CIK: 0000769963
申告総資産額
$15.3億
上位200銘柄を表示中（全799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 | MSFT | Microsoft CORP | 株式-IT | 6.35% | -0.49% | +74.87% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.35% | -0.26% | -17.63% | |
| 3 | GVI | Ishares Intermediate Governm | ETF-その他 | 4.39% | +0.10% | -6.51% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 4.06% | — | +35.81% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.35% | -0.40% | +60.23% | |
| 6 | MO | Altria Group INC | 株式-生活必需品 | 3.35% | — | +50.01% | |
| 7 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.46% | — | +14.02% | |
| 8 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.26% | — | +0.27% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.24% | -0.24% | +14.92% | |
| 10 | PFE | Pfizer INC | 株式-ヘルスケア | 2.08% | — | +881.71% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.86% | +0.75% | +54.33% | |
| 12 | DTE | Dte Energy Company | 株式-公益事業 | 1.85% | — | +25065.56% | |
| 13 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.77% | — | +47.27% | |
| 14 | CTVA | Corteva INC | 株式-素材 | 1.71% | — | +29.02% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.71% | — | +6321.48% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.64% | — | +4.22% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.60% | — | -48.33% | |
| 18 | VST | Vistra CORP | 株式-公益事業 | 1.54% | — | -0.85% | |
| 19 | MS | Morgan Stanley | 株式-金融 | 1.51% | -0.12% | +38902.84% | |
| 20 | JBGS | Jbg Smith Properties | 株式-その他 | 1.50% | — | +483.66% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.50% | -0.22% | +18.60% | |
| 22 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.49% | — | -31.44% | |
| 23 | WFC | Wells Fargo & Co | 株式-金融 | 1.47% | — | +22.09% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.41% | -0.14% | +44.23% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.35% | -0.27% | +17.64% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.35% | +0.11% | +212.13% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 1.22% | +0.17% | +5857.83% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.21% | — | +19.70% | |
| 29 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.15% | — | +4331.26% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.13% | +0.42% | -0.46% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 1.12% | — | +1050.73% | |
| 32 | PSA | Public Storage | 株式-不動産 | 1.10% | — | +49.19% | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.09% | — | -3.46% | |
| 34 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.05% | — | +360.09% | |
| 35 | ORANY | Orange-spon Adr | 株式-その他 | 1.04% | — | — | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.93% | -0.11% | -30.24% | |
| 37 | RTN1USD | Raytheon Company | 株式-その他 | 0.93% | — | -15.73% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.91% | — | -4.74% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.87% | +0.13% | -7.17% | |
| 40 | PM | Philip Morris International | 株式-生活必需品 | 0.86% | — | +439.54% | |
| 41 | ALL | Allstate CORP | 株式-金融 | 0.80% | — | -35.85% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.80% | +0.10% | +19.86% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.75% | -0.22% | -8.54% | |
| 44 | ADBE | Adobe INC | 株式-IT | 0.75% | — | -4.78% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.72% | — | -1.91% | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.67% | -0.16% | +48.49% | |
| 47 | FXG | First Trust Consumer Staples | ETF-その他 | 0.57% | — | +59.12% | |
| 48 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.55% | — | -14.07% | |
| 49 | GD | General Dynamics CORP | 株式-資本財 | 0.53% | — | — | |
| 50 | CI | THE Cigna Group | 株式-ヘルスケア | 0.51% | — | -45.48% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +3.6% | +74.87% | 増加 |
| 2 | PFE | Pfizer INC | +1.9% | +881.71% | 増加 |
| 3 | DTE | Dte Energy Company | +1.8% | +25065.56% | 増加 |
| 4 | MRK | Merck & Co. INC. | +1.7% | +6321.48% | 増加 |
| 5 | MS | Morgan Stanley | +1.5% | +38902.84% | 増加 |
| 6 | JNJ | Johnson & Johnson | +1.5% | +35.81% | 増加 |
| 7 | JBGS | Jbg Smith Properties | +1.3% | +483.66% | 増加 |
| 8 | CVX | Chevron CORP | +1.2% | +5857.83% | 増加 |
| 9 | MO | Altria Group INC | +1.1% | +50.01% | 増加 |
| 10 | SCHW | Schwab (charles) CORP | +1.1% | +4331.26% | 増加 |
| 11 | VZ | Verizon Communications INC | +1% | +1050.73% | 増加 |
| 12 | PEP | Pepsico INC | +1% | +212.13% | 増加 |
| 13 | IUSV | Ishares Core S&p U.s. Value | +0.8% | +360.09% | 増加 |
| 14 | PM | Philip Morris International | +0.7% | +439.54% | 増加 |
| 15 | CMCSA | Comcast Corp-class A | 0% | +0.27% | 増加 |
| 16 | VST | Vistra CORP | -0.2% | -0.85% | 減少 |
| 17 | WFC | Wells Fargo & Co | -0.3% | +22.09% | 増加 |
| 18 | CI | THE Cigna Group | -0.3% | -45.48% | 減少 |
| 19 | CAG | Conagra Brands INC | -0.4% | -97.38% | 減少 |
| 20 | ALL | Allstate CORP | -0.4% | -35.85% | 減少 |
| 21 | AAPL | Apple INC | -0.4% | -17.63% | 減少 |
| 22 | TFC | Truist Financial CORP | -0.4% | -96.97% | 減少 |
| 23 | RSPT | Invesco S&p 500 Equal Weight | -0.5% | -99.17% | 減少 |
| 24 | EOG | Eog Resources INC | -0.5% | -8.78% | 減少 |
| 25 | RTN1USD | Raytheon Company | -0.5% | -15.73% | 減少 |
| 26 | TPR | Tapestry INC | -0.5% | -99.22% | 減少 |
| 27 | CVS | Cvs Health CORP | -0.6% | -31.44% | 減少 |
| 28 | SPGI | S&p Global INC | -0.6% | -75.02% | 減少 |
| 29 | LVHD | Franklin U.s. Low Volatility | -0.6% | -96.33% | 減少 |
| 30 | OKE | Oneok INC | -0.7% | -15.48% | 減少 |
| 31 | IRM | Iron Mountain INC | -0.7% | -97.39% | 減少 |
| 32 | 6D8 | Dupont De Nemours INC | -0.7% | -98.13% | 減少 |
| 33 | MTN | Vail Resorts INC | -0.8% | -97.10% | 減少 |
| 34 | BAC | Bank Of America CORP | -0.8% | -30.24% | 減少 |
| 35 | MCD | Mcdonald's CORP | -0.8% | -88.91% | 減少 |
| 36 | FDX | Fedex CORP | -0.8% | -98.23% | 減少 |
| 37 | QUAL | Ishares Msci USA Quality Fac | -0.9% | -98.38% | 減少 |
| 38 | BEN | Franklin Resources INC | -0.9% | -99.02% | 減少 |
| 39 | NSC | Norfolk Southern CORP | -1% | -99.45% | 減少 |
| 40 | RDS-A | Shell Plc-spon Adr-a | -1.1% | -95.56% | 減少 |
| 41 | UNH | Unitedhealth Group INC | -1.2% | -48.33% | 減少 |
| 42 | MOAT | Vaneck Morningstar Wide Moat | -1.2% | -98.83% | 減少 |
| 43 | AMGN | Amgen INC | -1.4% | -89.48% | 減少 |
| 44 | DXC | Dxc Technology Co | -1.6% | -98.94% | 減少 |
| 45 | BG | Bunge Global SA | -1.7% | -98.59% | 減少 |
| 46 | HN9 | Hanesbrands INC | -1.7% | -98.60% | 減少 |
| 47 | AVGO | Broadcom INC | -1.8% | -89.64% | 減少 |
| 48 | ORANY | Orange-spon Adr | — | NEW | 新規購入 |
| 49 | GD | General Dynamics CORP | — | NEW | 新規購入 |
| 50 | PINS | Pinterest Inc- Class A | — | NEW | 新規購入 |