CIK: 0000769963
申告総資産額
$15.3億
上位200銘柄を表示中（全998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 | 3.89% | -0.49% | +1.33% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.52% | -0.40% | +3.59% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.32% | -0.26% | -7.64% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-その他 | 2.77% | +0.10% | +1.04% | |
| 5 | BAC | Bank Of America CORP | 株式-金融 | 2.76% | -0.11% | +8.71% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.65% | — | +0.70% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.63% | -0.24% | +1.48% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.46% | — | +0.08% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.13% | -0.27% | +5.33% | |
| 10 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.12% | — | -4.04% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.97% | -0.14% | +4.72% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.74% | +0.11% | +0.06% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.72% | +0.75% | +0.94% | |
| 14 | USB | US Bancorp | 株式-金融 | 1.70% | — | +9.73% | |
| 15 | RTX | Rtx CORP | 株式-資本財 | 1.60% | — | +0.01% | |
| 16 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.54% | — | -1.24% | |
| 17 | PM | Philip Morris International | 株式-生活必需品 | 1.54% | — | -1.41% | |
| 18 | TXN | Texas Instruments INC | 株式-IT | 1.46% | — | +2.33% | |
| 19 | QCOM | Qualcomm INC | 株式-IT | 1.42% | -0.16% | +2.19% | |
| 20 | MS | Morgan Stanley | 株式-金融 | 1.41% | -0.12% | +1.77% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.39% | — | +2.07% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.36% | — | -2.13% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.33% | +0.42% | +3.14% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.30% | -0.22% | +0.69% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 1.25% | — | +13.41% | |
| 26 | NEE | Nextera Energy INC | 株式-公益事業 | 1.17% | +0.22% | +2980.60% | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 1.17% | +0.17% | +2.37% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.13% | — | +2.97% | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.10% | — | +7.65% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 1.09% | -0.62% | -0.44% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 1.09% | +0.17% | +0.35% | |
| 32 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.08% | -0.15% | -1.72% | |
| 33 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.04% | — | -0.56% | |
| 34 | DTE | Dte Energy Company | 株式-公益事業 | 0.99% | — | +0.35% | |
| 35 | SYK | Stryker CORP | 株式-ヘルスケア | 0.98% | — | +0.80% | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.98% | — | +0.16% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.96% | — | +55.14% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.94% | +0.13% | +3.57% | |
| 39 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.93% | — | -33.30% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.89% | +0.07% | -2.11% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.89% | -0.22% | +5.54% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.89% | — | +1.46% | |
| 43 | NEM | Newmont CORP | 株式-素材 | 0.85% | — | -4.40% | |
| 44 | NDAQ | Nasdaq INC | 株式-金融 | 0.85% | — | +3.18% | |
| 45 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.84% | — | -1.39% | |
| 46 | CMS | Cms Energy CORP | 株式-公益事業 | 0.83% | — | — | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.78% | — | -1.05% | |
| 48 | ICE | Intercontinental Exchange In | 株式-金融 | 0.73% | — | +4.86% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.72% | +0.10% | +0.76% | |
| 50 | EOG | Eog Resources INC | 株式-エネルギー | 0.65% | +0.11% | +4.60% |