CIK: 0000769963
申告総資産額
$15.3億
上位200銘柄を表示中（全1016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 | 4.29% | -0.49% | -1.17% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.66% | -0.26% | -5.95% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.26% | -0.40% | +2.43% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.95% | — | +12.35% | |
| 5 | GVI | Ishares Intermediate Governm | ETF-その他 | 2.78% | +0.10% | +8.51% | |
| 6 | BAC | Bank Of America CORP | 株式-金融 | 2.65% | -0.11% | -2.12% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.57% | -0.24% | +2.83% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.47% | — | -1.06% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.27% | -0.27% | +3.21% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.01% | -0.14% | +0.29% | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 1.83% | -0.16% | -2.95% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.82% | +0.11% | -2.92% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.78% | — | +9.05% | |
| 14 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.73% | — | +0.41% | |
| 15 | RTX | Rtx CORP | 株式-資本財 | 1.64% | — | +9.75% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.53% | -0.22% | +26.96% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.50% | +0.75% | -10.01% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.40% | -0.62% | -0.17% | |
| 19 | TXN | Texas Instruments INC | 株式-IT | 1.38% | — | +3.08% | |
| 20 | PM | Philip Morris International | 株式-生活必需品 | 1.35% | — | -6.04% | |
| 21 | NEE | Nextera Energy INC | 株式-公益事業 | 1.35% | +0.22% | +4.21% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.30% | +0.42% | +5.94% | |
| 23 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.25% | — | -30.15% | |
| 24 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.19% | -0.15% | +4.41% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.18% | -0.22% | +28.00% | |
| 26 | CAT | Caterpillar INC | 株式-資本財 | 1.17% | +0.17% | +0.14% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 1.17% | +0.17% | -0.47% | |
| 28 | USB | US Bancorp | 株式-金融 | 1.14% | — | -24.14% | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.13% | — | +2.08% | |
| 30 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.12% | — | -0.12% | |
| 31 | ICE | Intercontinental Exchange In | 株式-金融 | 1.09% | — | +33.55% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.07% | — | -7.29% | |
| 33 | MS | Morgan Stanley | 株式-金融 | 1.02% | -0.12% | -23.01% | |
| 34 | DTE | Dte Energy Company | 株式-公益事業 | 1.00% | — | +1.37% | |
| 35 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.98% | — | -2.51% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.97% | +0.13% | +13.01% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.95% | +0.07% | +0.53% | |
| 38 | CME | Cme Group INC | 株式-金融 | 0.93% | — | — | |
| 39 | GD | General Dynamics CORP | 株式-資本財 | 0.91% | — | +54.36% | |
| 40 | ADBE | Adobe INC | 株式-IT | 0.91% | — | +0.91% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.90% | — | +0.74% | |
| 42 | MA | Mastercard INC - A | 株式-金融 | 0.88% | — | -26.86% | |
| 43 | NDAQ | Nasdaq INC | 株式-金融 | 0.88% | — | +2.03% | |
| 44 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.87% | — | -0.42% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | — | -32.79% | |
| 46 | CMS | Cms Energy CORP | 株式-公益事業 | 0.75% | — | -11.09% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.73% | +0.10% | +2.68% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.70% | — | -18.68% | |
| 49 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.70% | — | +35.96% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.68% | -0.39% | +6.02% |