CIK: 0000809443
申告総資産額
$17.5億
上位200銘柄を表示中（全1558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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.36% | — | -4.30% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.79% | — | — | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.64% | — | +0.10% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 2.43% | — | +79.10% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.17% | +1.28% | +1.49% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.16% | -1.83% | +7.44% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.02% | — | -18.11% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.54% | -0.82% | +13.86% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.50% | -2.46% | +5.80% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.25% | — | +8.33% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.09% | -0.08% | +13.03% | |
| 12 | BAC | Bank Of America CORP | 株式-金融 | 1.03% | — | +16.11% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.00% | -0.74% | -11.16% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.94% | +1.10% | +4.33% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 0.89% | — | +16.26% | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 0.82% | +0.95% | +159.90% | |
| 17 | BA | Boeing Co/the | 株式-資本財 | 0.82% | — | -11.80% | |
| 18 | ACN | Accenture plc | 株式-IT | 0.76% | — | +20.17% | |
| 19 | INTC | Intel CORP | 株式-IT | 0.73% | — | +9.84% | |
| 20 | WFC | Wells Fargo & Co | 株式-金融 | 0.73% | — | +43.61% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | — | -11.94% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.72% | — | -2.49% | |
| 23 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.71% | — | -40.24% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.70% | -2.63% | EXIT | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.69% | — | -42.89% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 0.69% | — | +9.50% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | +0.70% | -14.02% | |
| 28 | SPG | Simon Property Group INC | 株式-不動産 | 0.63% | -0.43% | +61.44% | |
| 29 | AFL | Aflac INC | 株式-金融 | 0.63% | — | +354.89% | |
| 30 | INTU | Intuit INC | 株式-IT | 0.62% | — | +4.28% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +1.27% | -8.56% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.61% | -0.63% | +4.63% | |
| 33 | TXN | Texas Instruments INC | 株式-IT | 0.61% | — | +131.64% | |
| 34 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.61% | — | +41.88% | |
| 35 | EXC | Exelon CORP | 株式-公益事業 | 0.60% | — | +16.64% | |
| 36 | HPQ | Hp INC | 株式-IT | 0.60% | — | +7.14% | |
| 37 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.59% | — | +14.34% | |
| 38 | PNC | Pnc Financial Services Group | 株式-金融 | 0.58% | — | +16.34% | |
| 39 | ADBE | Adobe INC | 株式-IT | 0.58% | — | +23.09% | |
| 40 | VLO | Valero Energy CORP | 株式-エネルギー | 0.56% | — | +2.33% | |
| 41 | FITB | Fifth Third Bancorp | 株式-金融 | 0.55% | — | +0.89% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.55% | — | +177.52% | |
| 43 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.55% | — | +22.86% | |
| 44 | PSX | Phillips 66 | 株式-エネルギー | 0.54% | — | +10.84% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.54% | — | -1.73% | |
| 46 | CNP | Centerpoint Energy INC | 株式-公益事業 | 0.53% | — | +104.43% | |
| 47 | COP | Conocophillips | 株式-エネルギー | 0.52% | — | +1244.11% | |
| 48 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.51% | — | +504.70% | |
| 49 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.50% | — | -6.29% | |
| 50 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.48% | — | -0.94% |