CIK: 0000771118
申告総資産額
$6.2億
上位200銘柄を表示中（全265銘柄）
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 51.29% | -0.39% | +0.14% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 12.03% | — | -0.71% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.23% | -0.14% | -2.58% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.68% | — | -16.68% | |
| 5 | DUK | Duke Energy CORP | 株式-公益事業 | 1.31% | +0.09% | -2.17% | |
| 6 | BBTUSD | Bb&t CORP | 株式-その他 | 1.16% | — | +4.39% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.04% | — | +0.26% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 0.95% | — | -1.86% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.90% | — | +0.76% | |
| 10 | AMGN | Amgen INC | 株式-ヘルスケア | 0.88% | +0.08% | +2.74% | |
| 11 | DG | Dollar General CORP | 株式-生活必需品 | 0.79% | — | +0.44% | |
| 12 | HON | Honeywell International INC | 株式-資本財 | 0.78% | — | -0.29% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | -0.05% | +0.95% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.74% | -0.12% | -0.49% | |
| 15 | MMM | 3m Co | 株式-資本財 | 0.74% | — | -0.62% | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 0.74% | — | -0.09% | |
| 17 | CLX | Clorox Company | 株式-生活必需品 | 0.72% | — | +0.67% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.71% | — | — | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | — | +10.00% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.66% | — | — | |
| 21 | BCC | Boise Cascade Co | 株式-素材 | 0.65% | — | +0.75% | |
| 22 | IP | International Paper Co | 株式-一般消費財 | 0.62% | — | +0.81% | |
| 23 | MAS | Masco CORP | 株式-資本財 | 0.61% | — | +0.83% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.60% | — | +280.00% | |
| 25 | RY | Royal Bank Of Canada | 株式-金融 | 0.58% | — | — | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.55% | — | +0.95% | |
| 27 | PM | Philip Morris International | 株式-生活必需品 | 0.54% | — | +0.21% | |
| 28 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 0.49% | — | — | |
| 29 | MU | Micron Technology INC | 株式-IT | 0.48% | +0.20% | +0.96% | |
| 30 | VFC | Vf CORP | 株式-一般消費財 | 0.47% | — | +1.05% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.45% | — | — | |
| 32 | T | At&t INC | 株式-通信サービス | 0.45% | — | -5.88% | |
| 33 | MO | Altria Group INC | 株式-生活必需品 | 0.44% | — | — | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.44% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | — | — | |
| 36 | AVY | Avery Dennison CORP | 株式-一般消費財 | 0.40% | — | — | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.40% | +0.18% | +4.34% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.35% | — | +75.00% | |
| 39 | AON | Aon plc | 株式-金融 | 0.30% | — | — | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.29% | — | — | |
| 41 | SO | Southern Co/the | 株式-公益事業 | 0.29% | — | +2.81% | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.27% | — | +3.11% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.27% | -0.33% | — | |
| 44 | GLW | Corning INC | 株式-IT | 0.25% | — | — | |
| 45 | ENB | Enbridge INC | 株式-エネルギー | 0.23% | — | — | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.22% | +2.71% | — | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.20% | — | — | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.20% | — | +1.19% | |
| 49 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.20% | — | +2.73% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.17% | — | — |