CIK: 0000085338
申告総資産額
$19.1億
上位200銘柄を表示中（全2955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 | AAPL | Apple INC | 株式-IT | 4.94% | -0.33% | -2.18% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 4.04% | -0.51% | -1.81% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.37% | -0.34% | -2.17% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.22% | -0.33% | -0.80% | |
| 5 | BX | Blackstone INC | 株式-金融 | 2.22% | -0.43% | -2.49% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.93% | -0.33% | +0.36% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.92% | -0.18% | +0.01% | |
| 8 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.58% | — | +0.67% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.56% | +0.13% | -0.07% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.55% | +0.08% | -1.66% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.31% | -0.17% | -2.02% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 1.28% | +0.10% | +0.40% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.25% | — | -1.12% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.19% | -0.19% | -1.10% | |
| 15 | PANW | Palo Alto Networks INC | 株式-IT | 1.06% | -0.12% | +82.03% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.03% | — | +1.09% | |
| 17 | AMGN | Amgen INC | 株式-ヘルスケア | 1.03% | +0.02% | +2.80% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.01% | +0.31% | +4.72% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.99% | +0.13% | -0.94% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.96% | — | -0.30% | |
| 21 | ORCL | Oracle CORP | 株式-IT | 0.94% | -0.21% | -1.51% | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.93% | -0.16% | -1.16% | |
| 23 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.91% | -0.12% | -0.62% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.89% | +0.06% | +15.69% | |
| 25 | ITW | Illinois Tool Works | 株式-資本財 | 0.88% | — | -1.28% | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 0.87% | +0.10% | +1.49% | |
| 27 | GD | General Dynamics CORP | 株式-資本財 | 0.84% | -0.16% | -4.01% | |
| 28 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 0.83% | +0.14% | +5.46% | |
| 29 | FYLD | Cambria Foreign Shareholder | ETF-その他 | 0.79% | +0.14% | -0.04% | |
| 30 | CGDG | Cap Group Dividend Growers | ETF-その他 | 0.75% | +0.07% | +33.77% | |
| 31 | SYK | Stryker CORP | 株式-ヘルスケア | 0.73% | — | -3.72% | |
| 32 | TFC | Truist Financial CORP | 株式-金融 | 0.71% | — | -0.49% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.70% | — | -2.57% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | +0.14% | |
| 35 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 0.69% | — | -2.35% | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.69% | — | +34.24% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.67% | — | +4.79% | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.67% | +0.23% | -0.69% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.64% | — | -1.84% | |
| 40 | QCOM | Qualcomm INC | 株式-IT | 0.64% | -0.14% | -0.71% | |
| 41 | AIG | American International Group | 株式-金融 | 0.63% | -0.11% | +1.03% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.61% | +0.13% | -0.83% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | — | -1.29% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.59% | — | -1.85% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.57% | — | -0.52% | |
| 46 | APO | Apollo Global Management INC | 株式-金融 | 0.56% | — | +209.36% | |
| 47 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-その他 | 0.53% | — | +1.02% | |
| 48 | SO | Southern Co/the | 株式-公益事業 | 0.53% | — | -0.26% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.53% | — | -1.97% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | — | -0.83% |