CIK: 0000769963
申告総資産額
$15.3億
上位200銘柄を表示中（全1118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 | 3.62% | -0.49% | +0.88% | |
| 2 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.59% | — | +8.62% | |
| 3 | GVI | Ishares Intermediate Governm | ETF-その他 | 3.48% | +0.10% | +6.35% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.23% | -0.26% | +5.27% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.56% | +0.75% | +0.74% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.33% | -0.40% | -5.61% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.16% | — | +5.20% | |
| 8 | RTX | Rtx CORP | 株式-資本財 | 2.08% | — | +3.64% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.07% | — | +3.50% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.94% | +0.11% | +2.59% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.92% | -0.27% | +0.75% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.84% | -0.24% | +1940.75% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.79% | +0.42% | +13.33% | |
| 14 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.78% | — | +0.86% | |
| 15 | PM | Philip Morris International | 株式-生活必需品 | 1.71% | — | +2.24% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.69% | -0.14% | +1.68% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.61% | +0.17% | +3.64% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.52% | -0.11% | -24.11% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.51% | +0.13% | +18.92% | |
| 20 | QCOM | Qualcomm INC | 株式-IT | 1.42% | -0.16% | +0.54% | |
| 21 | NEE | Nextera Energy INC | 株式-公益事業 | 1.42% | +0.22% | +1.91% | |
| 22 | CME | Cme Group INC | 株式-金融 | 1.25% | — | +14.00% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 1.25% | — | +21.21% | |
| 24 | TXN | Texas Instruments INC | 株式-IT | 1.22% | — | -1.31% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.21% | +0.07% | +10.22% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.20% | — | +4.14% | |
| 27 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.19% | — | +1.39% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.17% | +0.10% | +113.84% | |
| 29 | DTE | Dte Energy Company | 株式-公益事業 | 1.15% | — | +1.18% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 1.13% | -0.62% | +1.21% | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 1.11% | +0.17% | +1.26% | |
| 32 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.11% | — | +21.61% | |
| 33 | GD | General Dynamics CORP | 株式-資本財 | 1.08% | — | +3.02% | |
| 34 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.05% | -0.15% | +6.77% | |
| 35 | CMS | Cms Energy CORP | 株式-公益事業 | 0.98% | — | +2.79% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.96% | -0.22% | +16.77% | |
| 37 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.95% | — | -1.15% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.94% | — | +5.70% | |
| 39 | EOG | Eog Resources INC | 株式-エネルギー | 0.90% | +0.11% | +0.34% | |
| 40 | SYK | Stryker CORP | 株式-ヘルスケア | 0.87% | — | +37.44% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.86% | -0.22% | +1.18% | |
| 42 | MA | Mastercard INC - A | 株式-金融 | 0.85% | — | +1.46% | |
| 43 | MDT | Medtronic plc | 株式-ヘルスケア | 0.83% | — | +49.22% | |
| 44 | ICE | Intercontinental Exchange In | 株式-金融 | 0.82% | — | -0.17% | |
| 45 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.81% | — | +3.31% | |
| 46 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.80% | — | +3468.02% | |
| 47 | CI | THE Cigna Group | 株式-ヘルスケア | 0.80% | — | +2.12% | |
| 48 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.76% | — | +1.56% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.72% | — | +7.66% | |
| 50 | NDAQ | Nasdaq INC | 株式-金融 | 0.70% | — | -0.13% |