CIK: 0000092230
申告総資産額
$741.8億
上位200銘柄を表示中（全822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 | BBTUSD | Bb&t CORP | 株式-その他 | 3.82% | — | +2.61% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.56% | +0.09% | +13.91% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.05% | -0.15% | +2.00% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.70% | -0.08% | +3.34% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.52% | -0.13% | +4.03% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.36% | +0.11% | +16.06% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | — | +178.88% | |
| 8 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.16% | — | +6.83% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.09% | +0.08% | +26.20% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.01% | — | +8.58% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.00% | — | +21.54% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.96% | — | -1.93% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.95% | — | +8.57% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.90% | — | +7.60% | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 0.90% | — | +2.59% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 0.89% | — | +3.04% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.89% | -0.63% | +5.16% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.89% | +0.09% | +2.16% | |
| 19 | QCOM | Qualcomm INC | 株式-IT | 0.86% | — | -2.52% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | +0.11% | +28.10% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.85% | +0.09% | +17.71% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 0.83% | -0.15% | +79.51% | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.78% | — | +2.34% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.77% | — | +20.05% | |
| 25 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.77% | — | -5.13% | |
| 26 | PM | Philip Morris International | 株式-生活必需品 | 0.76% | — | -2.86% | |
| 27 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.72% | — | -3.84% | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.69% | +0.13% | +12.87% | |
| 29 | FLO | Flowers Foods INC | 株式-生活必需品 | 0.69% | — | -0.19% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.68% | — | +19.59% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.66% | — | -5.87% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | +0.10% | +11.41% | |
| 33 | UL | Unilever PLC | 株式-生活必需品 | 0.66% | — | -1.39% | |
| 34 | MET | Metlife INC | 株式-金融 | 0.65% | — | +2.41% | |
| 35 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.64% | — | +2.99% | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.61% | — | +19.45% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.61% | — | +24.64% | |
| 38 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.61% | +0.08% | +1.94% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.60% | — | +20.78% | |
| 40 | CNC | Centene CORP | 株式-ヘルスケア | 0.60% | — | -14.03% | |
| 41 | GIS | General Mills INC | 株式-生活必需品 | 0.59% | — | +3.17% | |
| 42 | HN9 | Hanesbrands INC | 株式-その他 | 0.58% | — | -4.63% | |
| 43 | SLB | Slb LTD | 株式-エネルギー | 0.57% | — | +6.70% | |
| 44 | ✓ | 株式-その他 | 0.55% | — | -1.21% | ||
| 45 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.53% | — | +1.32% | |
| 46 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.52% | — | -1.08% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.50% | — | +3.27% | |
| 48 | ACN | Accenture plc | 株式-IT | 0.50% | — | -0.57% | |
| 49 | MXIM | Maxim Integrated Products | 株式-その他 | 0.49% | — | -3.67% | |
| 50 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.48% | — | -11.93% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +0.7% | +178.88% | 増加 |
| 2 | IBM | Intl Business Machines CORP | +0.4% | +79.51% | 増加 |
| 3 | USB | US Bancorp | +0.2% | +161.57% | 増加 |
| 4 | EFA | Ishares Msci Eafe ETF | +0.2% | +13.91% | 増加 |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.2% | +26.20% | 増加 |
| 6 | ABBV | Abbvie INC | +0.2% | +20.05% | 増加 |
| 7 | HON | Honeywell International INC | +0.1% | +83.07% | 増加 |
| 8 | JNJ | Johnson & Johnson | +0.1% | +28.10% | 増加 |
| 9 | NKE | Nike INC -cl B | +0.1% | +248.31% | 増加 |
| 10 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +21.54% | 増加 |
| 11 | V | Visa Inc-class A Shares | +0.1% | +39.68% | 増加 |
| 12 | HST | Host Hotels & Resorts INC | +0.1% | +135.63% | 増加 |
| 13 | PNC | Pnc Financial Services Group | +0.1% | +157.97% | 増加 |
| 14 | T | At&t INC | +0.1% | +20.78% | 増加 |
| 15 | ABT | Abbott Laboratories | +0.1% | +19.59% | 増加 |
| 16 | HD | Home Depot INC | +0.1% | +73.45% | 増加 |
| 17 | XLF | Ss Financial Select Sector | +0.1% | +403.83% | 増加 |
| 18 | KMB | Kimberly-clark CORP | +0.1% | +65.76% | 増加 |
| 19 | UTXZ | United Tech CORP | +0.1% | +86.07% | 増加 |
| 20 | YUM | Yum! Brands INC | +0.1% | +234.74% | 増加 |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +16.06% | 増加 |
| 22 | WFC | Wells Fargo & Co | +0.1% | +19.45% | 増加 |
| 23 | DOW | Dow Chem Co | +0.1% | +242.98% | 増加 |
| 24 | ADP | Automatic Data Processing | +0.1% | +254.56% | 増加 |
| 25 | AEP | American Electric Power Company, Inc. | +0.1% | +6.83% | 増加 |
| 26 | MRK | Merck & Co. INC. | +0.1% | +24.64% | 増加 |
| 27 | CSCO | Cisco Systems INC | +0.1% | +33.39% | 増加 |
| 28 | NSC | Norfolk Southern CORP | +0.1% | +120.70% | 増加 |
| 29 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +17.71% | 増加 |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +18.27% | 増加 |
| 31 | CAT | Caterpillar INC | +0.1% | +160.66% | 増加 |
| 32 | MSFT | Microsoft CORP | +0.1% | +5.16% | 増加 |
| 33 | AGCO | Agco CORP | +0.1% | +5.39% | 増加 |
| 34 | DUK | Duke Energy CORP | +0.1% | +36.56% | 増加 |
| 35 | ✓ | Google INC Class C | +0.1% | +28.16% | 増加 |
| 36 | MET | Metlife INC | 0% | +2.41% | 増加 |
| 37 | BBTUSD | Bb&t CORP | 0% | +2.61% | 増加 |
| 38 | AAPL | Apple INC | 0% | +4.03% | 増加 |
| 39 | HAL | Halliburton Co | -0.1% | -43.25% | 減少 |
| 40 | MUSA | Murphy USA INC | -0.1% | -8.01% | 減少 |
| 41 | OMC | Omnicom Group | -0.1% | -3.89% | 減少 |
| 42 | TRN | Trinity Industries INC | -0.1% | -8.41% | 減少 |
| 43 | KMI | Kinder Morgan INC | -0.2% | -3.84% | 減少 |
| 44 | BAX | Baxter International INC | -0.2% | -29.99% | 減少 |
| 45 | TRV | Travelers Cos Inc/the | -0.2% | -26.44% | 減少 |
| 46 | QCOM | Qualcomm INC | -0.2% | -2.52% | 減少 |
| 47 | VNQ | Vanguard Real Estate ETF | -0.2% | -1.93% | 減少 |
| 48 | XLY | Ss Consumer Disc Select Sect | — | NEW | 新規購入 |
| 49 | ✓ | — | EXIT | 全売却 | |
| 50 | BND | Vanguard Total Bond Market | — | EXIT | 全売却 |