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 | 12.38% | -0.97% | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.54% | -1.58% | -1.81% | |
| 3 | UNP | Union Pacific CORP | 株式-資本財 | 3.80% | — | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.07% | -0.15% | -5.03% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.35% | -0.17% | -2.24% | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 2.34% | — | -16.41% | |
| 7 | PM | Philip Morris International | 株式-生活必需品 | 2.26% | — | -0.33% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.18% | +0.44% | -2.55% | |
| 9 | DE | Deere & Co | 株式-資本財 | 2.14% | +0.29% | -1.43% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.02% | — | -1.66% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.97% | +0.40% | -0.26% | |
| 12 | WAB | Wabtec CORP | 株式-資本財 | 1.70% | +0.46% | -0.01% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.68% | — | -0.18% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.66% | — | -0.48% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.63% | — | — | |
| 16 | MO | Altria Group INC | 株式-生活必需品 | 1.62% | +0.26% | -0.59% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.54% | -0.21% | -10.07% | |
| 18 | INTC | Intel CORP | 株式-IT | 1.52% | — | — | |
| 19 | LHX | L3harris Technologies INC | 株式-資本財 | 1.50% | +0.29% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.43% | — | -0.61% | |
| 21 | MMM | 3m Co | 株式-資本財 | 1.41% | — | — | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.35% | -0.31% | — | |
| 23 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.34% | — | -7.47% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.33% | -0.25% | -2.26% | |
| 25 | ✓ | Visa Inc. | 株式-その他 | 1.33% | -1.35% | EXIT | |
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.30% | — | -0.20% | |
| 27 | WM | Waste Management INC | 株式-資本財 | 1.22% | — | — | |
| 28 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.07% | — | -0.99% | |
| 29 | ✓ | AT & T, Inc. New | 株式-その他 | 1.07% | -0.45% | EXIT | |
| 30 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 1.06% | -0.30% | EXIT | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.97% | — | — | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.93% | +0.54% | -25.45% | |
| 33 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.93% | — | — | |
| 34 | GIS | General Mills INC | 株式-生活必需品 | 0.92% | — | -1.65% | |
| 35 | EFX | Equifax INC | 株式-資本財 | 0.91% | -0.25% | EXIT | |
| 36 | PPG | Ppg Industries INC | 株式-素材 | 0.88% | — | — | |
| 37 | RSG | Republic Services INC | 株式-資本財 | 0.87% | — | -1.57% | |
| 38 | PH | Parker Hannifin CORP | 株式-資本財 | 0.83% | — | — | |
| 39 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.81% | — | -4.09% | |
| 40 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.79% | — | -8.93% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.76% | — | -4.36% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.76% | — | +4.15% | |
| 43 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.71% | — | — | |
| 44 | ADBE | Adobe INC | 株式-IT | 0.69% | — | — | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | — | |
| 46 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.67% | — | — | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.66% | — | — | |
| 48 | RTX | Rtx CORP | 株式-資本財 | 0.65% | — | -7.11% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.64% | — | — | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | +0.30% | — |