CIK: 0000757657
申告総資産額
$79.9億
上位200銘柄を表示中（全845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 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 5.01% | -0.23% | +3.79% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.83% | -0.07% | +3.12% | |
| 3 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.38% | — | -0.17% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.59% | -0.10% | -13.62% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.57% | -0.10% | +0.50% | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 1.97% | — | +6.78% | |
| 7 | T | At&t INC | 株式-通信サービス | 1.50% | — | +5.34% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.21% | -0.24% | +11.82% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.19% | -0.31% | +6.72% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.19% | — | +5.24% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 1.08% | — | +14.46% | |
| 12 | MO | Altria Group INC | 株式-生活必需品 | 0.96% | — | +1.77% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.90% | — | +28.45% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.88% | +0.13% | +4.01% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.86% | -0.41% | +17.17% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.85% | — | +6.92% | |
| 17 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.75% | — | +6.41% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.75% | — | -8.73% | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.73% | — | +4.36% | |
| 20 | PM | Philip Morris International | 株式-生活必需品 | 0.73% | — | +6.49% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 0.72% | — | +5.12% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | +0.40% | +10.88% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | — | -2.39% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.70% | -0.17% | +9.45% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | +0.20% | +10.79% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.66% | — | -1.21% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.66% | — | -10.61% | |
| 28 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.65% | — | +0.66% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.64% | — | +15.11% | |
| 30 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.62% | — | -25.45% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | -0.11% | +18.10% | |
| 32 | CCI | Crown Castle INC | 株式-不動産 | 0.59% | — | +20.16% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.57% | +0.10% | +9.26% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.50% | — | -4.68% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.50% | — | +7.46% | |
| 36 | ET | Energy Transfer LP | 株式-エネルギー | 0.49% | — | -1.87% | |
| 37 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.49% | — | +8.17% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.49% | — | +15.23% | |
| 39 | BCE | Bce INC | 株式-通信サービス | 0.47% | — | +4.20% | |
| 40 | DUK | Duke Energy CORP | 株式-公益事業 | 0.47% | +0.12% | +0.64% | |
| 41 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.46% | — | +2.92% | |
| 42 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.45% | — | +1.95% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.44% | — | -1.53% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.44% | — | +10.70% | |
| 45 | INTC | Intel CORP | 株式-IT | 0.43% | — | +10.69% | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.42% | — | +9.75% | |
| 47 | SO | Southern Co/the | 株式-公益事業 | 0.41% | — | +9.87% | |
| 48 | HOMB | Home Bancshares INC | 株式-金融 | 0.39% | — | +0.23% | |
| 49 | WM | Waste Management INC | 株式-資本財 | 0.39% | — | +9.10% | |
| 50 | WELL | Welltower INC | 株式-不動産 | 0.39% | — | +7.07% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.2% | +11.82% | 増加 |
| 2 | ABBV | Abbvie INC | +0.2% | +28.45% | 増加 |
| 3 | AMZN | Amazon.com INC | +0.2% | +55.53% | 増加 |
| 4 | UNH | Unitedhealth Group INC | +0.2% | +103.30% | 増加 |
| 5 | CMCSA | Comcast Corp-class A | +0.1% | +315.17% | 増加 |
| 6 | HN9 | Hanesbrands INC | +0.1% | +218.91% | 増加 |
| 7 | MET | Metlife INC | +0.1% | +152.70% | 増加 |
| 8 | PM | Philip Morris International | +0.1% | +6.49% | 増加 |
| 9 | ✓ | Guggenheim | +0.1% | +353.84% | 増加 |
| 10 | UPS | United Parcel Service-cl B | +0.1% | +131.66% | 増加 |
| 11 | CCI | Crown Castle INC | +0.1% | +20.16% | 増加 |
| 12 | BXUSD | Blackstone Group Lp/the | +0.1% | +50.02% | 増加 |
| 13 | ORCL | Oracle CORP | +0.1% | +61.01% | 増加 |
| 14 | OXY | Occidental Petroleum CORP | +0.1% | +106.39% | 増加 |
| 15 | MSFT | Microsoft CORP | +0.1% | +17.17% | 増加 |
| 16 | D | Dominion Energy INC | +0.1% | +40.10% | 増加 |
| 17 | BIIB | Biogen INC | +0.1% | +110.58% | 増加 |
| 18 | TTEN | Totalenergies Se -spon Adr | +0.1% | +117.01% | 増加 |
| 19 | ABCB | Ameris Bancorp | +0.1% | +966.26% | 増加 |
| 20 | APC3EUR | Anadarko Petroleum CORP | +0.1% | +636.33% | 増加 |
| 21 | STX | Seagate Technology Holdings plc | +0.1% | +791.56% | 増加 |
| 22 | HD | Home Depot INC | +0.1% | +47.78% | 増加 |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +18.10% | 増加 |
| 24 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +15.23% | 増加 |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +10.86% | 増加 |
| 26 | CSCO | Cisco Systems INC | +0.1% | +10.70% | 増加 |
| 27 | V | Visa Inc-class A Shares | +0.1% | +16.46% | 増加 |
| 28 | KO | Coca-cola Co/the | 0% | +15.11% | 増加 |
| 29 | MRK | Merck & Co. INC. | 0% | +6.92% | 増加 |
| 30 | WMT | Walmart INC | 0% | +10.88% | 増加 |
| 31 | VTI | Vanguard Total Stock Mkt ETF | 0% | +9.45% | 増加 |
| 32 | PEP | Pepsico INC | 0% | +9.26% | 増加 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +6.72% | 増加 |
| 34 | BAC | Bank Of America CORP | — | +5.12% | 増加 |
| 35 | IWR | Ishares Russell Mid-cap ETF | 0% | +5.24% | 増加 |
| 36 | IWF | Ishares Russell 1000 Growth | -0.1% | +0.50% | 増加 |
| 37 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.1% | +6.78% | 増加 |
| 38 | COF | Capital One Financial CORP | -0.1% | -59.22% | 減少 |
| 39 | UL | Unilever PLC | -0.1% | -71.81% | 減少 |
| 40 | XOPUSD | Spdr S&p Oil & Gas Exp & Pr | -0.1% | -58.89% | 減少 |
| 41 | IWD | Ishares Russell 1000 Value E | -0.2% | +3.12% | 増加 |
| 42 | IWS | Ishares Russell Mid-cap Valu | -0.2% | +3.79% | 増加 |
| 43 | IWO | Ishares Russell 2000 Growth | -0.3% | -25.45% | 減少 |
| 44 | IWP | Ishares Russell Mid-cap Grow | -0.6% | -13.62% | 減少 |
| 45 | ENB | Enbridge INC | — | NEW | 新規購入 |
| 46 | ✓ | — | EXIT | 全売却 | |
| 47 | ✓ | — | EXIT | 全売却 | |
| 48 | FLOT | Ishares Floating Rate Bond E | — | NEW | 新規購入 |
| 49 | TEL | TE Connectivity plc | — | NEW | 新規購入 |
| 50 | ZBH | Zimmer Biomet Holdings INC | — | NEW | 新規購入 |