CIK: 0000769963
申告総資産額
$15.3億
上位200銘柄を表示中（全825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 | 6.72% | -0.26% | +267.06% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.82% | -0.49% | -2.07% | |
| 3 | GVI | Ishares Intermediate Governm | ETF-その他 | 3.55% | +0.10% | +2.88% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.51% | — | -2.01% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.13% | -0.24% | -6.34% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.79% | -0.40% | -3.77% | |
| 7 | PFE | Pfizer INC | 株式-ヘルスケア | 2.65% | — | -1.37% | |
| 8 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.24% | — | -2.32% | |
| 9 | MO | Altria Group INC | 株式-生活必需品 | 2.10% | — | -7.27% | |
| 10 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.08% | — | -13.09% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.01% | — | +5.54% | |
| 12 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.85% | — | -5.94% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.69% | — | +3761.03% | |
| 14 | CTVA | Corteva INC | 株式-素材 | 1.68% | — | -0.36% | |
| 15 | ALL | Allstate CORP | 株式-金融 | 1.64% | — | +54.43% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.56% | +0.11% | +1.73% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.50% | -0.22% | +0.36% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.44% | -0.14% | -1.06% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.41% | -0.27% | -2.10% | |
| 20 | DTE | Dte Energy Company | 株式-公益事業 | 1.39% | — | -25.58% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.38% | +0.75% | +0.13% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.32% | — | -1.38% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.26% | — | -10.17% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.22% | +0.42% | +6.61% | |
| 25 | T | At&t INC | 株式-通信サービス | 1.21% | — | +2110.92% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.20% | +0.07% | +8258.35% | |
| 27 | MS | Morgan Stanley | 株式-金融 | 1.17% | -0.12% | -33.84% | |
| 28 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.13% | — | -1.97% | |
| 29 | ED | Consolidated Edison INC | 株式-公益事業 | 1.10% | — | +4.55% | |
| 30 | BAX | Baxter International INC | 株式-ヘルスケア | 1.09% | — | +1768.61% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 1.05% | +0.17% | -1.32% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.04% | — | -12.33% | |
| 33 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.01% | — | +1.90% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 1.01% | — | -1.36% | |
| 35 | RTX | Rtx CORP | 株式-資本財 | 1.00% | — | +3.66% | |
| 36 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.98% | — | +56066.08% | |
| 37 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.97% | — | -4.59% | |
| 38 | JBGS | Jbg Smith Properties | 株式-その他 | 0.95% | — | -5.55% | |
| 39 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.94% | — | -2.03% | |
| 40 | PM | Philip Morris International | 株式-生活必需品 | 0.92% | — | +5.45% | |
| 41 | ADBE | Adobe INC | 株式-IT | 0.91% | — | -1.56% | |
| 42 | MET | Metlife INC | 株式-金融 | 0.88% | — | — | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.88% | -0.11% | -0.70% | |
| 44 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.86% | — | +2587.28% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.83% | +0.10% | +2.81% | |
| 46 | GD | General Dynamics CORP | 株式-資本財 | 0.79% | — | -3.96% | |
| 47 | VST | Vistra CORP | 株式-公益事業 | 0.79% | — | -46.49% | |
| 48 | QCOM | Qualcomm INC | 株式-IT | 0.77% | -0.16% | -20.85% | |
| 49 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 0.76% | -0.36% | EXIT | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.73% | +0.13% | -18.86% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | INTC | Intel CORP | +1.6% | +3761.03% | 増加 |
| 2 | KO | Coca-cola Co/the | +1.2% | +8258.35% | 増加 |
| 3 | T | At&t INC | +1.2% | +2110.92% | 増加 |
| 4 | BAX | Baxter International INC | +1% | +1768.61% | 増加 |
| 5 | TSN | Tyson Foods Inc-cl A | +1% | +56066.08% | 増加 |
| 6 | BDX | Becton Dickinson And Co | +0.8% | +2587.28% | 増加 |
| 7 | ECL | Ecolab INC | +0.6% | +5435.67% | 増加 |
| 8 | AAPL | Apple INC | +0.5% | +267.06% | 増加 |
| 9 | ALL | Allstate CORP | +0.5% | +54.43% | 増加 |
| 10 | HON | Honeywell International INC | +0.4% | +283.73% | 増加 |
| 11 | VFC | Vf CORP | +0.4% | +4458.29% | 増加 |
| 12 | LHX | L3harris Technologies INC | +0.3% | +2357.09% | 増加 |
| 13 | IUSG | Ishares Core S&p U.s. Growth | +0.3% | +62.52% | 増加 |
| 14 | PINS | Pinterest Inc- Class A | +0.2% | -22.26% | 減少 |
| 15 | CMCSA | Comcast Corp-class A | +0.2% | -2.32% | 減少 |
| 16 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +5.54% | 増加 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +0.36% | 増加 |
| 18 | PFE | Pfizer INC | +0.1% | -1.37% | 減少 |
| 19 | ED | Consolidated Edison INC | +0.1% | +4.55% | 増加 |
| 20 | PM | Philip Morris International | 0% | +5.45% | 増加 |
| 21 | ADBE | Adobe INC | 0% | -1.56% | 減少 |
| 22 | CTVA | Corteva INC | 0% | -0.36% | 減少 |
| 23 | AMZN | Amazon.com INC | 0% | -6.34% | 減少 |
| 24 | PEP | Pepsico INC | 0% | +1.73% | 増加 |
| 25 | JNJ | Johnson & Johnson | -0.1% | -2.01% | 減少 |
| 26 | OXY | Occidental Petroleum CORP | -0.2% | -97.40% | 減少 |
| 27 | GVI | Ishares Intermediate Governm | -0.2% | +2.88% | 増加 |
| 28 | GD | General Dynamics CORP | -0.2% | -3.96% | 減少 |
| 29 | EOG | Eog Resources INC | -0.2% | -2.18% | 減少 |
| 30 | COP | Conocophillips | -0.2% | -95.21% | 減少 |
| 31 | PEY | Invesco High Yield Equity Di | -0.2% | -70.43% | 減少 |
| 32 | JRSH | Jerash Holdings US INC | -0.2% | -55.46% | 減少 |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | -18.86% | 減少 |
| 34 | JBGS | Jbg Smith Properties | -0.3% | -5.55% | 減少 |
| 35 | CVX | Chevron CORP | -0.4% | -1.32% | 減少 |
| 36 | MO | Altria Group INC | -0.4% | -7.27% | 減少 |
| 37 | BMY | Bristol-myers Squibb Co | -0.4% | -13.09% | 減少 |
| 38 | CI | THE Cigna Group | -0.5% | -98.31% | 減少 |
| 39 | DTE | Dte Energy Company | -0.5% | -25.58% | 減少 |
| 40 | XOM | Exxon Mobil CORP | -0.6% | +0.13% | 増加 |
| 41 | MS | Morgan Stanley | -0.7% | -33.84% | 減少 |
| 42 | VST | Vistra CORP | -0.8% | -46.49% | 減少 |
| 43 | WFC | Wells Fargo & Co | -1.1% | -97.22% | 減少 |
| 44 | CVS | Cvs Health CORP | -1.5% | -95.63% | 減少 |
| 45 | MRK | Merck & Co. INC. | -1.7% | -73.82% | 減少 |
| 46 | MET | Metlife INC | — | NEW | 新規購入 |
| 47 | ILMN | Illumina INC | — | NEW | 新規購入 |
| 48 | FISV | Fiserv INC | — | NEW | 新規購入 |
| 49 | MINT | Pimco Enhanced Short Maturit | — | NEW | 新規購入 |
| 50 | NEAR | Ishares Sh Dba ETF Usd INC | — | NEW | 新規購入 |