CIK: 0000809443
申告総資産額
$17.5億
上位200銘柄を表示中（全1619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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.09% | — | -0.51% | |
| 2 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.70% | — | +0.07% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.23% | +1.28% | -11.10% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.51% | -1.83% | -10.97% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.38% | -2.46% | -4.46% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.18% | — | -0.04% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.14% | — | -9.12% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.11% | -0.74% | +15.01% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.05% | +1.10% | +15.31% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 0.99% | — | -13.27% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.98% | -0.08% | -15.79% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | +0.70% | -27.54% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 0.92% | -0.63% | -6.75% | |
| 14 | C | Citigroup INC | 株式-金融 | 0.90% | — | +7.62% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 0.86% | — | +2.37% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 0.86% | +1.27% | +37.61% | |
| 17 | INTC | Intel CORP | 株式-IT | 0.83% | — | -20.56% | |
| 18 | BA | Boeing Co/the | 株式-資本財 | 0.78% | — | -27.87% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.77% | — | +37.00% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 0.76% | — | +55.50% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.74% | — | -20.55% | |
| 22 | PNC | Pnc Financial Services Group | 株式-金融 | 0.73% | — | +154.47% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | — | -12.20% | |
| 24 | ORCL | Oracle CORP | 株式-IT | 0.68% | — | +85.11% | |
| 25 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.67% | -0.55% | +1916.19% | |
| 26 | GM | General Motors Co | 株式-一般消費財 | 0.67% | — | -13.20% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | -0.82% | -36.01% | |
| 28 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.66% | — | -16.72% | |
| 29 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.63% | — | -23.76% | |
| 30 | HUM | Humana INC | 株式-ヘルスケア | 0.61% | — | +2.30% | |
| 31 | INTU | Intuit INC | 株式-IT | 0.61% | — | +35.17% | |
| 32 | TXN | Texas Instruments INC | 株式-IT | 0.61% | — | -19.12% | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.61% | — | +9.81% | |
| 34 | VLO | Valero Energy CORP | 株式-エネルギー | 0.61% | — | -12.00% | |
| 35 | EXC | Exelon CORP | 株式-公益事業 | 0.61% | — | +583.70% | |
| 36 | BBTUSD | Bb&t CORP | 株式-その他 | 0.60% | — | +786.42% | |
| 37 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.59% | — | -13.17% | |
| 38 | PSX | Phillips 66 | 株式-エネルギー | 0.58% | — | +4061.86% | |
| 39 | BAX | Baxter International INC | 株式-ヘルスケア | 0.58% | — | -5.23% | |
| 40 | WFC | Wells Fargo & Co | 株式-金融 | 0.57% | — | +154.88% | |
| 41 | ALL | Allstate CORP | 株式-金融 | 0.57% | +0.66% | -5.78% | |
| 42 | CMI | Cummins INC | 株式-資本財 | 0.57% | — | -8.53% | |
| 43 | HPQ | Hp INC | 株式-IT | 0.56% | — | +3.60% | |
| 44 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.56% | — | -26.81% | |
| 45 | SPGI | S&p Global INC | 株式-金融 | 0.55% | — | -7.77% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | -35.06% | |
| 47 | ACN | Accenture plc | 株式-IT | 0.53% | — | +7.30% | |
| 48 | AMAT | Applied Materials INC | 株式-IT | 0.53% | — | -15.01% | |
| 49 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.52% | — | -6.21% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.52% | — | -51.91% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BNY | Bank Of New York Mellon CORP | +0.6% | +1916.19% | 増加 |
| 2 | PSX | Phillips 66 | +0.6% | +4061.86% | 増加 |
| 3 | BBTUSD | Bb&t CORP | +0.5% | +786.42% | 増加 |
| 4 | EXC | Exelon CORP | +0.5% | +583.70% | 増加 |
| 5 | PNC | Pnc Financial Services Group | +0.5% | +154.47% | 増加 |
| 6 | CCL1EUR | Carnival CORP LTD | +0.5% | +7457.86% | 増加 |
| 7 | MCD | Mcdonald's CORP | +0.5% | +600.97% | 増加 |
| 8 | ✓ | +0.4% | +459.52% | 増加 | |
| 9 | CVX | Chevron CORP | +0.4% | +37.61% | 増加 |
| 10 | WFC | Wells Fargo & Co | +0.4% | +154.88% | 増加 |
| 11 | AMGN | Amgen INC | +0.4% | +55.50% | 増加 |
| 12 | META | Meta Platforms Inc-class A | +0.4% | +15.01% | 増加 |
| 13 | ORCL | Oracle CORP | +0.4% | +85.11% | 増加 |
| 14 | RCL | Royal Caribbean Cruises Ltd. | +0.3% | +375628.57% | 増加 |
| 15 | PGR | Progressive CORP | +0.3% | +126.36% | 増加 |
| 16 | EMN | Eastman Chemical Co | +0.3% | +322.00% | 増加 |
| 17 | KMB | Kimberly-clark CORP | +0.3% | +439.20% | 増加 |
| 18 | MDT | Medtronic plc | +0.3% | +3786.73% | 増加 |
| 19 | ✓ | Delphi Automotive PLC | +0.3% | +163.67% | 増加 |
| 20 | OKE | Oneok INC | +0.3% | +2259.99% | 増加 |
| 21 | CMA | Comerica INC | +0.3% | +685.81% | 増加 |
| 22 | CHTR | Charter Communications Inc-a | +0.3% | +1980.06% | 増加 |
| 23 | DIS | Walt Disney Co/the | -0.2% | -46.30% | 減少 |
| 24 | CSX | Csx CORP | -0.2% | -54.95% | 減少 |
| 25 | MAN | Manpowergroup INC | -0.2% | -73.28% | 減少 |
| 26 | XEL | Xcel Energy INC | -0.2% | -65.40% | 減少 |
| 27 | JNJ | Johnson & Johnson | -0.2% | -27.54% | 減少 |
| 28 | AMZN | Amazon.com INC | -0.3% | -36.01% | 減少 |
| 29 | UGI | Ugi CORP | -0.3% | -56.51% | 減少 |
| 30 | CERNCHF | Cerner CORP | -0.3% | -86.92% | 減少 |
| 31 | MRK | Merck & Co. INC. | -0.3% | -60.01% | 減少 |
| 32 | AXP | American Express Co | -0.3% | -66.58% | 減少 |
| 33 | T | At&t INC | -0.3% | -50.88% | 減少 |
| 34 | TWXCHF | Time Warner INC | -0.3% | -85.67% | 減少 |
| 35 | MMM | 3m Co | -0.3% | -71.54% | 減少 |
| 36 | DGX | Quest Diagnostics INC | -0.3% | -89.16% | 減少 |
| 37 | CSCO | Cisco Systems INC | -0.4% | -51.91% | 減少 |
| 38 | ETN | Eaton Corporation plc | -0.5% | -87.31% | 減少 |
| 39 | PRU | Prudential Financial INC | -0.6% | -94.02% | 減少 |
| 40 | AGG | Ishares Core U.s. Aggregate | -1.1% | -88.68% | 減少 |
| 41 | IEI | Ishares 3-7 Year Treasury Bo | -1.3% | -83.40% | 減少 |
| 42 | IEF | Ishares 7-10 Year Treasury B | -1.3% | -83.77% | 減少 |
| 43 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -2.2% | -97.36% | 減少 |
| 44 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | -2.6% | -97.73% | 減少 |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | -4.3% | -95.45% | 減少 |
| 46 | MO | Altria Group INC | — | EXIT | 全売却 |
| 47 | MS | Morgan Stanley | — | EXIT | 全売却 |
| 48 | EIX | Edison International | — | EXIT | 全売却 |
| 49 | ✓ | Andeavor Logistics LP | — | NEW | 新規購入 |
| 50 | UTXZ | United Tech CORP | — | NEW | 新規購入 |