CIK: 0000092230
申告総資産額
$741.8億
上位200銘柄を表示中（全818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 | 3.28% | — | -0.17% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.51% | +0.09% | +10.75% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.71% | -0.15% | -2.13% | |
| 4 | AAPL | Apple INC | 株式-IT | 1.58% | -0.13% | -8.68% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.56% | -0.08% | +2.28% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.53% | -0.63% | -6.57% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.52% | +0.11% | -4.03% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.43% | — | +0.96% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.41% | +0.11% | -6.27% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.22% | — | +33.93% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.17% | +0.08% | +124.20% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 1.16% | — | -3.17% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.09% | — | -2.78% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 1.01% | — | -10.70% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.96% | — | +2.07% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.91% | +0.09% | +8.21% | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.88% | — | -5.13% | |
| 18 | QCOM | Qualcomm INC | 株式-IT | 0.78% | — | +3.19% | |
| 19 | DFSEUR | Discover Financial Services | 株式-その他 | 0.76% | — | -7.84% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.76% | — | -5.65% | |
| 21 | T | At&t INC | 株式-通信サービス | 0.76% | — | -8.91% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.76% | — | -3.62% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.75% | — | -1.71% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.74% | — | -7.56% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | -6.74% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.71% | +0.13% | +1.80% | |
| 27 | ACN | Accenture plc | 株式-IT | 0.71% | — | +0.78% | |
| 28 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.70% | — | -7.89% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.65% | — | -0.38% | |
| 30 | USB | US Bancorp | 株式-金融 | 0.64% | — | -1.53% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | -0.17% | +0.37% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.64% | — | +3.50% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.63% | — | -4.96% | |
| 34 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.61% | — | -0.67% | |
| 35 | PM | Philip Morris International | 株式-生活必需品 | 0.60% | — | -1.21% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.60% | — | -3.87% | |
| 37 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.59% | — | -0.51% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.56% | — | +16.93% | |
| 39 | MO | Altria Group INC | 株式-生活必需品 | 0.56% | — | -8.29% | |
| 40 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.56% | — | -5.38% | |
| 41 | ENB | Enbridge INC | 株式-エネルギー | 0.55% | — | — | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.53% | +0.09% | +11.95% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | -0.06% | -2.41% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.49% | -0.80% | +11.41% | |
| 45 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.49% | — | +8.27% | |
| 46 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.48% | — | +86.13% | |
| 47 | SLB | Slb LTD | 株式-エネルギー | 0.48% | — | -13.80% | |
| 48 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.47% | — | -7.83% | |
| 49 | FLO | Flowers Foods INC | 株式-生活必需品 | 0.47% | — | — | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.46% | — | +0.39% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EEM | Ishares Msci Emerging Market | +0.4% | +33.93% | 増加 |
| 2 | EFA | Ishares Msci Eafe ETF | +0.4% | +10.75% | 増加 |
| 3 | IPG | Interpublic Group Of Cos INC | +0.2% | +327.58% | 増加 |
| 4 | AAPL | Apple INC | +0.2% | -8.68% | 減少 |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.1% | +124.20% | 増加 |
| 6 | META | Meta Platforms Inc-class A | +0.1% | +0.37% | 増加 |
| 7 | SABR | Sabre CORP | +0.1% | +222.06% | 増加 |
| 8 | CCI | Crown Castle INC | +0.1% | +188.24% | 増加 |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.1% | +16.93% | 増加 |
| 10 | PM | Philip Morris International | +0.1% | -1.21% | 減少 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +2.28% | 増加 |
| 12 | ✓ | Cbs CORP New | +0.1% | +42.71% | 増加 |
| 13 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +8.21% | 増加 |
| 14 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +11.95% | 増加 |
| 15 | STWD | Starwood Property Trust INC | +0.1% | +233.95% | 増加 |
| 16 | DVN | Devon Energy CORP | +0.1% | +3108.36% | 増加 |
| 17 | IWF | Ishares Russell 1000 Growth | +0.1% | -2.13% | 減少 |
| 18 | AMZN | Amazon.com INC | +0.1% | +5.43% | 増加 |
| 19 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +0.96% | 増加 |
| 20 | VOO | Vanguard S&p 500 ETF | +0.1% | +11.41% | 増加 |
| 21 | AGG | Ishares Core U.s. Aggregate | +0.1% | +25.62% | 増加 |
| 22 | PRU | Prudential Financial INC | +0.1% | +246.71% | 増加 |
| 23 | V | Visa Inc-class A Shares | +0.1% | +4.89% | 増加 |
| 24 | RHT1EUR | Red Hat INC | +0.1% | +307.32% | 増加 |
| 25 | JNP | Juniper Networks INC | +0.1% | +321.28% | 増加 |
| 26 | AVY | Avery Dennison CORP | +0.1% | +9.98% | 増加 |
| 27 | CERNCHF | Cerner CORP | +0.1% | +97.51% | 増加 |
| 28 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +8.77% | 増加 |
| 29 | ABT | Abbott Laboratories | +0.1% | +1.85% | 増加 |
| 30 | OHI | Omega Healthcare Investors | -0.1% | -83.24% | 減少 |
| 31 | REYN | Reynolds Consumer Products Inc. | -0.1% | -42.97% | 減少 |
| 32 | AMP | Ameriprise Financial INC | -0.1% | -38.75% | 減少 |
| 33 | CMS | Cms Energy CORP | -0.1% | -79.31% | 減少 |
| 34 | ✓ | -0.1% | -59.68% | 減少 | |
| 35 | MET | Metlife INC | -0.1% | -35.26% | 減少 |
| 36 | QCOM | Qualcomm INC | -0.1% | +3.19% | 増加 |
| 37 | NDAQ | Nasdaq INC | -0.1% | -78.07% | 減少 |
| 38 | T | At&t INC | -0.1% | -8.91% | 減少 |
| 39 | ✓ | -0.1% | -47.04% | 減少 | |
| 40 | CVX | Chevron CORP | -0.1% | -8.66% | 減少 |
| 41 | SLB | Slb LTD | -0.1% | -13.80% | 減少 |
| 42 | DNKN | Dunkin' Brands Group INC | -0.1% | -50.48% | 減少 |
| 43 | DFSEUR | Discover Financial Services | -0.1% | -7.84% | 減少 |
| 44 | AEP | American Electric Power Company, Inc. | -0.1% | -7.89% | 減少 |
| 45 | VZ | Verizon Communications INC | -0.2% | -3.17% | 減少 |
| 46 | M | Macy's INC | -0.2% | -92.12% | 減少 |
| 47 | BBTUSD | Bb&t CORP | -0.2% | -0.17% | 減少 |
| 48 | XOM | Exxon Mobil CORP | -0.3% | -6.27% | 減少 |
| 49 | ✓ | — | EXIT | 全売却 | |
| 50 | ENB | Enbridge INC | — | NEW | 新規購入 |