CIK: 0000829407
申告総資産額
$21.5億
上位200銘柄を表示中（全240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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.54% | -0.18% | -12.68% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.66% | — | +9.32% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.09% | -0.64% | +6.54% | |
| 4 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.89% | +0.14% | +170.57% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.92% | +0.11% | +82.80% | |
| 6 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.45% | — | +22.91% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.44% | — | +160.18% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.43% | -0.30% | -1.33% | |
| 9 | EFX | Equifax INC | 株式-資本財 | 1.42% | — | -3.58% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.42% | +0.19% | -1.64% | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.35% | — | +0.31% | |
| 12 | ✓ | 株式-その他 | 1.34% | — | +0.91% | ||
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.33% | — | -0.29% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.26% | -0.25% | +10.07% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.17% | -0.68% | +6.88% | |
| 16 | XLF | Ss Financial Select Sector | ETF-その他 | 1.11% | — | +79.43% | |
| 17 | AIG | American International Group | 株式-金融 | 1.10% | — | -0.26% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.10% | +0.14% | +0.75% | |
| 19 | HDSUSD | Hd Supply Holdings INC | 株式-その他 | 1.08% | — | -1.60% | |
| 20 | AKAM | Akamai Technologies INC | 株式-IT | 1.07% | — | +131.91% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.06% | — | — | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.02% | — | -2.55% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.99% | — | +3.52% | |
| 24 | BA | Boeing Co/the | 株式-資本財 | 0.99% | -0.19% | +98.66% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.99% | — | +0.13% | |
| 26 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.95% | — | -6.33% | |
| 27 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.95% | — | -5.56% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.93% | +0.12% | -3.43% | |
| 29 | MRVL | Marvell Technology, Inc. | 株式-IT | 0.90% | — | -6.80% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.86% | — | -0.23% | |
| 31 | MET | Metlife INC | 株式-金融 | 0.83% | — | +139.57% | |
| 32 | ALK | Alaska Air Group INC | 株式-資本財 | 0.83% | — | +1.12% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | — | +0.13% | |
| 34 | FISV | Fiserv INC | 株式-その他 | 0.80% | — | — | |
| 35 | URI | United Rentals INC | 株式-資本財 | 0.80% | -0.29% | -37.76% | |
| 36 | VMC | Vulcan Materials Co | 株式-素材 | 0.78% | — | -14.21% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.78% | — | +28.51% | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.74% | — | -1.84% | |
| 39 | BAC | Bank Of America CORP | 株式-金融 | 0.74% | — | -24.87% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.73% | — | +1.22% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.73% | +0.17% | -1.33% | |
| 42 | UNP | Union Pacific CORP | 株式-資本財 | 0.71% | — | +102.07% | |
| 43 | BWA | Borgwarner INC | 株式-一般消費財 | 0.71% | — | +106.13% | |
| 44 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.70% | — | -3.60% | |
| 45 | MKL | Markel Group INC | 株式-金融 | 0.69% | — | -1.00% | |
| 46 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.67% | — | -1.20% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.65% | — | +49.09% | |
| 48 | LKQ | Lkq CORP | 株式-一般消費財 | 0.63% | — | -1.11% | |
| 49 | ADBE | Adobe INC | 株式-IT | 0.63% | -0.18% | -0.75% | |
| 50 | WFC | Wells Fargo & Co | 株式-金融 | 0.62% | — | -28.09% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | +2.3% | +170.57% | 増加 |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.9% | +82.80% | 増加 |
| 3 | IWM | Ishares Russell 2000 ETF | +0.9% | +160.18% | 増加 |
| 4 | AKAM | Akamai Technologies INC | +0.7% | +131.91% | 増加 |
| 5 | XLF | Ss Financial Select Sector | +0.6% | +79.43% | 増加 |
| 6 | BA | Boeing Co/the | +0.5% | +98.66% | 増加 |
| 7 | MET | Metlife INC | +0.5% | +139.57% | 増加 |
| 8 | MDY | State Street Spdr S&p Midcap | +0.5% | +9.32% | 増加 |
| 9 | BWA | Borgwarner INC | +0.4% | +106.13% | 増加 |
| 10 | UNP | Union Pacific CORP | +0.4% | +102.07% | 増加 |
| 11 | QRVO | Qorvo INC | +0.3% | +132.11% | 増加 |
| 12 | ✓ | +0.2% | +0.91% | 増加 | |
| 13 | HDSUSD | Hd Supply Holdings INC | +0.2% | -1.60% | 減少 |
| 14 | ALK | Alaska Air Group INC | +0.2% | +1.12% | 増加 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +0.13% | 増加 |
| 16 | VNQ | Vanguard Real Estate ETF | +0.2% | +49.09% | 増加 |
| 17 | INTC | Intel CORP | +0.2% | +120.65% | 増加 |
| 18 | C | Citigroup INC | +0.1% | +13.78% | 増加 |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.54% | 増加 |
| 20 | MRK | Merck & Co. INC. | +0.1% | +22.91% | 増加 |
| 21 | PEP | Pepsico INC | +0.1% | +28.51% | 増加 |
| 22 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +6.19% | 増加 |
| 23 | BP | Bp Plc-spons Adr | +0.1% | +31.53% | 増加 |
| 24 | MSFT | Microsoft CORP | +0.1% | +6.88% | 増加 |
| 25 | AAPL | Apple INC | +0.1% | +10.07% | 増加 |
| 26 | MAR | Marriott International -cl A | +0.1% | -3.60% | 減少 |
| 27 | EW | Edwards Lifesciences CORP | -0.1% | — | 変化なし |
| 28 | ORCL | Oracle CORP | -0.2% | -19.02% | 減少 |
| 29 | LKQ | Lkq CORP | -0.2% | -1.11% | 減少 |
| 30 | TGT | Target CORP | -0.2% | -63.34% | 減少 |
| 31 | FE | Firstenergy CORP | -0.2% | -84.53% | 減少 |
| 32 | AXP | American Express Company | -0.2% | -64.62% | 減少 |
| 33 | URI | United Rentals INC | -0.2% | -37.76% | 減少 |
| 34 | ADI | Analog Devices INC | -0.3% | -84.17% | 減少 |
| 35 | IR | Ingersoll-rand PLC | -0.3% | -78.89% | 減少 |
| 36 | NXPI | NXP Semiconductors N.V. | -0.3% | -31.54% | 減少 |
| 37 | ✓ | State Street SPDR Portfolio Nasdaq 100 ETF | -0.3% | -60.55% | 減少 |
| 38 | VWO | Vanguard Ftse Emerging Marke | -0.3% | -39.18% | 減少 |
| 39 | EFX | Equifax INC | -0.4% | -3.58% | 減少 |
| 40 | XLE | Ss Energy Select Sector | -0.5% | -80.80% | 減少 |
| 41 | COR | Cencora INC | -0.5% | -52.21% | 減少 |
| 42 | ✓ | -0.6% | -87.02% | 減少 | |
| 43 | ✓ | Cabelas INC Cl-a Com | -0.7% | -93.01% | 減少 |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.3% | -12.68% | 減少 |
| 45 | BBBYEUR | 20230930-dk-butterfly-1 INC | — | EXIT | 全売却 |
| 46 | XESUSD | Spdr Oil & Gas Equip & Serv | — | NEW | 新規購入 |
| 47 | DAL | Delta Air Lines INC | — | NEW | 新規購入 |
| 48 | DISH | Dish Network Corp-a | — | NEW | 新規購入 |
| 49 | WYNEUR | Wyndham Destinations INC | — | EXIT | 全売却 |
| 50 | ✓ | — | EXIT | 全売却 |