CIK: 0000769963
申告総資産額
$15.3億
上位200銘柄を表示中（全1037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 | 3.93% | -0.49% | +1.26% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.57% | -0.26% | +0.53% | |
| 3 | GVI | Ishares Intermediate Governm | ETF-その他 | 3.06% | +0.10% | +17.27% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.01% | — | -0.19% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.73% | -0.40% | -1.50% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.52% | -0.24% | +1.58% | |
| 7 | BAC | Bank Of America CORP | 株式-金融 | 2.42% | -0.11% | +0.08% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.26% | — | -1.72% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.23% | +0.75% | +11.67% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.08% | -0.27% | -2.42% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.94% | -0.14% | +1.39% | |
| 12 | RTX | Rtx CORP | 株式-資本財 | 1.88% | — | +0.94% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.81% | — | +1.47% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 1.73% | +0.11% | +0.11% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.60% | +0.17% | -0.12% | |
| 16 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.59% | — | +1.65% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.55% | +0.42% | +30.52% | |
| 18 | QCOM | Qualcomm INC | 株式-IT | 1.54% | -0.16% | +2.51% | |
| 19 | PM | Philip Morris International | 株式-生活必需品 | 1.45% | — | +9.58% | |
| 20 | NEE | Nextera Energy INC | 株式-公益事業 | 1.38% | +0.22% | +14.58% | |
| 21 | TXN | Texas Instruments INC | 株式-IT | 1.34% | — | +1.16% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 1.32% | -0.62% | +1.24% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.25% | — | +0.47% | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 1.25% | +0.17% | +0.10% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.20% | — | +8.14% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.18% | +0.13% | +28.16% | |
| 27 | CME | Cme Group INC | 株式-金融 | 1.16% | — | +21.04% | |
| 28 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.13% | -0.15% | +5.03% | |
| 29 | USB | US Bancorp | 株式-金融 | 1.10% | — | +3.22% | |
| 30 | DTE | Dte Energy Company | 株式-公益事業 | 1.09% | — | -0.45% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.07% | -0.22% | +7.42% | |
| 32 | ICE | Intercontinental Exchange In | 株式-金融 | 1.06% | — | +1.92% | |
| 33 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.05% | — | -8.57% | |
| 34 | GD | General Dynamics CORP | 株式-資本財 | 1.04% | — | -0.35% | |
| 35 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.01% | — | +1.97% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.99% | +0.07% | +0.67% | |
| 37 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.96% | — | -1.62% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.94% | — | +38.41% | |
| 39 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.94% | — | +43.34% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.92% | — | +7.03% | |
| 41 | CMS | Cms Energy CORP | 株式-公益事業 | 0.90% | — | +13.15% | |
| 42 | MS | Morgan Stanley | 株式-金融 | 0.90% | -0.12% | -0.24% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.89% | -0.22% | -19.44% | |
| 44 | EOG | Eog Resources INC | 株式-エネルギー | 0.89% | +0.11% | +0.45% | |
| 45 | MA | Mastercard INC - A | 株式-金融 | 0.87% | — | +0.37% | |
| 46 | ADBE | Adobe INC | 株式-IT | 0.79% | — | +9.93% | |
| 47 | SYK | Stryker CORP | 株式-ヘルスケア | 0.78% | — | +41.95% | |
| 48 | NDAQ | Nasdaq INC | 株式-金融 | 0.75% | — | +1.63% | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.74% | — | +2.04% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.73% | — | -11.85% |