CIK: 0000769963
申告総資産額
$15.3億
上位200銘柄を表示中（全332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 | GVI | Ishares Intermediate Governm | ETF-その他 | 3.50% | +0.10% | +4.31% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.39% | -0.26% | -5.27% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.21% | — | +12.58% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.14% | -0.40% | -0.18% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.74% | +0.42% | +4.75% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.73% | +0.75% | -4.95% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.70% | — | -12.05% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.52% | -0.49% | -1.32% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.31% | -0.27% | +6.60% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.97% | +0.11% | -0.59% | |
| 11 | RTX | Rtx CORP | 株式-資本財 | 1.90% | — | +0.78% | |
| 12 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.80% | — | -0.41% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.76% | -0.62% | -1.62% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.67% | — | +2.00% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.64% | +0.17% | -0.42% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.57% | — | -13.45% | |
| 17 | PM | Philip Morris International | 株式-生活必需品 | 1.56% | — | +0.05% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.47% | -0.24% | -1.15% | |
| 19 | BAC | Bank Of America CORP | 株式-金融 | 1.46% | -0.11% | -2.48% | |
| 20 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.41% | — | +0.88% | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 1.39% | +0.17% | -0.02% | |
| 22 | ICE | Intercontinental Exchange In | 株式-金融 | 1.39% | — | +0.30% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.37% | +0.13% | +2.37% | |
| 24 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.35% | -0.15% | +5.60% | |
| 25 | NEE | Nextera Energy INC | 株式-公益事業 | 1.23% | +0.22% | -0.72% | |
| 26 | TXN | Texas Instruments INC | 株式-IT | 1.23% | — | +0.36% | |
| 27 | SYK | Stryker CORP | 株式-ヘルスケア | 1.14% | — | -8.88% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.11% | -0.14% | -1.14% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.11% | +0.07% | -0.52% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.10% | -0.22% | +1.07% | |
| 31 | DTE | Dte Energy Company | 株式-公益事業 | 1.07% | — | -1.13% | |
| 32 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 1.03% | — | -13.94% | |
| 33 | GD | General Dynamics CORP | 株式-資本財 | 1.00% | — | +0.39% | |
| 34 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.00% | — | +1.91% | |
| 35 | DOX | Amdocs Limited | 株式-IT | 0.92% | — | +16.18% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.89% | -0.22% | -0.84% | |
| 37 | EOG | Eog Resources INC | 株式-エネルギー | 0.89% | +0.11% | +0.37% | |
| 38 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.88% | — | -0.85% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.82% | -0.16% | -0.76% | |
| 40 | BALL | Ball CORP | 株式-一般消費財 | 0.82% | — | +1.82% | |
| 41 | APH | Amphenol Corp-cl A | 株式-IT | 0.82% | — | — | |
| 42 | CI | THE Cigna Group | 株式-ヘルスケア | 0.79% | — | -0.97% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.78% | +0.10% | +5.07% | |
| 44 | CMS | Cms Energy CORP | 株式-公益事業 | 0.76% | — | +0.20% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.76% | — | +0.55% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.75% | -0.39% | +25.87% | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.74% | — | +26.52% | |
| 48 | MS | Morgan Stanley | 株式-金融 | 0.73% | -0.12% | +0.55% | |
| 49 | CME | Cme Group INC | 株式-金融 | 0.73% | — | -12.03% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | — | -5.21% |