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 | 13.04% | -0.97% | -20.02% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.91% | -1.58% | -0.61% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.02% | -0.21% | +0.36% | |
| 4 | UNP | Union Pacific CORP | 株式-資本財 | 2.84% | — | +0.42% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.67% | -0.17% | -1.55% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.59% | +0.40% | +26.82% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.58% | -0.12% | +916.79% | |
| 8 | WAB | Wabtec CORP | 株式-資本財 | 2.50% | +0.46% | -1.08% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.37% | -0.15% | -20.89% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.36% | -0.31% | -0.23% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.26% | — | -1.22% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.92% | — | — | |
| 13 | PM | Philip Morris International | 株式-生活必需品 | 1.88% | — | -2.96% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.69% | +0.44% | -2.50% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.65% | -0.25% | +0.66% | |
| 16 | WM | Waste Management INC | 株式-資本財 | 1.56% | — | — | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.40% | +0.54% | +0.71% | |
| 18 | MO | Altria Group INC | 株式-生活必需品 | 1.39% | +0.26% | -0.87% | |
| 19 | LHX | L3harris Technologies INC | 株式-資本財 | 1.36% | +0.29% | -1.10% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.30% | — | +0.79% | |
| 21 | RSG | Republic Services INC | 株式-資本財 | 1.26% | — | — | |
| 22 | ✓ | SPDR Gold Shares | 株式-その他 | 1.17% | -2.01% | EXIT | |
| 23 | ✓ | Visa Inc. | 株式-その他 | 1.16% | -1.35% | EXIT | |
| 24 | DE | Deere & Co | 株式-資本財 | 1.13% | +0.29% | -2.68% | |
| 25 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.12% | — | — | |
| 26 | PH | Parker Hannifin CORP | 株式-資本財 | 1.11% | — | -9.75% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.06% | — | -12.12% | |
| 28 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.03% | — | — | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.99% | — | -28.57% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.97% | — | — | |
| 31 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.95% | — | -1.58% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.95% | +0.30% | +1.13% | |
| 33 | ✓ | ConocoPhillips | 株式-その他 | 0.88% | -0.69% | EXIT | |
| 34 | ETN | Eaton Corporation plc | 株式-資本財 | 0.86% | — | -3.96% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.85% | — | — | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.83% | — | -0.49% | |
| 37 | GIS | General Mills INC | 株式-生活必需品 | 0.78% | — | -2.34% | |
| 38 | OKE | Oneok INC | 株式-エネルギー | 0.76% | — | — | |
| 39 | BTU | Peabody Energy Corporation | 株式-エネルギー | 0.73% | — | — | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.70% | — | — | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.69% | — | +0.26% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.68% | +0.48% | — | |
| 43 | PPG | Ppg Industries INC | 株式-素材 | 0.67% | — | — | |
| 44 | GWW | Ww Grainger INC | 株式-資本財 | 0.67% | — | — | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.64% | — | +0.14% | |
| 46 | INTC | Intel CORP | 株式-IT | 0.63% | — | -0.18% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | — | +2.09% | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.57% | — | -1.96% | |
| 49 | PSX | Phillips 66 | 株式-エネルギー | 0.57% | +0.21% | — | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.57% | — | -5.48% |