CIK: 0001134008
申告総資産額
$24.0億
上位200銘柄を表示中（全758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 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.40% | +0.21% | +0.63% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.38% | — | +0.39% | |
| 3 | MMM | 3m Co | 株式-資本財 | 2.25% | — | +0.90% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.21% | +0.33% | +4.29% | |
| 5 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.04% | — | +1.28% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.93% | +0.05% | +1.73% | |
| 7 | T | At&t INC | 株式-通信サービス | 1.86% | — | +0.14% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.70% | -0.15% | -0.45% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.62% | — | +1.58% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.61% | — | -0.86% | |
| 11 | UTXZ | United Tech CORP | 株式-その他 | 1.55% | — | +0.72% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.47% | — | +13.84% | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.46% | — | +7.08% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.42% | -0.15% | +3.47% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 1.41% | — | +1.05% | |
| 16 | ACN | Accenture plc | 株式-IT | 1.35% | -0.27% | +0.45% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.33% | — | +16.00% | |
| 18 | WFC | Wells Fargo & Co | 株式-金融 | 1.29% | — | +3.68% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.28% | +0.90% | +4.91% | |
| 20 | ✓ | 株式-その他 | 1.23% | — | +1.19% | ||
| 21 | O | Realty Income CORP | 株式-不動産 | 1.14% | — | -1.99% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.10% | — | +0.98% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.08% | -0.47% | +9.66% | |
| 24 | NEE | Nextera Energy INC | 株式-公益事業 | 1.07% | +0.08% | -2.60% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.99% | — | -1.15% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.98% | — | -8.07% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.98% | -0.12% | +1.76% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.98% | — | -14.08% | |
| 29 | ITW | Illinois Tool Works | 株式-資本財 | 0.95% | — | -0.74% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.93% | +0.04% | +5.31% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.89% | — | -0.14% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.88% | — | -7.43% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.88% | +0.08% | +15.09% | |
| 34 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.87% | — | +19.75% | |
| 35 | BLKCHF | Blackrock INC | 株式-その他 | 0.87% | — | +5.25% | |
| 36 | APD | Air Products & Chemicals INC | 株式-素材 | 0.86% | -0.08% | +2.43% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.81% | — | -9.12% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.79% | -0.15% | -0.40% | |
| 39 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.79% | -0.07% | +2.18% | |
| 40 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.79% | — | +1.04% | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 0.77% | -0.11% | +8.71% | |
| 42 | EMR | Emerson Electric Co | 株式-資本財 | 0.77% | — | -0.79% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.77% | — | +10.35% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.73% | -0.20% | +1.28% | |
| 45 | D | Dominion Energy INC | 株式-公益事業 | 0.71% | — | -0.80% | |
| 46 | ECL | Ecolab INC | 株式-素材 | 0.70% | — | +0.85% | |
| 47 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.69% | — | -0.89% | |
| 48 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.68% | +0.15% | +2.72% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | -0.15% | +5.47% | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.68% | -0.20% | +5.92% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | +0.3% | +1.19% | 増加 | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +13.84% | 増加 |
| 3 | CVX | Chevron CORP | +0.2% | +16.00% | 増加 |
| 4 | WY | Weyerhaeuser Co | +0.2% | +3070.09% | 増加 |
| 5 | MMM | 3m Co | +0.2% | +0.90% | 増加 |
| 6 | T | At&t INC | +0.2% | +0.14% | 増加 |
| 7 | VZ | Verizon Communications INC | +0.2% | +1.05% | 増加 |
| 8 | O | Realty Income CORP | +0.2% | -1.99% | 減少 |
| 9 | AAPL | Apple INC | +0.1% | +4.29% | 増加 |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +0.39% | 増加 |
| 11 | ACN | Accenture plc | +0.1% | +0.45% | 増加 |
| 12 | ADP | Automatic Data Processing | +0.1% | +8.71% | 増加 |
| 13 | UNB | Union Bankshares INC /vt | +0.1% | +527.00% | 増加 |
| 14 | JNJ | Johnson & Johnson | +0.1% | +0.63% | 増加 |
| 15 | NEE | Nextera Energy INC | +0.1% | -2.60% | 減少 |
| 16 | APD | Air Products & Chemicals INC | +0.1% | +2.43% | 増加 |
| 17 | MSFT | Microsoft CORP | +0.1% | +9.66% | 増加 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +5.47% | 増加 |
| 19 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | -0.37% | 減少 |
| 20 | EMR | Emerson Electric Co | +0.1% | -0.79% | 減少 |
| 21 | CVS | Cvs Health CORP | +0.1% | +10.24% | 増加 |
| 22 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +1.73% | 増加 |
| 23 | ITW | Illinois Tool Works | +0.1% | -0.74% | 減少 |
| 24 | HON | Honeywell International INC | +0.1% | +5.42% | 増加 |
| 25 | ATO | Atmos Energy CORP | +0.1% | -1.66% | 減少 |
| 26 | D | Dominion Energy INC | +0.1% | -0.80% | 減少 |
| 27 | ETN | Eaton Corporation plc | +0.1% | +3.96% | 増加 |
| 28 | BKNG | Booking Hldgs INC | +0.1% | +12.04% | 増加 |
| 29 | UTXZ | United Tech CORP | 0% | +0.72% | 増加 |
| 30 | AEP | American Electric Power Company, Inc. | 0% | +1.28% | 増加 |
| 31 | IJR | Ishares Core S&p Small-cap E | 0% | +1.58% | 増加 |
| 32 | EBAY | Ebay INC | -0.1% | -56.20% | 減少 |
| 33 | PYPL | Paypal Holdings INC | -0.1% | -47.52% | 減少 |
| 34 | AXP | American Express Company | -0.1% | -7.37% | 減少 |
| 35 | AMAT | Applied Materials INC | -0.1% | -32.32% | 減少 |
| 36 | CELG | Celgene CORP | -0.1% | +7.46% | 増加 |
| 37 | INTC | Intel CORP | -0.1% | +0.98% | 増加 |
| 38 | COP | Conocophillips | -0.1% | -14.33% | 減少 |
| 39 | MTB | M & T Bank CORP | -0.1% | -28.63% | 減少 |
| 40 | JNJ | Johnson & Johnson | -0.1% | -7.43% | 減少 |
| 41 | PFE | Pfizer INC | -0.1% | -0.14% | 減少 |
| 42 | WFC | Wells Fargo & Co | -0.1% | +3.68% | 増加 |
| 43 | JPM | Jpmorgan Chase & Co | -0.2% | -1.15% | 減少 |
| 44 | DOC | Healthpeak Properties, Inc. | -0.2% | -9.27% | 減少 |
| 45 | ABBNY | Abb Ltd-spon Adr | -0.2% | -43.66% | 減少 |
| 46 | KDP | Keurig Dr Pepper Inc. | — | EXIT | 全売却 |
| 47 | CB | Chubb Limited | — | NEW | 新規購入 |
| 48 | CB | Chubb Limited | — | EXIT | 全売却 |
| 49 | PLMKW | Plum Acquisition Corp. IV | — | EXIT | 全売却 |
| 50 | ✓ | — | EXIT | 全売却 |