CIK: 0001125243
申告総資産額
$8721.1万
| # | 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 | ERIE | Erie Indemnity Company-cl A | 株式-金融 | 14.61% | -0.97% | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.05% | -1.58% | -0.13% | |
| 3 | UNP | Union Pacific CORP | 株式-資本財 | 3.55% | — | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.72% | -0.15% | -0.41% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.53% | -0.17% | +43.29% | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 2.50% | — | — | |
| 7 | VZ | Verizon Communications INC | 株式-通信サービス | 2.38% | — | -1.86% | |
| 8 | PM | Philip Morris International | 株式-生活必需品 | 2.26% | — | — | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.25% | +0.54% | -1.80% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.24% | — | -2.42% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.17% | +0.44% | -1.32% | |
| 12 | LHX | L3harris Technologies INC | 株式-資本財 | 1.87% | +0.29% | — | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.85% | — | — | |
| 14 | MO | Altria Group INC | 株式-生活必需品 | 1.82% | +0.26% | -0.66% | |
| 15 | ✓ | AT & T, Inc. New | 株式-その他 | 1.81% | -0.45% | EXIT | |
| 16 | INTC | Intel CORP | 株式-IT | 1.81% | — | — | |
| 17 | WAB | Wabtec CORP | 株式-資本財 | 1.77% | +0.46% | -1.49% | |
| 18 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.48% | — | — | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.44% | — | — | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.42% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.42% | — | — | |
| 22 | WM | Waste Management INC | 株式-資本財 | 1.39% | — | -1.82% | |
| 23 | MMM | 3m Co | 株式-資本財 | 1.36% | — | — | |
| 24 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 1.35% | -0.30% | EXIT | |
| 25 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.29% | — | — | |
| 26 | ✓ | Visa Inc. | 株式-その他 | 1.23% | -1.35% | EXIT | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.21% | — | -4.07% | |
| 28 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.19% | — | — | |
| 29 | GIS | General Mills INC | 株式-生活必需品 | 1.19% | — | -0.35% | |
| 30 | DE | Deere & Co | 株式-資本財 | 1.19% | +0.29% | — | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 1.13% | — | — | |
| 32 | OKE | Oneok INC | 株式-エネルギー | 1.03% | — | — | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 1.02% | +0.30% | -1.71% | |
| 34 | RTN1USD | Raytheon Company | 株式-その他 | 0.96% | — | -4.37% | |
| 35 | RSG | Republic Services INC | 株式-資本財 | 0.91% | — | -0.70% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | -0.25% | — | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | -0.31% | — | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.81% | — | — | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.79% | — | — | |
| 40 | ✓ | ConocoPhillips | 株式-その他 | 0.77% | -0.69% | EXIT | |
| 41 | PPG | Ppg Industries INC | 株式-素材 | 0.76% | — | — | |
| 42 | AAPL | Apple INC | 株式-IT | 0.71% | -0.21% | — | |
| 43 | PSX | Phillips 66 | 株式-エネルギー | 0.70% | +0.21% | — | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.69% | — | — | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.68% | +0.40% | — | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.64% | — | — | |
| 47 | EFX | Equifax INC | 株式-資本財 | 0.63% | -0.25% | EXIT | |
| 48 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.59% | — | — | |
| 49 | PH | Parker Hannifin CORP | 株式-資本財 | 0.58% | — | — | |
| 50 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.57% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +43.29% | 増加 |
| 2 | PG | Procter & Gamble Co/the | +0.3% | -2.42% | 減少 |
| 3 | MSFT | Microsoft CORP | +0.3% | -0.13% | 減少 |
| 4 | HD | Home Depot INC | +0.3% | — | 変化なし |
| 5 | ✓ | AT & T, Inc. New | +0.3% | -1.63% | 減少 |
| 6 | INTC | Intel CORP | +0.2% | — | 変化なし |
| 7 | VZ | Verizon Communications INC | +0.2% | -1.86% | 減少 |
| 8 | MA | Mastercard INC - A | +0.2% | — | 変化なし |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 変化なし |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | — | 変化なし |
| 11 | AAPL | Apple INC | +0.1% | — | 変化なし |
| 12 | RTN1USD | Raytheon Company | +0.1% | -4.37% | 減少 |
| 13 | OKE | Oneok INC | +0.1% | — | 変化なし |
| 14 | NSRGY | Nestle Sa-spons Adr | +0.1% | -0.59% | 減少 |
| 15 | GIS | General Mills INC | +0.1% | -0.35% | 減少 |
| 16 | CHD | Church & Dwight Co INC | +0.1% | — | 変化なし |
| 17 | BA | Boeing Co/the | +0.1% | — | 変化なし |
| 18 | PSX | Phillips 66 | +0.1% | — | 変化なし |
| 19 | ✓ | NextEra Energy, Inc. | +0.1% | — | 変化なし |
| 20 | PH | Parker Hannifin CORP | +0.1% | — | 変化なし |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 変化なし |
| 22 | PM | Philip Morris International | 0% | — | 変化なし |
| 23 | UNP | Union Pacific CORP | — | — | 変化なし |
| 24 | IWO | Ishares Russell 2000 Growth | — | — | 変化なし |
| 25 | PNC | Pnc Financial Services Group | 0% | -7.92% | 減少 |
| 26 | MMM | 3m Co | 0% | — | 変化なし |
| 27 | CVX | Chevron CORP | 0% | -1.71% | 減少 |
| 28 | ✓ | ConocoPhillips | 0% | — | 変化なし |
| 29 | HPQ | Hp INC | 0% | — | 変化なし |
| 30 | VMWEUR | Vmware Inc-class A | 0% | — | 変化なし |
| 31 | ADBE | Adobe INC | 0% | — | 変化なし |
| 32 | UNH | Unitedhealth Group INC | 0% | — | 変化なし |
| 33 | AEP | American Electric Power Company, Inc. | 0% | -1.45% | 減少 |
| 34 | BP | Bp Plc-spons Adr | 0% | -2.20% | 減少 |
| 35 | RDS-A | Shell Plc-spon Adr-a | 0% | — | 変化なし |
| 36 | GLW | Corning INC | -0.1% | — | 変化なし |
| 37 | FDX | Fedex CORP | -0.1% | — | 変化なし |
| 38 | NSC | Norfolk Southern CORP | -0.1% | — | 変化なし |
| 39 | JNJ | Johnson & Johnson | -0.1% | -1.32% | 減少 |
| 40 | PFE | Pfizer INC | -0.1% | — | 変化なし |
| 41 | JPM | Jpmorgan Chase & Co | -0.1% | -28.43% | 減少 |
| 42 | XOM | Exxon Mobil CORP | -0.1% | -1.80% | 減少 |
| 43 | MO | Altria Group INC | -0.2% | -0.66% | 減少 |
| 44 | ERIE | Erie Indemnity Company-cl A | -4.6% | — | 変化なし |
| 45 | LHX | L3harris Technologies INC | — | NEW | 新規購入 |
| 46 | ✓ | — | EXIT | 全売却 | |
| 47 | BMY | Bristol-myers Squibb Co | — | NEW | 新規購入 |
| 48 | SO | Southern Co/the | — | NEW | 新規購入 |
| 49 | OGS | One Gas INC | — | NEW | 新規購入 |
| 50 | KO | Coca-cola Co/the | — | EXIT | 全売却 |