — | +19589.33% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.91% | — | -3.62% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | -0.14% | -11.91% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.87% | +0.42% | +2.09% | |
| 39 | CTVA | Corteva INC | 株式-素材 | 0.82% | — | +0.15% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.81% | — | — | |
| 41 | SPGI | S&p Global INC | 株式-金融 | 0.81% | — | -25.48% | |
| 42 | IRM | Iron Mountain INC | 株式-不動産 | 0.79% | — | -3.67% | |
| 43 | MTN | Vail Resorts INC | 株式-一般消費財 | 0.78% | — | -45.54% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.78% | -0.22% | -10.28% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.74% | +0.13% | +0.12% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.74% | +0.10% | -1.50% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.72% | — | -3.79% | |
| 48 | ETN | Eaton Corporation plc | 株式-資本財 | 0.71% | — | -32.17% | |
| 49 | CTLEUR | Centurylink INC | 株式-その他 | 0.70% | — | +4.94% | |
| 50 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.70% | — | +1.51% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NSC | Norfolk Southern CORP | +0.9% | +19589.33% | 増加 |
| 2 | DXC | Dxc Technology Co | +0.5% | +190.32% | 増加 |
| 3 | AAPL | Apple INC | +0.5% | -2.48% | 減少 |
| 4 | RSPT | Invesco S&p 500 Equal Weight | +0.5% | +20891.18% | 増加 |
| 5 | MO | Altria Group INC | +0.4% | +42.84% | 増加 |
| 6 | CVS | Cvs Health CORP | +0.4% | -0.11% | 減少 |
| 7 | BMY | Bristol-myers Squibb Co | +0.3% | +1.09% | 増加 |
| 8 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +6122.14% | 増加 |
| 9 | VST | Vistra CORP | +0.2% | +2.64% | 増加 |
| 10 | WFC | Wells Fargo & Co | +0.2% | +3.33% | 増加 |
| 11 | CMCSA | Comcast Corp-class A | +0.2% | -0.00% | 減少 |
| 12 | T | At&t INC | +0.2% | +1.36% | 増加 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +0.66% | 増加 |
| 14 | GVI | Ishares Intermediate Governm | +0.2% | +2.53% | 増加 |
| 15 | ALL | Allstate CORP | +0.1% | +1.65% | 増加 |
| 16 | FXG | First Trust Consumer Staples | +0.1% | +29.97% | 増加 |
| 17 | CI | THE Cigna Group | +0.1% | +19.01% | 増加 |
| 18 | MMM | 3m Co | -0.1% | +0.92% | 増加 |
| 19 | PFE | Pfizer INC | -0.1% | -2.21% | 減少 |
| 20 | RDS-A | Shell Plc-spon Adr-a | -0.1% | +1.14% | 増加 |
| 21 | OKE | Oneok INC | -0.1% | -17.65% | 減少 |
| 22 | FDX | Fedex CORP | -0.1% | +0.59% | 増加 |
| 23 | META | Meta Platforms Inc-class A | -0.1% | -4.32% | 減少 |
| 24 | JNJ | Johnson & Johnson | -0.1% | -0.03% | 減少 |
| 25 | BLKCHF | Blackrock INC | -0.1% | -26.99% | 減少 |
| 26 | SPGI | S&p Global INC | -0.2% | -25.48% | 減少 |
| 27 | HN9 | Hanesbrands INC | -0.2% | -2.92% | 減少 |
| 28 | UNH | Unitedhealth Group INC | -0.2% | -0.35% | 減少 |
| 29 | RTN1USD | Raytheon Company | -0.2% | -23.76% | 減少 |
| 30 | AMZN | Amazon.com INC | -0.2% | -8.01% | 減少 |
| 31 | FIS | Fidelity National Info Serv | -0.3% | -73.14% | 減少 |
| 32 | ADBE | Adobe INC | -0.3% | -28.39% | 減少 |
| 33 | MSFT | Microsoft CORP | -0.3% | -15.36% | 減少 |
| 34 | LMT | Lockheed Martin CORP | -0.3% | -26.79% | 減少 |
| 35 | ETN | Eaton Corporation plc | -0.3% | -32.17% | 減少 |
| 36 | TYL | Tyler Technologies INC | -0.3% | -91.07% | 減少 |
| 37 | MIDD | Middleby CORP | -0.4% | -85.31% | 減少 |
| 38 | DOW | Dow INC | -0.5% | -97.99% | 減少 |
| 39 | PEP | Pepsico INC | -0.5% | -29.91% | 減少 |
| 40 | AMG | Affiliated Managers Group | -0.5% | -99.22% | 減少 |
| 41 | AVGO | Broadcom INC | -0.6% | -22.03% | 減少 |
| 42 | MTN | Vail Resorts INC | -0.6% | -45.54% | 減少 |
| 43 | MCD | Mcdonald's CORP | -0.8% | -43.51% | 減少 |
| 44 | EIX | Edison International | -1.3% | -91.03% | 減少 |
| 45 | MOAT | Vaneck Morningstar Wide Moat | — | NEW | 新規購入 |
| 46 | QUAL | Ishares Msci USA Quality Fac | — | NEW | 新規購入 |
| 47 | TPR | Tapestry INC | — | NEW | 新規購入 |
| 48 | PSA | Public Storage | — | NEW | 新規購入 |
| 49 | ALGN | Align Technology INC | — | NEW | 新規購入 |
| 50 | WPP | Wpp Plc-sponsored Adr | — | EXIT | 全売却 |