CIK: 0000809443
申告総資産額
$17.5億
上位200銘柄を表示中（全2321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 | 3.48% | +1.28% | +6.83% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.14% | -1.83% | +3.01% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.58% | — | -12.06% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 2.55% | — | +41.35% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.69% | -0.82% | +7.49% | |
| 6 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 1.52% | — | +286.98% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.47% | -0.08% | -0.43% | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.35% | -2.63% | EXIT | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.33% | -2.46% | +1.21% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 1.12% | +0.95% | +1.88% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.04% | -0.74% | +6.07% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 0.99% | — | -0.31% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.97% | +0.70% | -1.28% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.96% | — | +17.08% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.96% | — | +3.54% | |
| 16 | INTC | Intel CORP | 株式-IT | 0.94% | — | +17.90% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 0.94% | — | +3.79% | |
| 18 | C | Citigroup INC | 株式-金融 | 0.90% | — | +51.44% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.88% | — | +35.86% | |
| 20 | MDT | Medtronic plc | 株式-ヘルスケア | 0.85% | — | -0.17% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.83% | — | +30.65% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.83% | — | +137.87% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.81% | — | -16.02% | |
| 24 | TXN | Texas Instruments INC | 株式-IT | 0.80% | — | +4.96% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.78% | — | -0.67% | |
| 26 | T | At&t INC | 株式-通信サービス | 0.78% | — | +25.46% | |
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 0.77% | — | -0.25% | |
| 28 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.77% | — | +83.41% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.75% | — | +7.04% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.72% | — | +9.56% | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 0.70% | — | +48.23% | |
| 32 | INTU | Intuit INC | 株式-IT | 0.69% | — | +6.40% | |
| 33 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.67% | — | +31.14% | |
| 34 | TGT | Target CORP | 株式-一般消費財 | 0.67% | — | +17.01% | |
| 35 | PNC | Pnc Financial Services Group | 株式-金融 | 0.67% | — | +183.93% | |
| 36 | MU | Micron Technology INC | 株式-IT | 0.64% | -0.25% | -8.86% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.64% | +0.45% | +3.78% | |
| 38 | PSX | Phillips 66 | 株式-エネルギー | 0.63% | — | +1.80% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.63% | — | +5.13% | |
| 40 | AMAT | Applied Materials INC | 株式-IT | 0.63% | — | +9.00% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | +1.27% | +1.51% | |
| 42 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.61% | — | +10.45% | |
| 43 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.60% | — | -2.11% | |
| 44 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.60% | +0.35% | -15.04% | |
| 45 | FITB | Fifth Third Bancorp | 株式-金融 | 0.59% | — | +3.15% | |
| 46 | TMUS | T-mobile US INC | 株式-通信サービス | 0.59% | — | +6.38% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | -0.63% | -2.75% | |
| 48 | AWK | American Water Works Co INC | 株式-公益事業 | 0.58% | — | +2.01% | |
| 49 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.58% | — | -15.38% | |
| 50 | CMI | Cummins INC | 株式-資本財 | 0.56% | — | +0.02% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | HYLB | Xtrackers Usd High Yield Cor | +1.1% | +286.98% | 増加 |
| 2 | AAPL | Apple INC | +0.8% | +6.83% | 増加 |
| 3 | BND | Vanguard Total Bond Market | +0.6% | +41.35% | 増加 |
| 4 | BMY | Bristol-myers Squibb Co | +0.5% | +924.57% | 増加 |
| 5 | VCIT | Vanguard Int-term Corporate | +0.5% | +137.87% | 増加 |
| 6 | PNC | Pnc Financial Services Group | +0.5% | +183.93% | 増加 |
| 7 | VLO | Valero Energy CORP | +0.4% | +737.93% | 増加 |
| 8 | NKE | Nike INC -cl B | +0.4% | +83.41% | 増加 |
| 9 | C | Citigroup INC | +0.3% | +51.44% | 増加 |
| 10 | PH | Parker Hannifin CORP | +0.3% | +313.52% | 増加 |
| 11 | SYY | Sysco CORP | +0.3% | +214.65% | 増加 |
| 12 | QCOM | Qualcomm INC | +0.3% | +48.23% | 増加 |
| 13 | CTXSEUR | Citrix Systems INC | +0.3% | +411.74% | 増加 |
| 14 | LMT | Lockheed Martin CORP | +0.3% | +1041.65% | 増加 |
| 15 | IWF | Ishares Russell 1000 Growth | +0.2% | +35.86% | 増加 |
| 16 | HUM | Humana INC | +0.2% | +89.32% | 増加 |
| 17 | UNH | Unitedhealth Group INC | +0.2% | +287.72% | 増加 |
| 18 | MGM | Mgm Resorts International | +0.2% | +40786.13% | 増加 |
| 19 | RF | Regions Financial CORP | +0.2% | +413.39% | 増加 |
| 20 | MDU | Mdu Resources Group INC | +0.2% | +9231.96% | 増加 |
| 21 | REGN | Regeneron Pharmaceuticals | +0.2% | +1377.84% | 増加 |
| 22 | MSFT | Microsoft CORP | +0.2% | +3.01% | 増加 |
| 23 | GWW | Ww Grainger INC | +0.2% | +6128.22% | 増加 |
| 24 | IBM | Intl Business Machines CORP | +0.2% | +93.46% | 増加 |
| 25 | INTC | Intel CORP | +0.2% | +17.90% | 増加 |
| 26 | TSN | Tyson Foods Inc-cl A | +0.2% | +90.96% | 増加 |
| 27 | PCAR | Paccar INC | +0.2% | +68.31% | 増加 |
| 28 | IWD | Ishares Russell 1000 Value E | +0.2% | +30.65% | 増加 |
| 29 | ABBV | Abbvie INC | +0.2% | +37.60% | 増加 |
| 30 | TGT | Target CORP | +0.2% | +17.01% | 増加 |
| 31 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +17.08% | 増加 |
| 32 | AMZN | Amazon.com INC | +0.1% | +7.49% | 増加 |
| 33 | MTB | M & T Bank CORP | -0.2% | -86.55% | 減少 |
| 34 | LUV | Southwest Airlines Co | -0.3% | -87.47% | 減少 |
| 35 | MDLZ | Mondelez International Inc-a | -0.4% | -80.12% | 減少 |
| 36 | GM | General Motors Co | -0.4% | -71.82% | 減少 |
| 37 | DHR | Danaher CORP | -0.4% | -85.39% | 減少 |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.4% | -91.88% | 減少 |
| 39 | ROST | Ross Stores INC | -0.4% | -70.89% | 減少 |
| 40 | HD | Home Depot INC | -0.5% | -65.98% | 減少 |
| 41 | NSC | Norfolk Southern CORP | -0.5% | -87.49% | 減少 |
| 42 | YUM | Yum! Brands INC | -0.5% | -90.44% | 減少 |
| 43 | XOM | Exxon Mobil CORP | -0.5% | -82.14% | 減少 |
| 44 | CSCO | Cisco Systems INC | -0.6% | -49.91% | 減少 |
| 45 | BAX | Baxter International INC | -0.6% | -93.07% | 減少 |
| 46 | AGG | Ishares Core U.s. Aggregate | -0.6% | -12.06% | 減少 |
| 47 | UNP | Union Pacific CORP | -0.7% | -88.99% | 減少 |
| 48 | MCD | Mcdonald's CORP | -0.7% | -89.44% | 減少 |
| 49 | JNK | Ss Spdr Bb High Yield Bond | -0.8% | -68.13% | 減少 |
| 50 | CELG | Celgene CORP | — | EXIT | 全売却 |