CIK: 0000829407
申告総資産額
$21.5億
上位200銘柄を表示中（全244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 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.83% | — | +0.97% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.82% | -0.18% | +1.31% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.25% | -0.64% | +10.18% | |
| 4 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.98% | — | +20.88% | |
| 5 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.88% | +0.14% | -3.74% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.85% | +0.19% | +11.31% | |
| 7 | AIG | American International Group | 株式-金融 | 1.64% | — | -1.18% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 1.51% | — | +3.59% | |
| 9 | BA | Boeing Co/the | 株式-資本財 | 1.40% | -0.19% | +19.48% | |
| 10 | EFX | Equifax INC | 株式-資本財 | 1.38% | — | +0.70% | |
| 11 | AXP | American Express Company | 株式-金融 | 1.34% | — | -3.53% | |
| 12 | ✓ | Realogy Hldgs CORP Com | 株式-その他 | 1.29% | — | +4.62% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.27% | — | -2.51% | |
| 14 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.25% | — | — | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.25% | — | +3.07% | |
| 16 | SWKS | Skyworks Solutions INC | 株式-IT | 1.24% | — | -21.12% | |
| 17 | VMC | Vulcan Materials Co | 株式-素材 | 1.20% | — | -17.96% | |
| 18 | EBAY | Ebay INC | 株式-一般消費財 | 1.18% | -0.16% | +143.69% | |
| 19 | ADBE | Adobe INC | 株式-IT | 1.14% | -0.18% | +46.09% | |
| 20 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 1.09% | — | +23.01% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 1.09% | — | +0.24% | |
| 22 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.05% | — | +1.75% | |
| 23 | ✓ | Spectrum Brands Holdings, Inc. | 株式-その他 | 1.01% | — | -1.69% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.99% | -0.25% | +0.25% | |
| 25 | KMX | Carmax INC | 株式-一般消費財 | 0.98% | — | -19.92% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.97% | — | +2.15% | |
| 27 | HDSUSD | Hd Supply Holdings INC | 株式-その他 | 0.97% | — | — | |
| 28 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.96% | — | +2.95% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.94% | +0.14% | +13.39% | |
| 30 | ✓ | 株式-その他 | 0.93% | — | -0.95% | ||
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.93% | -0.68% | +26.47% | |
| 32 | WFC | Wells Fargo & Co | 株式-金融 | 0.90% | — | +26.81% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.88% | — | +2.23% | |
| 34 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.87% | — | -27.22% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.86% | — | -4.96% | |
| 36 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.80% | — | +112.79% | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.79% | — | -0.27% | |
| 38 | WY | Weyerhaeuser Co | 株式-不動産 | 0.79% | — | -1.03% | |
| 39 | ✓ | Google INC Class C | 株式-その他 | 0.75% | — | +11.72% | |
| 40 | C | Citigroup INC | 株式-金融 | 0.73% | — | -2.54% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.71% | — | +2.51% | |
| 42 | FISV | Fiserv INC | 株式-その他 | 0.70% | — | — | |
| 43 | ✓ | AbbVie Inc. | 株式-その他 | 0.70% | — | +0.91% | |
| 44 | LYV | Live Nation Entertainment In | 株式-通信サービス | 0.70% | — | -0.23% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | +0.12% | +0.93% | |
| 46 | MKL | Markel Group INC | 株式-金融 | 0.69% | — | +1.50% | |
| 47 | ✓ | Advisory Brd Co | 株式-その他 | 0.69% | — | -4.23% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | — | +11.93% | |
| 49 | ENOV | Enovis Corporation | 株式-その他 | 0.68% | — | +1142.41% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.68% | — | +10.57% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EBAY | Ebay INC | +0.6% | +143.69% | 増加 |
| 2 | ENOV | Enovis Corporation | +0.6% | +1142.41% | 増加 |
| 3 | T86 | Tri Pointe Homes INC | +0.5% | +258.17% | 増加 |
| 4 | NXPI | NXP Semiconductors N.V. | +0.4% | +346.08% | 増加 |
| 5 | HTZ | Hertz Global Holdings, Inc. | +0.4% | +194.23% | 増加 |
| 6 | ✓ | +0.4% | +533.60% | 増加 | |
| 7 | ✓ | +0.4% | +1443.05% | 増加 | |
| 8 | RDS-A | Shell Plc-spon Adr-a | +0.3% | +112.79% | 増加 |
| 9 | ADBE | Adobe INC | +0.3% | +46.09% | 増加 |
| 10 | DIS | Walt Disney Co/the | +0.2% | +59.86% | 増加 |
| 11 | EOG | Eog Resources INC | +0.2% | +118.56% | 増加 |
| 12 | SCHD | Schwab U.S. Dividend Equity ETF | +0.2% | +23.01% | 増加 |
| 13 | WFC | Wells Fargo & Co | +0.2% | +26.81% | 増加 |
| 14 | SFM | Sprouts Farmers Market INC | +0.2% | +50.86% | 増加 |
| 15 | AEP | American Electric Power Company, Inc. | +0.2% | +20.88% | 増加 |
| 16 | ✓ | Realogy Hldgs CORP Com | +0.2% | +4.62% | 増加 |
| 17 | BA | Boeing Co/the | +0.1% | +19.48% | 増加 |
| 18 | MSFT | Microsoft CORP | +0.1% | +26.47% | 増加 |
| 19 | HD | Home Depot INC | +0.1% | +3.59% | 増加 |
| 20 | CVS | Cvs Health CORP | +0.1% | +2.95% | 増加 |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +10.18% | 増加 |
| 22 | AXP | American Express Company | +0.1% | -3.53% | 減少 |
| 23 | MDY | State Street Spdr S&p Midcap | -0.1% | +0.97% | 増加 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +1.31% | 増加 |
| 25 | MDC1USD | Mdc Holdings INC | -0.2% | -66.03% | 減少 |
| 26 | EMR | Emerson Electric Co | -0.2% | -65.85% | 減少 |
| 27 | IBM | Intl Business Machines CORP | -0.3% | +0.24% | 増加 |
| 28 | VEA | Vanguard Ftse Developed ETF | -0.3% | -43.65% | 減少 |
| 29 | INGR | Ingredion INC | -0.4% | -43.21% | 減少 |
| 30 | DY | Dycom Industries INC | -0.5% | -90.11% | 減少 |
| 31 | CR1USD | Crane Co | -0.5% | -89.24% | 減少 |
| 32 | VGK | Vanguard Ftse Europe ETF | -1.7% | -81.51% | 減少 |
| 33 | WBA | Walgreens Boots Alliance INC | — | NEW | 新規購入 |
| 34 | HDSUSD | Hd Supply Holdings INC | — | NEW | 新規購入 |
| 35 | ✓ | — | EXIT | 全売却 | |
| 36 | TRCO | Tribune Media Co - A | — | EXIT | 全売却 |
| 37 | ✓ | Esterline Technologies CORP | — | EXIT | 全売却 |
| 38 | MA | Mastercard INC - A | — | NEW | 新規購入 |
| 39 | WPP | Wpp Plc-sponsored Adr | — | NEW | 新規購入 |
| 40 | HLT | Hilton Worldwide Holdings Inc. | — | NEW | 新規購入 |
| 41 | OXY | Occidental Petroleum CORP | — | EXIT | 全売却 |
| 42 | MORN | Morningstar INC | — | NEW | 新規購入 |
| 43 | AWI | Armstrong World Industries | — | NEW | 新規購入 |
| 44 | EMN | Eastman Chemical Co | — | NEW | 新規購入 |
| 45 | CITUSD | Cit Group INC | — | EXIT | 全売却 |
| 46 | ✓ | Kate Spade & Company | — | NEW | 新規購入 |
| 47 | CTRA | Coterra Energy INC | — | EXIT | 全売却 |
| 48 | RHI | Robert Half INC | — | EXIT | 全売却 |
| 49 | BWA | Borgwarner INC | — | NEW | 新規購入 |
| 50 | ✓ | — | NEW | 新規購入 |