CIK: 0000752365
申告総資産額
$3.6億
| # | 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 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 6.86% | -0.71% | -1.00% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.58% | -0.13% | -0.44% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.83% | -1.17% | +0.29% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.58% | -0.19% | -1.40% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.23% | -0.18% | -0.38% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.91% | -0.15% | -1.02% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.47% | — | -1.30% | |
| 8 | WMT | Walmart INC | 株式-生活必需品 | 2.14% | +0.42% | +0.83% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.13% | +0.42% | -2.79% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.91% | — | +5.35% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.89% | — | — | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.86% | +0.03% | +0.61% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.80% | — | +0.09% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.73% | -0.13% | +0.02% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.67% | — | +0.63% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.62% | -0.04% | +0.08% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.60% | — | -0.56% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.55% | -0.18% | +10.67% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.29% | — | +1.42% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.17% | +0.17% | +0.44% | |
| 21 | NTRS | Northern Trust CORP | 株式-金融 | 1.16% | — | +0.02% | |
| 22 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.12% | — | -5.21% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 1.12% | -0.03% | +0.39% | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 1.07% | +0.14% | -14.65% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 1.04% | -0.16% | -0.06% | |
| 26 | DFAT | Dimensional US Target Value | ETF-その他 | 1.03% | +0.24% | +44.04% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.98% | +0.10% | -12.06% | |
| 28 | MDT | Medtronic plc | 株式-ヘルスケア | 0.98% | -0.06% | -2.49% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.97% | +0.11% | +0.03% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.95% | +0.41% | +0.12% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.93% | — | -0.78% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.90% | — | +10.59% | |
| 33 | VTV | Vanguard Value ETF | ETF-その他 | 0.90% | -0.08% | +0.64% | |
| 34 | CSW | Csw Industrials INC | 株式-資本財 | 0.89% | -0.04% | — | |
| 35 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 0.88% | -0.06% | -12.50% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.87% | — | -0.39% | |
| 37 | TXN | Texas Instruments INC | 株式-IT | 0.87% | +0.11% | -0.60% | |
| 38 | ACN | Accenture plc | 株式-IT | 0.84% | -0.09% | +0.08% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.80% | — | -12.48% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.78% | -0.19% | +2.69% | |
| 41 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.76% | -0.05% | +0.01% | |
| 42 | AXP | American Express Co | 株式-金融 | 0.71% | -0.11% | +0.14% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | — | +1.68% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.65% | +0.15% | +0.17% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.63% | — | -2.73% | |
| 46 | ITW | Illinois Tool Works | 株式-資本財 | 0.62% | — | +0.09% | |
| 47 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.61% | — | -38.11% | |
| 48 | GD | General Dynamics CORP | 株式-資本財 | 0.60% | — | +2.71% | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.59% | — | -9.00% | |
| 50 | BXSL | Blackstone Secured Lending F | 株式-金融 | 0.58% | — | +15.68% |