CIK: 0000829407
申告総資産額
$21.5億
上位200銘柄を表示中（全291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 | 6.66% | -0.18% | -23.05% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.54% | -0.64% | -8.95% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.48% | — | -1.87% | |
| 4 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.30% | +0.14% | -1.61% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.55% | +0.19% | -16.67% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.01% | -0.68% | +21.01% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 1.83% | — | +1.91% | |
| 8 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.71% | — | -0.55% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.59% | -0.30% | -4.66% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.49% | — | +11.07% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.47% | -0.25% | -5.09% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.47% | — | +47.79% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.40% | — | -3.94% | |
| 14 | MNRUSD | Monmouth Real Estate Inv Cor | 株式-その他 | 1.37% | — | -1.36% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.32% | -0.12% | +11.31% | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 1.30% | — | -12.48% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.24% | +0.12% | +76.38% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | -0.20% | +24.30% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.14% | -0.15% | -1.90% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.14% | +0.17% | -31.69% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.09% | — | +2.60% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.07% | +0.21% | -7.57% | |
| 23 | FISV | Fiserv INC | 株式-その他 | 1.04% | — | +3.13% | |
| 24 | BA | Boeing Co/the | 株式-資本財 | 1.04% | -0.19% | +4.47% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.99% | — | -0.36% | |
| 26 | ADBE | Adobe INC | 株式-IT | 0.99% | -0.18% | -2.19% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | — | -3.39% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.93% | — | +3223.44% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.92% | -0.10% | +4.78% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | +0.14% | +8.38% | |
| 31 | UMH | Umh Properties INC | 株式-その他 | 0.90% | — | -12.71% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.89% | — | +1.32% | |
| 33 | ICE | Intercontinental Exchange In | 株式-金融 | 0.87% | — | — | |
| 34 | EFX | Equifax INC | 株式-資本財 | 0.81% | — | -0.43% | |
| 35 | ✓ | 株式-その他 | 0.79% | — | -1.23% | ||
| 36 | MKL | Markel Group INC | 株式-金融 | 0.74% | — | +0.40% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.72% | — | -4.49% | |
| 38 | DHR | Danaher CORP | 株式-ヘルスケア | 0.72% | — | +2.56% | |
| 39 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.71% | — | -5.22% | |
| 40 | ✓ | AbbVie Inc. | 株式-その他 | 0.70% | — | +0.72% | |
| 41 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.64% | — | +12.96% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | — | -10.83% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.60% | — | +127.57% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | -4.89% | |
| 45 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.58% | — | -3.65% | |
| 46 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.57% | — | +0.77% | |
| 47 | DISCAUSD | Discovery INC - A | 株式-その他 | 0.54% | — | -14.22% | |
| 48 | AXP | American Express Co | 株式-金融 | 0.54% | — | +157.20% | |
| 49 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.52% | — | -3.26% | |
| 50 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.51% | — | -0.37% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VZ | Verizon Communications INC | +0.9% | +3223.44% | 増加 |
| 2 | CVX | Chevron CORP | +0.6% | +76.38% | 増加 |
| 3 | IWB | Ishares Russell 1000 ETF | +0.5% | +47.79% | 増加 |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | +0.4% | +127.57% | 増加 |
| 5 | AXP | American Express Co | +0.4% | +157.20% | 増加 |
| 6 | HD | Home Depot INC | +0.1% | +1.91% | 増加 |
| 7 | GOOG | Alphabet Inc-cl C | 0% | -4.66% | 減少 |
| 8 | JPM | Jpmorgan Chase & Co | 0% | -3.39% | 減少 |
| 9 | ADBE | Adobe INC | 0% | -2.19% | 減少 |
| 10 | MDY | State Street Spdr S&p Midcap | 0% | -1.87% | 減少 |
| 11 | RSP | Invesco S&p 500 Equal Weight | 0% | -7.57% | 減少 |
| 12 | MAR | Marriott International -cl A | 0% | -5.22% | 減少 |
| 13 | CSCO | Cisco Systems INC | -0.1% | -12.48% | 減少 |
| 14 | ✓ | -0.1% | -1.23% | 減少 | |
| 15 | ✓ | IQVIA Holdings Inc. | -0.1% | -31.15% | 減少 |
| 16 | VMC | Vulcan Materials Co | -0.1% | -31.35% | 減少 |
| 17 | IJR | Ishares Core S&p Small-cap E | -0.1% | -26.70% | 減少 |
| 18 | UNP | Union Pacific CORP | -0.1% | -31.76% | 減少 |
| 19 | JNJ | Johnson & Johnson | -0.1% | -16.67% | 減少 |
| 20 | EFX | Equifax INC | -0.1% | -0.43% | 減少 |
| 21 | DISCAUSD | Discovery INC - A | -0.1% | -14.22% | 減少 |
| 22 | FTV | Fortive CORP | -0.1% | -20.13% | 減少 |
| 23 | XLF | Ss Financial Select Sector | -0.1% | -26.25% | 減少 |
| 24 | EOG | Eog Resources INC | -0.1% | -13.70% | 減少 |
| 25 | LKQ | Lkq CORP | -0.1% | -29.13% | 減少 |
| 26 | FDX | Fedex CORP | -0.1% | -65.48% | 減少 |
| 27 | TJX | Tjx Companies INC | -0.2% | +55.18% | 増加 |
| 28 | BANC | Banc Of California INC | -0.2% | -54.39% | 減少 |
| 29 | MNRUSD | Monmouth Real Estate Inv Cor | -0.2% | -1.36% | 減少 |
| 30 | XLI | Ss Industrial Select Sector | -0.2% | -63.55% | 減少 |
| 31 | ✓ | -0.2% | -61.36% | 減少 | |
| 32 | XLK | Ss Technology Select Sector | -0.2% | -42.24% | 減少 |
| 33 | URI | United Rentals INC | -0.2% | -47.29% | 減少 |
| 34 | UMH | Umh Properties INC | -0.2% | -12.71% | 減少 |
| 35 | VFC | Vf CORP | -0.2% | -37.13% | 減少 |
| 36 | IVV | Ishares Core S&p 500 ETF | -0.2% | -8.95% | 減少 |
| 37 | SIEGY | Siemens Ag-spons Adr | -0.2% | -72.23% | 減少 |
| 38 | WMT | Walmart INC | -0.2% | -31.69% | 減少 |
| 39 | IBB | Ishares Biotechnology ETF | -0.2% | -91.27% | 減少 |
| 40 | IVW | Ishares S&p 500 Growth ETF | -0.3% | -42.97% | 減少 |
| 41 | AAPL | Apple INC | -0.3% | -5.09% | 減少 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.5% | -23.05% | 減少 |
| 43 | ICE | Intercontinental Exchange In | — | NEW | 新規購入 |
| 44 | IWF | Ishares Russell 1000 Growth | — | NEW | 新規購入 |
| 45 | VMWEUR | Vmware Inc-class A | — | NEW | 新規購入 |
| 46 | RPM | Rpm International INC | — | EXIT | 全売却 |
| 47 | ALXN | Alexion Pharmaceuticals INC | — | EXIT | 全売却 |
| 48 | DOV | Dover CORP | — | EXIT | 全売却 |
| 49 | DCI | Donaldson Co INC | — | EXIT | 全売却 |
| 50 | VNEUSD | Veoneer INC | — | EXIT | 全売却 |