CIK: 0001013272
申告総資産額
$6925.8万
上位200銘柄を表示中（全267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 | 16.12% | — | -0.05% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 4.00% | — | -4.88% | |
| 3 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 3.41% | — | -2.14% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.38% | — | -16.80% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.84% | — | +0.90% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 2.46% | — | -1.26% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.37% | — | -0.13% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.14% | — | -0.06% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.83% | — | -3.55% | |
| 10 | AMAT | Applied Materials INC | 株式-IT | 1.72% | — | +0.54% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.70% | — | +4.13% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.67% | — | — | |
| 13 | CTAS | Cintas CORP | 株式-資本財 | 1.62% | — | -1.36% | |
| 14 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.53% | — | -1.91% | |
| 15 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.46% | — | -1.61% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.44% | — | -4.01% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.40% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.39% | — | +26.22% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 1.25% | — | — | |
| 20 | CAT | Caterpillar INC | 株式-資本財 | 1.20% | — | — | |
| 21 | ITW | Illinois Tool Works | 株式-資本財 | 1.14% | — | +2.66% | |
| 22 | SYY | Sysco CORP | 株式-生活必需品 | 1.07% | — | — | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.02% | — | +1.23% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.01% | — | -4.53% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.00% | — | -2.94% | |
| 26 | ADI | Analog Devices INC | 株式-IT | 0.98% | — | -10.02% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 0.92% | — | +196.35% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.91% | — | -0.26% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.89% | — | -8.52% | |
| 30 | MMM | 3m Co | 株式-資本財 | 0.81% | — | +2.67% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.79% | — | +1.36% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.76% | — | -3.81% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.76% | — | — | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.74% | — | — | |
| 35 | INTC | Intel CORP | 株式-IT | 0.73% | — | — | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | — | — | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.71% | — | -5.78% | |
| 38 | VFMO | Vanguard US Momentum Factor | ETF-その他 | 0.71% | — | -7.34% | |
| 39 | VFH | Vanguard Financials ETF | ETF-その他 | 0.70% | — | — | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.67% | — | — | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.65% | — | -6.70% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.65% | — | — | |
| 43 | DE | Deere & Co | 株式-資本財 | 0.64% | — | -3.44% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.64% | — | -4.20% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.63% | — | -0.07% | |
| 46 | AVY | Avery Dennison CORP | 株式-一般消費財 | 0.62% | — | — | |
| 47 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.61% | — | -11.21% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.55% | — | -72.55% | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.54% | — | -6.80% | |
| 50 | RVTY | Revvity INC | 株式-ヘルスケア | 0.53% | — | — |