CIK: 0000769963
申告総資産額
$15.3億
上位200銘柄を表示中（全448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 | AVGO | Broadcom INC | 株式-IT | 4.10% | -0.62% | -3.69% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.07% | — | -4.25% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.96% | -0.40% | -0.26% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.60% | -0.27% | +3.38% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.55% | -0.15% | -1.46% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.91% | -0.49% | -0.83% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.89% | +0.42% | +10.87% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.74% | -0.26% | +1.46% | |
| 9 | GVI | Ishares Intermediate Governm | ETF-その他 | 2.65% | +0.10% | +6.70% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 2.34% | — | +10.25% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.27% | -0.16% | +1.31% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.15% | -0.24% | +1.90% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.04% | -0.22% | +0.83% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.78% | +0.75% | +0.23% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.71% | +0.13% | +12.79% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.43% | — | +3.94% | |
| 17 | PM | Philip Morris International | 株式-生活必需品 | 1.35% | — | -0.89% | |
| 18 | HON | Honeywell International INC | 株式-資本財 | 1.35% | +0.26% | -0.12% | |
| 19 | NEE | Nextera Energy INC | 株式-公益事業 | 1.33% | +0.22% | +1.57% | |
| 20 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.31% | — | +0.63% | |
| 21 | ICE | Intercontinental Exchange In | 株式-金融 | 1.27% | — | -0.35% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.20% | -0.14% | +0.69% | |
| 23 | GS | Goldman Sachs Group INC | 株式-金融 | 1.15% | -0.16% | +0.77% | |
| 24 | INTU | Intuit INC | 株式-IT | 1.11% | -0.43% | +14.66% | |
| 25 | MS | Morgan Stanley | 株式-金融 | 1.06% | -0.12% | +1.50% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.95% | +0.11% | +10.50% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.90% | +0.07% | -2.00% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.90% | -0.39% | +6.39% | |
| 29 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.87% | +0.20% | +2.20% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.86% | — | +9.77% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.85% | -0.11% | -3.91% | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 0.82% | — | +1.24% | |
| 33 | SYK | Stryker CORP | 株式-ヘルスケア | 0.79% | — | -0.21% | |
| 34 | CASY | Casey's General Stores INC | 株式-一般消費財 | 0.78% | +0.25% | +1.84% | |
| 35 | DTE | Dte Energy Company | 株式-公益事業 | 0.77% | — | -1.16% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.75% | — | -0.05% | |
| 37 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.75% | +0.09% | +23.99% | |
| 38 | ACN | Accenture plc | 株式-IT | 0.73% | — | +89.50% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.72% | +0.10% | +1.89% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | — | -2.62% | |
| 41 | GD | General Dynamics CORP | 株式-資本財 | 0.71% | — | +0.18% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.71% | +0.10% | -2.11% | |
| 43 | RRC | Range Resources CORP | 株式-エネルギー | 0.70% | +0.19% | +0.76% | |
| 44 | RRX | Regal Rexnord CORP | 株式-資本財 | 0.69% | — | +54.05% | |
| 45 | CAT | Caterpillar INC | 株式-資本財 | 0.69% | +0.17% | +1.01% | |
| 46 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.68% | — | +148.69% | |
| 47 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.66% | — | +1.36% | |
| 48 | CCK | Crown Holdings INC | 株式-一般消費財 | 0.66% | — | -0.64% | |
| 49 | CME | Cme Group INC | 株式-金融 | 0.64% | — | +0.82% | |
| 50 | APH | Amphenol Corp-cl A | 株式-IT | 0.62% | — | -38.53% |