CIK: 0000036104
申告総資産額
$823.9億
上位200銘柄を表示中（全3617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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.07% | -0.10% | +3.53% | |
| 2 | MMM | 3m Co | 株式-資本財 | 3.63% | — | -0.64% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.48% | +0.20% | -1.20% | |
| 4 | USB | US Bancorp | 株式-金融 | 2.47% | — | +0.34% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.06% | — | +2.22% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.01% | — | -0.21% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.82% | -0.16% | +2.65% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.71% | +0.14% | -0.01% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.51% | +0.12% | +3.12% | |
| 10 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.46% | — | -1.40% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.35% | — | -0.62% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.31% | -0.61% | +3.64% | |
| 13 | WFC | Wells Fargo & Co | 株式-金融 | 1.12% | — | +1.00% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.09% | — | -2.81% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.07% | — | +0.29% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 0.98% | +0.14% | -2.37% | |
| 17 | GIS | General Mills INC | 株式-生活必需品 | 0.95% | — | -2.02% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.92% | — | +1.28% | |
| 19 | EMR | Emerson Electric Co | 株式-資本財 | 0.83% | — | -2.88% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.81% | -0.09% | +0.44% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.78% | — | +0.01% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.77% | — | -7.02% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.76% | +0.24% | +15.89% | |
| 24 | INTC | Intel CORP | 株式-IT | 0.72% | — | -3.60% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.71% | — | -3.94% | |
| 26 | T | At&t INC | 株式-通信サービス | 0.71% | — | +1.28% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.69% | — | -0.12% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.68% | -0.21% | -0.02% | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.66% | — | +1.78% | |
| 30 | TGT | Target CORP | 株式-一般消費財 | 0.64% | — | -2.89% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.64% | — | +17.47% | |
| 32 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.64% | — | -0.52% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | — | -0.88% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.63% | — | -0.10% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | -0.13% | +4.23% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | -1.97% | |
| 37 | ACN | Accenture plc | 株式-IT | 0.60% | -0.08% | -2.83% | |
| 38 | SLB | Slb LTD | 株式-エネルギー | 0.60% | — | -0.98% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.59% | — | +8.36% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.56% | — | -0.15% | |
| 41 | PCAR | Paccar INC | 株式-資本財 | 0.53% | — | -0.27% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.52% | -0.07% | +1.59% | |
| 43 | PM | Philip Morris International | 株式-生活必需品 | 0.52% | — | -1.85% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.51% | -0.05% | +6.87% | |
| 45 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.51% | — | +4.11% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.50% | — | +5.34% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.50% | +0.10% | +5.65% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.50% | -0.07% | +3.85% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | -2.42% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | — | -1.39% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MMM | 3m Co | +0.3% | -0.64% | 減少 |
| 2 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +38.43% | 増加 |
| 3 | VNQ | Vanguard Real Estate ETF | +0.1% | +17.47% | 増加 |
| 4 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +53.95% | 増加 |
| 5 | XOM | Exxon Mobil CORP | +0.1% | -1.20% | 減少 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.53% | 増加 |
| 7 | VZ | Verizon Communications INC | +0.1% | -0.12% | 減少 |
| 8 | T | At&t INC | +0.1% | +1.28% | 増加 |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +15.89% | 増加 |
| 10 | PG | Procter & Gamble Co/the | +0.1% | +2.22% | 増加 |
| 11 | WMT | Walmart INC | +0.1% | +5.65% | 増加 |
| 12 | TCPA | TransCanada PipeLines Limited 6 | +0.1% | +72.65% | 増加 |
| 13 | AAPL | Apple INC | +0.1% | +2.65% | 増加 |
| 14 | EMR | Emerson Electric Co | +0.1% | -2.88% | 減少 |
| 15 | PCAR | Paccar INC | +0.1% | -0.27% | 減少 |
| 16 | IBM | Intl Business Machines CORP | +0.1% | +5.34% | 増加 |
| 17 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | +66.68% | 増加 |
| 18 | JNJ | Johnson & Johnson | +0.1% | -0.01% | 減少 |
| 19 | AGG | Ishares Core U.s. Aggregate | +0.1% | +3.12% | 増加 |
| 20 | GIS | General Mills INC | +0.1% | -2.02% | 減少 |
| 21 | LEG | Leggett & Platt INC | +0.1% | +5.28% | 増加 |
| 22 | DVY | Ishares Select Dividend ETF | +0.1% | +1.78% | 増加 |
| 23 | UNH | Unitedhealth Group INC | +0.1% | +3.85% | 増加 |
| 24 | CHRW | C.h. Robinson Worldwide INC | +0.1% | +0.55% | 増加 |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +17.09% | 増加 |
| 26 | SRCLEUR | Stericycle INC | +0.1% | +36.15% | 増加 |
| 27 | TGT | Target CORP | 0% | -2.89% | 減少 |
| 28 | HD | Home Depot INC | 0% | +8.36% | 増加 |
| 29 | CVS | Cvs Health CORP | 0% | +4.11% | 増加 |
| 30 | MTB | M & T Bank CORP | -0.1% | -68.02% | 減少 |
| 31 | EFV | Ishares Msci Eafe Value ETF | -0.1% | -15.03% | 減少 |
| 32 | C | Citigroup INC | -0.1% | -20.87% | 減少 |
| 33 | MCK | Mckesson CORP | -0.1% | -11.05% | 減少 |
| 34 | BMY | Bristol-myers Squibb Co | -0.1% | -0.52% | 減少 |
| 35 | GILD | Gilead Sciences INC | -0.1% | -3.15% | 減少 |
| 36 | DIS | Walt Disney Co/the | -0.1% | -1.97% | 減少 |
| 37 | COP | Conocophillips | -0.1% | -15.33% | 減少 |
| 38 | INTC | Intel CORP | -0.1% | -3.60% | 減少 |
| 39 | AXP | American Express Company | -0.1% | -5.52% | 減少 |
| 40 | MTUM | Ishares Msci USA Momentum Fa | -0.1% | -87.83% | 減少 |
| 41 | JPM | Jpmorgan Chase & Co | -0.1% | +0.44% | 増加 |
| 42 | EFA | Ishares Msci Eafe ETF | -0.1% | -0.21% | 減少 |
| 43 | LLY | Eli Lilly & Co | -0.1% | -0.02% | 減少 |
| 44 | PFE | Pfizer INC | -0.2% | -2.81% | 減少 |
| 45 | WFC | Wells Fargo & Co | -0.2% | +1.00% | 増加 |
| 46 | USB | US Bancorp | -0.2% | +0.34% | 増加 |
| 47 | CB | Chubb Limited | — | NEW | 新規購入 |
| 48 | CB | Chubb Limited | — | EXIT | 全売却 |
| 49 | ✓ | — | EXIT | 全売却 | |
| 50 | CB | Chubb Limited | — | EXIT | 全売却 |