CIK: 0001013272
申告総資産額
$6925.8万
上位200銘柄を表示中（全264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 | NWFL | Norwood Financial CORP | 株式-その他 | 16.20% | — | -0.05% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 4.62% | — | +0.29% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.55% | — | -7.88% | |
| 4 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 3.53% | — | +0.13% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.88% | — | +0.48% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 2.38% | — | -2.12% | |
| 7 | AMAT | Applied Materials INC | 株式-IT | 2.12% | — | +0.92% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.02% | — | +0.13% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.93% | — | — | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.84% | — | -35.25% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.83% | — | -12.11% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.78% | — | +0.93% | |
| 13 | CTAS | Cintas CORP | 株式-資本財 | 1.59% | — | — | |
| 14 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.58% | — | +5.15% | |
| 15 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.53% | — | -0.53% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.37% | — | — | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.36% | — | -5.84% | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.30% | — | — | |
| 19 | CAT | Caterpillar INC | 株式-資本財 | 1.27% | — | +9.02% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.21% | — | +2.16% | |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.09% | — | -5.45% | |
| 22 | ITW | Illinois Tool Works | 株式-資本財 | 1.09% | — | — | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 1.06% | — | +5.64% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 1.06% | — | +2.20% | |
| 25 | ADI | Analog Devices INC | 株式-IT | 1.05% | — | -6.43% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.00% | — | -4.13% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.97% | — | -8.25% | |
| 28 | SYY | Sysco CORP | 株式-生活必需品 | 0.88% | — | -0.34% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.86% | — | +0.71% | |
| 30 | INTC | Intel CORP | 株式-IT | 0.83% | — | -0.65% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.81% | — | — | |
| 32 | DE | Deere & Co | 株式-資本財 | 0.79% | — | -1.87% | |
| 33 | VFMO | Vanguard US Momentum Factor | ETF-その他 | 0.78% | — | -0.38% | |
| 34 | MMM | 3m Co | 株式-資本財 | 0.77% | — | +17.88% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.77% | — | +6.25% | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.72% | — | -2.81% | |
| 37 | VFH | Vanguard Financials ETF | ETF-その他 | 0.72% | — | -8.55% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.71% | — | -2.79% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.70% | — | +22.42% | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.69% | — | -6.11% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | — | — | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.64% | — | +0.14% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.63% | — | — | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.62% | — | — | |
| 45 | AVY | Avery Dennison CORP | 株式-一般消費財 | 0.57% | — | +4.64% | |
| 46 | RVTY | Revvity INC | 株式-ヘルスケア | 0.55% | — | -1.13% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.54% | — | — | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.52% | — | -2.18% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.49% | — | — | |
| 50 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.48% | — | — |