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 | 11.17% | -0.97% | -2.17% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.28% | -1.58% | -0.35% | |
| 3 | UNP | Union Pacific CORP | 株式-資本財 | 4.05% | — | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.19% | -0.15% | — | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.29% | — | +0.85% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.29% | -0.17% | +1.64% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.23% | +0.44% | +5.74% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 2.16% | — | — | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 2.04% | — | +2.76% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.02% | +0.40% | — | |
| 11 | PM | Philip Morris International | 株式-生活必需品 | 2.00% | — | -1.52% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.97% | -0.21% | +5.20% | |
| 13 | DE | Deere & Co | 株式-資本財 | 1.90% | +0.29% | -2.08% | |
| 14 | WAB | Wabtec CORP | 株式-資本財 | 1.78% | +0.46% | +0.01% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.59% | — | — | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.52% | -0.31% | +4.21% | |
| 17 | MO | Altria Group INC | 株式-生活必需品 | 1.50% | +0.26% | -1.11% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.48% | -0.25% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.43% | — | — | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.43% | — | -0.19% | |
| 21 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.40% | — | — | |
| 22 | WM | Waste Management INC | 株式-資本財 | 1.36% | — | — | |
| 23 | LHX | L3harris Technologies INC | 株式-資本財 | 1.35% | +0.29% | -2.37% | |
| 24 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.30% | — | — | |
| 25 | INTC | Intel CORP | 株式-IT | 1.27% | — | -2.33% | |
| 26 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.21% | — | — | |
| 27 | MMM | 3m Co | 株式-資本財 | 1.17% | — | -0.45% | |
| 28 | ✓ | Visa Inc. | 株式-その他 | 1.12% | -1.35% | EXIT | |
| 29 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 1.12% | -0.30% | EXIT | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 1.06% | — | — | |
| 31 | EFX | Equifax INC | 株式-資本財 | 1.04% | -0.25% | EXIT | |
| 32 | RSG | Republic Services INC | 株式-資本財 | 1.03% | — | — | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.96% | — | +2.45% | |
| 34 | GIS | General Mills INC | 株式-生活必需品 | 0.92% | — | -1.70% | |
| 35 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.90% | — | -2.13% | |
| 36 | ✓ | AT & T, Inc. New | 株式-その他 | 0.86% | -0.45% | EXIT | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | +0.54% | +1.51% | |
| 38 | PH | Parker Hannifin CORP | 株式-資本財 | 0.81% | — | — | |
| 39 | PPG | Ppg Industries INC | 株式-素材 | 0.79% | — | — | |
| 40 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.78% | — | — | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.72% | — | — | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.66% | — | — | |
| 43 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.65% | — | -12.89% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.64% | +0.30% | +2.42% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.64% | — | -4.29% | |
| 46 | ADBE | Adobe INC | 株式-IT | 0.63% | — | — | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.63% | — | — | |
| 48 | RTX | Rtx CORP | 株式-資本財 | 0.62% | — | +0.71% | |
| 49 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.61% | — | — | |
| 50 | OKE | Oneok INC | 株式-エネルギー | 0.60% | — | — |