CIK: 0001158274
申告総資産額
$4.3億
上位200銘柄を表示中（全389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 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.90% | — | +10.54% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.11% | — | -1.70% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.04% | — | -2.54% | |
| 4 | HD | Home Depot INC | 株式-一般消費財 | 3.01% | — | -6.43% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.98% | — | -9.33% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.53% | — | -2.97% | |
| 7 | MMM | 3m Co | 株式-資本財 | 2.15% | — | -3.16% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.88% | — | -6.15% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.74% | — | -3.55% | |
| 10 | INTC | Intel CORP | 株式-IT | 1.64% | — | -3.39% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.55% | — | +3.61% | |
| 12 | T | At&t INC | 株式-通信サービス | 1.53% | — | +26.86% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.51% | — | -0.58% | |
| 14 | ADP | Automatic Data Processing | 株式-IT | 1.45% | — | -3.76% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.44% | — | +23.70% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.44% | — | -3.05% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.39% | — | -2.34% | |
| 18 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.38% | — | -2.99% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.36% | — | -4.86% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.34% | — | +8.57% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.30% | — | +0.28% | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.30% | — | -9.00% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.30% | — | -2.60% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 1.25% | — | -1.40% | |
| 25 | UTXZ | United Tech CORP | 株式-その他 | 1.25% | — | -2.78% | |
| 26 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.19% | — | -3.56% | |
| 27 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.14% | — | +2.73% | |
| 28 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.11% | — | +5.54% | |
| 29 | MO | Altria Group INC | 株式-生活必需品 | 1.06% | — | -2.40% | |
| 30 | PPG | Ppg Industries INC | 株式-素材 | 1.05% | — | -5.93% | |
| 31 | UNP | Union Pacific CORP | 株式-資本財 | 1.04% | — | -4.71% | |
| 32 | CB | Chubb Limited | 株式-金融 | 1.02% | — | -2.77% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 1.00% | — | -5.71% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.98% | — | -1.82% | |
| 35 | BLKCHF | Blackrock INC | 株式-その他 | 0.95% | — | -2.23% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.95% | — | +1.49% | |
| 37 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.94% | — | +1.09% | |
| 38 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.93% | — | -9.31% | |
| 39 | APD | Air Products & Chemicals INC | 株式-素材 | 0.92% | — | -4.40% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.88% | — | +11.76% | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.86% | — | +4.51% | |
| 42 | CAT | Caterpillar INC | 株式-資本財 | 0.77% | — | +0.19% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.77% | — | -0.30% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.77% | — | +1.25% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.75% | — | +0.97% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | — | +2.26% | |
| 47 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.70% | — | -1.95% | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.69% | — | +0.52% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.68% | — | +4.09% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.66% | — | -0.26% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LMT | Lockheed Martin CORP | +0.5% | +14357.14% | 増加 |
| 2 | EFA | Ishares Msci Eafe ETF | +0.5% | +10.54% | 増加 |
| 3 | AMZN | Amazon.com INC | +0.4% | +3.61% | 増加 |
| 4 | EEM | Ishares Msci Emerging Market | +0.3% | +23.70% | 増加 |
| 5 | CRM | Salesforce INC | +0.3% | +3193.33% | 増加 |
| 6 | T | At&t INC | +0.3% | +26.86% | 増加 |
| 7 | BDX | Becton Dickinson And Co | +0.2% | +2046.28% | 増加 |
| 8 | INTC | Intel CORP | +0.2% | -3.39% | 減少 |
| 9 | MSFT | Microsoft CORP | +0.2% | -2.97% | 減少 |
| 10 | CSCO | Cisco Systems INC | +0.2% | -1.40% | 減少 |
| 11 | MA | Mastercard INC - A | +0.1% | +4.09% | 増加 |
| 12 | IBM | Intl Business Machines CORP | +0.1% | +11.76% | 増加 |
| 13 | BA | Boeing Co/the | +0.1% | +5.77% | 増加 |
| 14 | TMO | Thermo Fisher Scientific INC | +0.1% | -2.99% | 減少 |
| 15 | V | Visa Inc-class A Shares | +0.1% | +1.49% | 増加 |
| 16 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +90.00% | 増加 |
| 17 | CMCSA | Comcast Corp-class A | +0.1% | +63.32% | 増加 |
| 18 | AAPL | Apple INC | — | -2.54% | 減少 |
| 19 | JPM | Jpmorgan Chase & Co | 0% | -6.15% | 減少 |
| 20 | META | Meta Platforms Inc-class A | 0% | +2.26% | 増加 |
| 21 | BMY | Bristol-myers Squibb Co | 0% | -9.00% | 減少 |
| 22 | PFE | Pfizer INC | -0.1% | -5.71% | 減少 |
| 23 | APD | Air Products & Chemicals INC | -0.1% | -4.40% | 減少 |
| 24 | LOW | Lowe's Cos INC | -0.1% | -6.85% | 減少 |
| 25 | GIS | General Mills INC | -0.1% | -3.33% | 減少 |
| 26 | CL | Colgate-palmolive Co | -0.1% | -3.56% | 減少 |
| 27 | ADP | Automatic Data Processing | -0.1% | -3.76% | 減少 |
| 28 | CB | Chubb Limited | -0.1% | -2.77% | 減少 |
| 29 | DIS | Walt Disney Co/the | -0.1% | -2.60% | 減少 |
| 30 | UBSI | United Bankshares INC | -0.1% | -25.89% | 減少 |
| 31 | PNW | Pinnacle West Capital | -0.1% | -48.28% | 減少 |
| 32 | PPG | Ppg Industries INC | -0.1% | -5.93% | 減少 |
| 33 | WSBC | Wesbanco INC | -0.1% | -29.99% | 減少 |
| 34 | PEP | Pepsico INC | -0.1% | -2.34% | 減少 |
| 35 | CVS | Cvs Health CORP | -0.1% | -5.26% | 減少 |
| 36 | MO | Altria Group INC | -0.2% | -2.40% | 減少 |
| 37 | D | Dominion Energy INC | -0.2% | -6.53% | 減少 |
| 38 | MMM | 3m Co | -0.2% | -3.16% | 減少 |
| 39 | CVX | Chevron CORP | -0.2% | -4.86% | 減少 |
| 40 | JNJ | Johnson & Johnson | -0.2% | -3.55% | 減少 |
| 41 | DD | DuPont de Nemours, Inc. | -0.2% | -9.31% | 減少 |
| 42 | PG | Procter & Gamble Co/the | -0.2% | -3.05% | 減少 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -9.33% | 減少 |
| 44 | AEP | American Electric Power Company, Inc. | -0.3% | -28.09% | 減少 |
| 45 | HD | Home Depot INC | -0.3% | -6.43% | 減少 |
| 46 | XOM | Exxon Mobil CORP | -0.3% | -1.70% | 減少 |
| 47 | VTR | Ventas INC | — | EXIT | 全売却 |
| 48 | XNCMX | Nuveen Ca Amt-fr Muni INC | — | EXIT | 全売却 |
| 49 | ✓ | — | EXIT | 全売却 | |
| 50 | DEA | Easterly Government Properties, Inc. | — | EXIT | 全売却 |