CIK: 0000769963
申告総資産額
$15.3億
上位200銘柄を表示中（全839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 | 5.76% | -0.26% | -1.78% | |
| 2 | GVI | Ishares Intermediate Governm | ETF-その他 | 3.55% | +0.10% | +6.64% | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.80% | — | -0.78% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.79% | -0.49% | +2.22% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.55% | — | -0.30% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.49% | -0.40% | -4.64% | |
| 7 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.27% | — | +1.23% | |
| 8 | MO | Altria Group INC | 株式-生活必需品 | 2.21% | — | -4.41% | |
| 9 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.09% | — | -29.91% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 2.05% | -0.62% | +0.91% | |
| 11 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.91% | — | -29.92% | |
| 12 | HN9 | Hanesbrands INC | 株式-その他 | 1.74% | — | +36.23% | |
| 13 | WFC | Wells Fargo & Co | 株式-金融 | 1.73% | — | +0.99% | |
| 14 | VST | Vistra CORP | 株式-公益事業 | 1.72% | — | +87.49% | |
| 15 | BAC | Bank Of America CORP | 株式-金融 | 1.70% | -0.11% | +1.90% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.70% | +0.75% | +226.01% | |
| 17 | BG | Bunge Global SA | 株式-生活必需品 | 1.68% | — | -5.05% | |
| 18 | DXC | Dxc Technology Co | 株式-IT | 1.63% | — | -7.67% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 1.57% | — | -13.61% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.53% | — | +3.33% | |
| 21 | RTN1USD | Raytheon Company | 株式-その他 | 1.42% | — | -18.48% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | -0.24% | -0.73% | |
| 23 | CTVA | Corteva INC | 株式-素材 | 1.28% | — | +56.61% | |
| 24 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.22% | — | +1.41% | |
| 25 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.22% | — | +199.17% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.19% | -0.22% | -3.64% | |
| 27 | ALL | Allstate CORP | 株式-金融 | 1.18% | — | +1.41% | |
| 28 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 1.15% | — | -11.15% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.10% | -0.27% | +1.46% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.05% | — | +3.49% | |
| 31 | OKE | Oneok INC | 株式-エネルギー | 1.03% | — | -1.52% | |
| 32 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.00% | — | -14.56% | |
| 33 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.99% | — | +3.83% | |
| 34 | EOG | Eog Resources INC | 株式-エネルギー | 0.97% | +0.11% | +63670.00% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.92% | +0.42% | +10.94% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.91% | — | -2.32% | |
| 37 | SPGI | S&p Global INC | 株式-金融 | 0.89% | — | +4.08% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.88% | — | -9.30% | |
| 39 | BEN | Franklin Resources INC | 株式-金融 | 0.88% | — | +220.22% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.87% | -0.14% | -6.14% | |
| 41 | FDX | Fedex CORP | 株式-資本財 | 0.86% | — | -17.10% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.86% | — | +2.10% | |
| 43 | CI | THE Cigna Group | 株式-ヘルスケア | 0.83% | — | -2.07% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.79% | -0.22% | -0.29% | |
| 45 | MTN | Vail Resorts INC | 株式-一般消費財 | 0.77% | — | -1.34% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.77% | +0.10% | +2.63% | |
| 47 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.75% | — | +26.48% | |
| 48 | IRM | Iron Mountain INC | 株式-不動産 | 0.74% | — | +1.11% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.74% | +0.13% | +5.45% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.74% | — | +0.81% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.1% | +226.01% | 増加 |
| 2 | AAPL | Apple INC | +1% | -1.78% | 減少 |
| 3 | EOG | Eog Resources INC | +1% | +63670.00% | 増加 |
| 4 | STZ | Constellation Brands Inc-a | +0.8% | +199.17% | 増加 |
| 5 | UNH | Unitedhealth Group INC | +0.6% | -0.78% | 減少 |
| 6 | VST | Vistra CORP | +0.6% | +87.49% | 増加 |
| 7 | BEN | Franklin Resources INC | +0.6% | +220.22% | 増加 |
| 8 | CTVA | Corteva INC | +0.5% | +56.61% | 増加 |
| 9 | HN9 | Hanesbrands INC | +0.4% | +36.23% | 増加 |
| 10 | MSFT | Microsoft CORP | +0.2% | +2.22% | 増加 |
| 11 | BAC | Bank Of America CORP | +0.2% | +1.90% | 増加 |
| 12 | MO | Altria Group INC | +0.2% | -4.41% | 減少 |
| 13 | AVGO | Broadcom INC | +0.2% | +0.91% | 増加 |
| 14 | DXC | Dxc Technology Co | +0.2% | -7.67% | 減少 |
| 15 | CI | THE Cigna Group | +0.2% | -2.07% | 減少 |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | -4.64% | 減少 |
| 17 | JRSH | Jerash Holdings US INC | +0.2% | +155.75% | 増加 |
| 18 | AVTR | Avantor INC | +0.2% | +28049.18% | 増加 |
| 19 | JNJ | Johnson & Johnson | +0.1% | -0.30% | 減少 |
| 20 | VOO | Vanguard S&p 500 ETF | +0.1% | +12620.00% | 増加 |
| 21 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +3.33% | 増加 |
| 22 | SPGI | S&p Global INC | +0.1% | +4.08% | 増加 |
| 23 | META | Meta Platforms Inc-class A | +0.1% | -3.64% | 減少 |
| 24 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +1.41% | 増加 |
| 25 | WFC | Wells Fargo & Co | 0% | +0.99% | 増加 |
| 26 | AMGN | Amgen INC | 0% | -13.61% | 減少 |
| 27 | GVI | Ishares Intermediate Governm | 0% | +6.64% | 増加 |
| 28 | EMN | Eastman Chemical Co | -0.2% | -88.66% | 減少 |
| 29 | ABBV | Abbvie INC | -0.2% | -88.87% | 減少 |
| 30 | IGM | Ishares Expanded Tech Sector | -0.2% | -77.58% | 減少 |
| 31 | TPR | Tapestry INC | -0.2% | -21.23% | 減少 |
| 32 | FDX | Fedex CORP | -0.2% | -17.10% | 減少 |
| 33 | PLD | Prologis INC | -0.2% | -81.27% | 減少 |
| 34 | IBM | Intl Business Machines CORP | -0.2% | -60.56% | 減少 |
| 35 | RDS-A | Shell Plc-spon Adr-a | -0.2% | -11.15% | 減少 |
| 36 | MCD | Mcdonald's CORP | -0.2% | -9.30% | 減少 |
| 37 | RTN1USD | Raytheon Company | -0.2% | -18.48% | 減少 |
| 38 | PFE | Pfizer INC | -0.2% | -56.70% | 減少 |
| 39 | LMT | Lockheed Martin CORP | -0.2% | -14.56% | 減少 |
| 40 | BMY | Bristol-myers Squibb Co | -0.4% | -29.92% | 減少 |
| 41 | CTLEUR | Centurylink INC | -0.6% | -83.34% | 減少 |
| 42 | ETN | Eaton Corporation plc | -0.6% | -82.73% | 減少 |
| 43 | CVS | Cvs Health CORP | -0.6% | -29.91% | 減少 |
| 44 | T | At&t INC | -0.9% | -75.72% | 減少 |
| 45 | PEP | Pepsico INC | -1.2% | -73.75% | 減少 |
| 46 | MMM | 3m Co | -1.5% | -73.73% | 減少 |
| 47 | TFC | Truist Financial CORP | — | NEW | 新規購入 |
| 48 | ✓ | — | EXIT | 全売却 | |
| 49 | JBGS | Jbg Smith Properties | — | NEW | 新規購入 |
| 50 | ERIC | Ericsson (lm) Tel-sp Adr | — | NEW | 新規購入 |