CIK: 0000809443
申告総資産額
$17.5億
上位200銘柄を表示中（全855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 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 4.38% | -2.63% | EXIT | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 4.32% | — | +14.82% | |
| 3 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.50% | — | +101.29% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.07% | -2.31% | +226.68% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.90% | +1.28% | -23.36% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.69% | — | -25.51% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.56% | -1.83% | -27.00% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.22% | +1.10% | -25.79% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.21% | — | +45.93% | |
| 10 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.20% | — | +163.83% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.13% | — | -55.16% | |
| 12 | T | At&t INC | 株式-通信サービス | 1.13% | — | +123.27% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.12% | — | -70.85% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.12% | — | -18.35% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.08% | +0.70% | +0.26% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.98% | -2.46% | +205.86% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | -0.74% | +31.58% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 0.84% | — | +189.02% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.82% | -0.82% | -44.29% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.81% | +1.27% | +32.84% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 0.79% | -0.63% | +223.79% | |
| 22 | WFC | Wells Fargo & Co | 株式-金融 | 0.79% | — | -38.75% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.78% | — | +309.45% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.77% | — | -28.62% | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 0.76% | — | -16.61% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.74% | — | -8.94% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.73% | — | +15.33% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | — | -28.91% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.72% | — | -22.07% | |
| 30 | C | Citigroup INC | 株式-金融 | 0.72% | — | -17.33% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.64% | — | +42.21% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.60% | — | +184.14% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.56% | — | -81.30% | |
| 34 | PM | Philip Morris International | 株式-生活必需品 | 0.54% | — | +89.93% | |
| 35 | AIG | American International Group | 株式-金融 | 0.53% | — | -11.37% | |
| 36 | MO | Altria Group INC | 株式-生活必需品 | 0.52% | — | -25.32% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | — | +4.05% | |
| 38 | PRU | Prudential Financial INC | 株式-金融 | 0.47% | — | +5.35% | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.46% | — | +688.45% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.45% | — | +2036.66% | |
| 41 | GM | General Motors Co | 株式-一般消費財 | 0.45% | — | -11.15% | |
| 42 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.43% | — | +816.49% | |
| 43 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.42% | — | +3935.43% | |
| 44 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.42% | — | -23.96% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.42% | — | -40.70% | |
| 46 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.41% | — | -41.34% | |
| 47 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.41% | — | +29.68% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | — | +354.13% | |
| 49 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.40% | — | -44.08% | |
| 50 | REYN | Reynolds Consumer Products Inc. | 株式-その他 | 0.40% | — | -46.73% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EMB | Ishares Jp Morgan Usd Emergi | +2.6% | +130.50% | 増加 |
| 2 | IEF | Ishares 7-10 Year Treasury B | +1.5% | +226.68% | 増加 |
| 3 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | +1.3% | +101.29% | 増加 |
| 4 | AEP | American Electric Power Company, Inc. | +0.8% | +163.83% | 増加 |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.8% | +14.82% | 増加 |
| 6 | T | At&t INC | +0.7% | +123.27% | 増加 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | +205.86% | 増加 |
| 8 | PG | Procter & Gamble Co/the | +0.6% | +309.45% | 増加 |
| 9 | VZ | Verizon Communications INC | +0.6% | +189.02% | 増加 |
| 10 | WMT | Walmart INC | +0.6% | +223.79% | 増加 |
| 11 | IEMG | Ishares Core Msci Emerging | +0.5% | +45.93% | 増加 |
| 12 | ORCL | Oracle CORP | +0.4% | +2036.66% | 増加 |
| 13 | XLK | Ss Technology Select Sector | +0.4% | +3935.43% | 増加 |
| 14 | IBM | Intl Business Machines CORP | +0.4% | +688.45% | 増加 |
| 15 | KO | Coca-cola Co/the | +0.4% | +184.14% | 増加 |
| 16 | CMCSA | Comcast Corp-class A | +0.4% | +816.49% | 増加 |
| 17 | NI | Nisource INC | +0.3% | +1120.40% | 増加 |
| 18 | META | Meta Platforms Inc-class A | +0.3% | +31.58% | 増加 |
| 19 | V | Visa Inc-class A Shares | +0.3% | +354.13% | 増加 |
| 20 | XOM | Exxon Mobil CORP | -0.3% | -25.79% | 減少 |
| 21 | PSX | Phillips 66 | -0.3% | -62.23% | 減少 |
| 22 | LOW | Lowe's Cos INC | -0.3% | -41.34% | 減少 |
| 23 | HPQ | Hp INC | -0.3% | -66.62% | 減少 |
| 24 | NFLX | Netflix INC | -0.3% | -64.47% | 減少 |
| 25 | GS | Goldman Sachs Group INC | -0.3% | -43.87% | 減少 |
| 26 | EA | Electronic Arts INC | -0.3% | -66.83% | 減少 |
| 27 | WBA | Walgreens Boots Alliance INC | -0.3% | -44.08% | 減少 |
| 28 | C | Citigroup INC | -0.3% | -17.33% | 減少 |
| 29 | AAP | Advance Auto Parts INC | -0.3% | -97.11% | 減少 |
| 30 | BAC | Bank Of America CORP | -0.3% | -16.61% | 減少 |
| 31 | KHC | Kraft Heinz Co/the | -0.3% | -55.18% | 減少 |
| 32 | NKE | Nike INC -cl B | -0.3% | -47.67% | 減少 |
| 33 | MPC | Marathon Petroleum CORP | -0.3% | -54.05% | 減少 |
| 34 | JPM | Jpmorgan Chase & Co | -0.3% | -18.35% | 減少 |
| 35 | PFE | Pfizer INC | -0.4% | -28.62% | 減少 |
| 36 | IWS | Ishares Russell Mid-cap Valu | -0.4% | -94.28% | 減少 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -98.23% | 減少 |
| 38 | AAPL | Apple INC | -0.4% | -23.36% | 減少 |
| 39 | INGM | Ingram Micro Holding Corporation | -0.4% | -99.84% | 減少 |
| 40 | MSFT | Microsoft CORP | -0.5% | -27.00% | 減少 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.5% | -25.51% | 減少 |
| 42 | WFC | Wells Fargo & Co | -0.6% | -38.75% | 減少 |
| 43 | AMZN | Amazon.com INC | -0.8% | -44.29% | 減少 |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | -1.2% | -55.16% | 減少 |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | -2.3% | -81.30% | 減少 |
| 46 | EFA | Ishares Msci Eafe ETF | -2.7% | -70.85% | 減少 |
| 47 | MSCI | Msci INC | — | EXIT | 全売却 |
| 48 | ✓ | Mentor Graphics CORP | — | EXIT | 全売却 |
| 49 | MANH | Manhattan Associates INC | — | EXIT | 全売却 |
| 50 | TSN | Tyson Foods Inc-cl A | — | NEW | 新規購入 |