CIK: 0000870260
申告総資産額
$8319.4万
上位200銘柄を表示中(全275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 | 9.75% | -3.74% | -2.22% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 5.15% | -2.55% | -2.11% | |
| 3 | GABC | German American Bancorp | 株式-その他 | 4.80% | -4.80% | EXIT | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.28% | -0.78% | -3.21% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.61% | -1.44% | -5.49% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.95% | -1.84% | +12.10% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.57% | +2.31% | -1.93% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.24% | -0.41% | +0.83% | |
| 9 | ✓ | Spdr Ser Tr Spdr Bloomberg | 株式-その他 | 1.86% | -1.86% | EXIT | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.81% | +0.97% | -1.55% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.73% | +0.83% | +14.15% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.66% | -1.15% | -4.27% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.49% | -0.47% | +186.90% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.45% | -0.25% | +4.04% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.39% | +2.86% | +102.05% | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 1.36% | -0.71% | -3.67% | |
| 17 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.32% | -1.07% | +28.73% | |
| 18 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.26% | +0.05% | +8.09% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.22% | +0.20% | -11.16% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.18% | +1.87% | +1.94% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.00% | -0.44% | -15.89% | |
| 22 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.78% | -0.48% | +3.11% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.70% | +0.23% | +8.98% | |
| 24 | ORCL | Oracle CORP | 株式-IT | 0.68% | +0.68% | -1.25% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.66% | +0.08% | -1.19% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.65% | +0.47% | -5.15% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.63% | +0.51% | +10.09% | |
| 28 | CRM | Salesforce INC | 株式-IT | 0.63% | -0.63% | EXIT | |
| 29 | QLC | Flexshares US Quality Lg Cap | ETF-その他 | 0.60% | -0.60% | EXIT | |
| 30 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.60% | -0.60% | EXIT | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.57% | — | -1.93% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | -0.18% | +0.70% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.56% | -0.14% | +1.61% | |
| 34 | FITB | Fifth Third Bancorp | 株式-金融 | 0.56% | -0.56% | EXIT | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.51% | -0.51% | EXIT | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.51% | +0.32% | +20.43% | |
| 37 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.50% | — | -26.26% | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.50% | — | -2.24% | |
| 39 | BX | Blackstone INC | 株式-金融 | 0.47% | — | -0.77% | |
| 40 | QGRW | Wisdomtree US Quality Growth | ETF-その他 | 0.44% | -0.44% | EXIT | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.44% | -0.44% | EXIT | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.44% | -0.44% | EXIT | |
| 43 | NOW | Servicenow INC | 株式-IT | 0.40% | -0.40% | EXIT | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.40% | -0.40% | EXIT | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.39% | -0.39% | EXIT | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.37% | -0.37% | EXIT | |
| 47 | SO | Southern Co/the | 株式-公益事業 | 0.37% | — | -12.28% | |
| 48 | QCOM | Qualcomm INC | 株式-IT | 0.37% | — | -1.61% | |
| 49 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.36% | — | +2.01% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.35% | -0.35% | EXIT |