CIK: 0000826154
申告総資産額
$6.7億
| # | 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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.05% | — | +85.86% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.87% | — | -15.22% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.52% | -0.03% | -47.91% | |
| 4 | ADBE | Adobe INC | 株式-IT | 2.67% | — | -5.88% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 2.62% | — | -6.64% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.61% | +0.08% | -8.57% | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.27% | +0.07% | -10.08% | |
| 8 | ORRF | Orrstown Finl Services INC | 株式-その他 | 1.91% | — | +13.77% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.88% | — | -2.23% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.87% | — | -14.03% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 1.85% | — | -10.56% | |
| 12 | AXP | American Express Co | 株式-金融 | 1.83% | — | -5.00% | |
| 13 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.68% | — | -7.11% | |
| 14 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.63% | — | -11.73% | |
| 15 | AMAT | Applied Materials INC | 株式-IT | 1.62% | +0.29% | -9.97% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.62% | — | -8.39% | |
| 17 | UNP | Union Pacific CORP | 株式-資本財 | 1.60% | — | -17.43% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.58% | — | -4.67% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.57% | -0.01% | -2.77% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 1.55% | — | -2.92% | |
| 21 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 1.53% | — | -6.55% | |
| 22 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.51% | — | -4.35% | |
| 23 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.49% | — | -2.17% | |
| 24 | ALL | Allstate CORP | 株式-金融 | 1.49% | — | -1.89% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 1.49% | — | -2.71% | |
| 26 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.43% | — | -5.01% | |
| 27 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 1.38% | — | -11.31% | |
| 28 | CMI | Cummins INC | 株式-資本財 | 1.38% | — | -7.72% | |
| 29 | TGT | Target CORP | 株式-一般消費財 | 1.33% | — | -3.65% | |
| 30 | BRO | Brown & Brown INC | 株式-金融 | 1.33% | — | -3.43% | |
| 31 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.32% | — | -3.95% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.29% | — | +139.70% | |
| 33 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.29% | — | -2.70% | |
| 34 | SPGI | S&p Global INC | 株式-金融 | 1.26% | — | +0.76% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.21% | — | -12.81% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.16% | — | +109.81% | |
| 37 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.16% | — | -0.88% | |
| 38 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.15% | — | -0.45% | |
| 39 | TTC | Toro Co | 株式-資本財 | 1.13% | — | -14.33% | |
| 40 | WM | Waste Management INC | 株式-資本財 | 1.13% | — | -7.20% | |
| 41 | AKAM | Akamai Technologies INC | 株式-IT | 1.13% | — | +4.10% | |
| 42 | DOX | Amdocs Limited | 株式-IT | 1.12% | — | -6.55% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.09% | -0.10% | -18.69% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 1.09% | -0.09% | -7.61% | |
| 45 | QCOM | Qualcomm INC | 株式-IT | 1.09% | — | -15.27% | |
| 46 | FISV | Fiserv INC | 株式-その他 | 1.08% | — | -5.88% | |
| 47 | ADP | Automatic Data Processing | 株式-IT | 1.07% | — | -4.62% | |
| 48 | ECL | Ecolab INC | 株式-素材 | 1.07% | — | -9.00% | |
| 49 | MMM | 3m Co | 株式-資本財 | 1.06% | — | -8.04% | |
| 50 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.06% | — | -15.30% |