CIK: 0000769963
申告総資産額
$15.3億
上位200銘柄を表示中（全384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 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.64% | -0.40% | -1.55% | |
| 2 | GVI | Ishares Intermediate Governm | ETF-その他 | 3.56% | +0.10% | +7.80% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.21% | — | +6.66% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.83% | +0.42% | +8.80% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.74% | -0.49% | +3.08% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.66% | -0.27% | +4.14% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.57% | +0.75% | +1.66% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 2.56% | -0.62% | +0.54% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.42% | -0.26% | +1.51% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 2.34% | -0.15% | +9.63% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.82% | -0.24% | +2.76% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.80% | — | +21.00% | |
| 13 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.69% | — | +0.69% | |
| 14 | CAT | Caterpillar INC | 株式-資本財 | 1.63% | +0.17% | -8.41% | |
| 15 | ICE | Intercontinental Exchange In | 株式-金融 | 1.46% | — | +0.59% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.35% | -0.22% | +1.86% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.30% | +0.11% | -24.24% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.29% | — | +18.30% | |
| 19 | PM | Philip Morris International | 株式-生活必需品 | 1.23% | — | +3.28% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.20% | — | -24.66% | |
| 21 | HON | Honeywell International INC | 株式-資本財 | 1.16% | +0.26% | +9.58% | |
| 22 | DTE | Dte Energy Company | 株式-公益事業 | 1.16% | — | +8.22% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.14% | -0.14% | -3.61% | |
| 24 | SYK | Stryker CORP | 株式-ヘルスケア | 1.14% | — | +2.22% | |
| 25 | MU | Micron Technology INC | 株式-IT | 1.13% | — | +5.34% | |
| 26 | GD | General Dynamics CORP | 株式-資本財 | 1.10% | — | -0.40% | |
| 27 | UNP | Union Pacific CORP | 株式-資本財 | 1.07% | — | +0.76% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 1.07% | -0.11% | -27.45% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.06% | — | +5.53% | |
| 30 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 1.05% | — | +3.17% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.04% | +0.13% | +4.34% | |
| 32 | APH | Amphenol Corp-cl A | 株式-IT | 0.99% | — | +1.04% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.96% | +0.07% | +0.86% | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.95% | — | -27.14% | |
| 35 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.89% | — | +8.05% | |
| 36 | EOG | Eog Resources INC | 株式-エネルギー | 0.89% | +0.11% | +0.39% | |
| 37 | MS | Morgan Stanley | 株式-金融 | 0.84% | -0.12% | +1.83% | |
| 38 | GS | Goldman Sachs Group INC | 株式-金融 | 0.82% | -0.16% | +3643.41% | |
| 39 | DOX | Amdocs Limited | 株式-IT | 0.80% | — | +11.38% | |
| 40 | BAX | Baxter International INC | 株式-ヘルスケア | 0.77% | — | +9.34% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.76% | +0.17% | -41.97% | |
| 42 | USB | US Bancorp | 株式-金融 | 0.75% | — | +22.68% | |
| 43 | CCK | Crown Holdings INC | 株式-一般消費財 | 0.74% | — | +1.19% | |
| 44 | CMS | Cms Energy CORP | 株式-公益事業 | 0.74% | — | +39.10% | |
| 45 | RRC | Range Resources CORP | 株式-エネルギー | 0.74% | +0.19% | — | |
| 46 | CME | Cme Group INC | 株式-金融 | 0.73% | — | +2.36% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | -0.22% | -35.78% | |
| 48 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.72% | +0.20% | +0.31% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.71% | — | +2.26% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | — | +0.16% |