CIK: 0000870260
申告総資産額
$8319.4万
上位200銘柄を表示中(全273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 | AAPL | Apple INC | 株式-IT | 9.03% | -3.74% | +0.03% | |
| 2 | GABC | German American Bancorp | 株式-その他 | 4.79% | -4.80% | EXIT | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.62% | -0.78% | +0.05% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 4.57% | -2.55% | +1.71% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.26% | -1.44% | +0.58% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.24% | +2.31% | +16.30% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.84% | -1.84% | +9.12% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.55% | — | -22.62% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 2.20% | -1.07% | -11.56% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.98% | +0.97% | -0.81% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.93% | -0.41% | +6.39% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.48% | -1.15% | +1.48% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.45% | -0.25% | +21.03% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 1.31% | -0.71% | +0.58% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.27% | +0.83% | +24.33% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.22% | -0.44% | +3.46% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.96% | +1.87% | +4.79% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.93% | +2.86% | +0.28% | |
| 19 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.92% | -0.48% | +49.50% | |
| 20 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.88% | +0.05% | +108.93% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 0.86% | +0.08% | +2.33% | |
| 22 | CRM | Salesforce INC | 株式-IT | 0.74% | -0.63% | EXIT | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.69% | +0.47% | -3.99% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.69% | -0.51% | EXIT | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.63% | -0.44% | EXIT | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | — | +38.35% | |
| 27 | FITB | Fifth Third Bancorp | 株式-金融 | 0.61% | -0.56% | EXIT | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | -0.35% | EXIT | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.60% | -0.44% | EXIT | |
| 30 | ORCL | Oracle CORP | 株式-IT | 0.60% | +0.68% | +0.25% | |
| 31 | QLC | Flexshares US Quality Lg Cap | ETF-その他 | 0.59% | -0.60% | EXIT | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.57% | -0.47% | -2.27% | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.56% | — | +6.34% | |
| 34 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.54% | -0.60% | EXIT | |
| 35 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.53% | — | +4.06% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.52% | +0.23% | +233.36% | |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.51% | -0.40% | EXIT | |
| 38 | ADBE | Adobe INC | 株式-IT | 0.50% | — | +1.44% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.49% | — | -4.87% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.48% | — | — | |
| 41 | BX | Blackstone INC | 株式-金融 | 0.48% | — | +0.62% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.48% | -0.14% | +14.70% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.45% | +0.20% | +19.71% | |
| 44 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.44% | — | -1.15% | |
| 45 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.44% | — | -3.42% | |
| 46 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.43% | — | +0.49% | |
| 47 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.43% | — | -6.59% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.42% | +0.51% | +15.28% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.42% | +0.32% | +1.90% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.40% | — | +53.78% |