CIK: 0000769963
申告総資産額
$15.3億
上位200銘柄を表示中（全477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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.12% | — | +2.68% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.98% | -0.40% | +2.10% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 3.88% | -0.62% | -6.41% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.68% | -0.27% | +3.43% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.58% | -0.15% | +2.59% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.02% | -0.26% | +6.71% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.95% | +0.42% | +6.39% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.66% | -0.49% | +1.38% | |
| 9 | GVI | Ishares Intermediate Governm | ETF-その他 | 2.65% | +0.10% | +3.73% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 2.37% | — | +2.17% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.25% | -0.16% | +3.16% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.23% | -0.24% | +2.31% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.85% | +0.75% | +1.00% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.78% | +0.13% | +8.47% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.77% | -0.22% | -0.00% | |
| 16 | HON | Honeywell International INC | 株式-資本財 | 1.55% | +0.26% | +28.25% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.50% | -0.14% | +0.71% | |
| 18 | ICE | Intercontinental Exchange In | 株式-金融 | 1.44% | — | +22.61% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.40% | -0.39% | +59.00% | |
| 20 | NEE | Nextera Energy INC | 株式-公益事業 | 1.40% | +0.22% | +2.44% | |
| 21 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.37% | — | +2.00% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.30% | — | -4.04% | |
| 23 | INTU | Intuit INC | 株式-IT | 1.25% | -0.43% | +20.66% | |
| 24 | PM | Philip Morris International | 株式-生活必需品 | 1.24% | — | -3.87% | |
| 25 | GS | Goldman Sachs Group INC | 株式-金融 | 1.17% | -0.16% | -5.09% | |
| 26 | MS | Morgan Stanley | 株式-金融 | 1.14% | -0.12% | +0.08% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.97% | — | +15.30% | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.92% | +0.07% | +0.38% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.90% | +0.11% | -4.66% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.90% | -0.11% | +2.90% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.89% | — | +25.86% | |
| 32 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.80% | +0.09% | +11.19% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.78% | +0.17% | -2.27% | |
| 34 | UNP | Union Pacific CORP | 株式-資本財 | 0.77% | — | -0.42% | |
| 35 | CASY | Casey's General Stores INC | 株式-一般消費財 | 0.75% | +0.25% | +2.15% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.74% | — | +0.94% | |
| 37 | ACN | Accenture plc | 株式-IT | 0.73% | — | -4.12% | |
| 38 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.73% | — | +1.57% | |
| 39 | SYK | Stryker CORP | 株式-ヘルスケア | 0.73% | — | -0.19% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.71% | +0.10% | +1.82% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.70% | +0.10% | +2.95% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.69% | -0.22% | +50.09% | |
| 43 | CCK | Crown Holdings INC | 株式-一般消費財 | 0.68% | — | +0.59% | |
| 44 | GD | General Dynamics CORP | 株式-資本財 | 0.68% | — | +0.24% | |
| 45 | DTE | Dte Energy Company | 株式-公益事業 | 0.66% | — | -2.79% | |
| 46 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.63% | — | +2.74% | |
| 47 | RRC | Range Resources CORP | 株式-エネルギー | 0.63% | +0.19% | -0.40% | |
| 48 | APH | Amphenol Corp-cl A | 株式-IT | 0.63% | — | -4.41% | |
| 49 | CME | Cme Group INC | 株式-金融 | 0.62% | — | -0.73% | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.62% | -0.16% | +49.26% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +0.5% | +59.00% | 増加 |
| 2 | GOOG | Alphabet Inc-cl C | +0.3% | +0.71% | 増加 |
| 3 | AAPL | Apple INC | +0.3% | +6.71% | 増加 |
| 4 | SPGI | S&p Global INC | +0.3% | +359.96% | 増加 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +50.09% | 増加 |
| 6 | HON | Honeywell International INC | +0.2% | +28.25% | 増加 |
| 7 | QCOM | Qualcomm INC | +0.2% | +49.26% | 増加 |
| 8 | V | Visa Inc-class A Shares | +0.2% | +25.86% | 増加 |
| 9 | ICE | Intercontinental Exchange In | +0.2% | +22.61% | 増加 |
| 10 | MDT | Medtronic plc | +0.2% | +43.75% | 増加 |
| 11 | INTU | Intuit INC | +0.1% | +20.66% | 増加 |
| 12 | JNJ | Johnson & Johnson | +0.1% | +39.68% | 増加 |
| 13 | MU | Micron Technology INC | +0.1% | -2.28% | 減少 |
| 14 | DHR | Danaher CORP | +0.1% | +13.16% | 増加 |
| 15 | MCD | Mcdonald's CORP | +0.1% | +15.30% | 増加 |
| 16 | CAT | Caterpillar INC | +0.1% | -2.27% | 減少 |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.43% | 増加 |
| 18 | AMZN | Amazon.com INC | +0.1% | +2.31% | 増加 |
| 19 | MS | Morgan Stanley | +0.1% | +0.08% | 増加 |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +8.47% | 増加 |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +1.00% | 増加 |
| 22 | NEE | Nextera Energy INC | +0.1% | +2.44% | 増加 |
| 23 | LAMR | Lamar Advertising Co-a | +0.1% | +23.31% | 増加 |
| 24 | VCIT | Vanguard Int-term Corporate | +0.1% | +6.39% | 増加 |
| 25 | TJX | Tjx Companies INC | +0.1% | +2.00% | 増加 |
| 26 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.68% | 増加 |
| 27 | VGIT | Vanguard Intermediate-term T | +0.1% | +11.19% | 増加 |
| 28 | BAC | Bank Of America CORP | +0.1% | +2.90% | 増加 |
| 29 | ELV | Elevance Health INC | +0.1% | +1.57% | 増加 |
| 30 | CELH | Celsius Holdings INC | 0% | +46.10% | 増加 |
| 31 | IUSG | Ishares Core S&p U.s. Growth | 0% | +2.59% | 増加 |
| 32 | IUSV | Ishares Core S&p U.s. Value | 0% | +2.17% | 増加 |
| 33 | JPM | Jpmorgan Chase & Co | 0% | +2.10% | 増加 |
| 34 | GVI | Ishares Intermediate Governm | — | +3.73% | 増加 |
| 35 | NVDA | Nvidia CORP | 0% | +3.16% | 増加 |
| 36 | STZ | Constellation Brands Inc-a | -0.1% | -56.69% | 減少 |
| 37 | APD | Air Products & Chemicals INC | -0.1% | -13.01% | 減少 |
| 38 | DTE | Dte Energy Company | -0.1% | -2.79% | 減少 |
| 39 | PM | Philip Morris International | -0.1% | -3.87% | 減少 |
| 40 | ABBV | Abbvie INC | -0.1% | -4.04% | 減少 |
| 41 | ZS | Zscaler INC | -0.2% | -9.50% | 減少 |
| 42 | AVGO | Broadcom INC | -0.2% | -6.41% | 減少 |
| 43 | MSFT | Microsoft CORP | -0.3% | +1.38% | 増加 |
| 44 | META | Meta Platforms Inc-class A | -0.3% | -0.00% | 減少 |
| 45 | MDLZ | Mondelez International Inc-a | -0.3% | -26.34% | 減少 |
| 46 | DOX | Amdocs Limited | -0.4% | -96.09% | 減少 |
| 47 | RRX | Regal Rexnord CORP | -0.7% | -96.69% | 減少 |
| 48 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 全売却 |
| 49 | FISV | Fiserv INC | — | EXIT | 全売却 |
| 50 | BRBR | Bellring Brands INC | — | EXIT | 全売却 |