CIK: 0000769963
申告総資産額
$15.3億
上位200銘柄を表示中（全313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 | 3.80% | +0.10% | +4.58% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.30% | -0.40% | -0.01% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.17% | +0.75% | +0.34% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.94% | +0.42% | +5.70% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.93% | -0.26% | -7.35% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.89% | — | -11.43% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.43% | -0.49% | -1.51% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.38% | — | -11.22% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.33% | -0.27% | -0.94% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.98% | -0.15% | +43.37% | |
| 11 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.92% | — | -1.10% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.91% | +0.11% | +0.29% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.82% | +0.17% | -2.04% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.79% | -0.62% | +0.47% | |
| 15 | CAT | Caterpillar INC | 株式-資本財 | 1.64% | +0.17% | +0.65% | |
| 16 | PM | Philip Morris International | 株式-生活必需品 | 1.55% | — | -1.26% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.49% | +0.13% | +3.65% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.49% | -0.24% | -1.52% | |
| 19 | ICE | Intercontinental Exchange In | 株式-金融 | 1.44% | — | +1.00% | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 1.43% | -0.11% | -2.96% | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.41% | — | -15.70% | |
| 22 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.38% | — | +0.98% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.35% | — | -22.08% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.25% | -0.14% | -2.33% | |
| 25 | SYK | Stryker CORP | 株式-ヘルスケア | 1.24% | — | +15.45% | |
| 26 | DTE | Dte Energy Company | 株式-公益事業 | 1.19% | — | +16.49% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.10% | +0.07% | +1.61% | |
| 28 | EOG | Eog Resources INC | 株式-エネルギー | 1.09% | +0.11% | +4.88% | |
| 29 | GD | General Dynamics CORP | 株式-資本財 | 1.07% | — | -1.38% | |
| 30 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.06% | — | +2.27% | |
| 31 | RTX | Rtx CORP | 株式-資本財 | 1.05% | — | -28.90% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.04% | -0.22% | -7.21% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.03% | — | +2506.78% | |
| 34 | TXN | Texas Instruments INC | 株式-IT | 1.03% | — | -10.47% | |
| 35 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 1.02% | — | -0.41% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.99% | -0.22% | +0.45% | |
| 37 | DOX | Amdocs Limited | 株式-IT | 0.93% | — | +11.21% | |
| 38 | APH | Amphenol Corp-cl A | 株式-IT | 0.87% | — | +2.40% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.87% | -0.39% | +13.16% | |
| 40 | CME | Cme Group INC | 株式-金融 | 0.85% | — | +1.75% | |
| 41 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.81% | — | +2.79% | |
| 42 | QCOM | Qualcomm INC | 株式-IT | 0.80% | -0.16% | -1.57% | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.79% | — | +1.46% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.78% | +0.22% | -22.73% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.77% | — | +2.15% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | — | +2.56% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.75% | +0.10% | -5.32% | |
| 48 | BALL | Ball CORP | 株式-一般消費財 | 0.74% | — | +0.41% | |
| 49 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.73% | +0.20% | +2.19% | |
| 50 | MS | Morgan Stanley | 株式-金融 | 0.71% | -0.12% | -3.46% |