CIK: 0000059951
申告総資産額
$8.5億
上位200銘柄を表示中（全251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 | AAPL | Apple INC | 株式-IT | 3.86% | — | +641.99% | |
| 2 | TBT | Proshares Ultrashort 20+y Tr | ETF-その他 | 3.15% | — | +6.82% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.87% | — | -3.43% | |
| 4 | UTXZ | United Tech CORP | 株式-その他 | 1.99% | — | +2.72% | |
| 5 | CVX | Chevron CORP | 株式-エネルギー | 1.81% | — | -5.14% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.78% | — | -3.86% | |
| 7 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.73% | — | +9.08% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.64% | — | -8.97% | |
| 9 | WFC | Wells Fargo & Co | 株式-金融 | 1.54% | — | -16.68% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.52% | — | +7.26% | |
| 11 | PRU | Prudential Financial INC | 株式-金融 | 1.51% | — | +10.16% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.51% | — | -0.65% | |
| 13 | PM | Philip Morris International | 株式-生活必需品 | 1.40% | — | -2.61% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.33% | — | +5.81% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.23% | — | -24.22% | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.17% | — | -1.03% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.14% | — | -6.64% | |
| 18 | IVZ | Invesco Ltd. | 株式-金融 | 1.12% | — | +19.75% | |
| 19 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 1.10% | — | +9.81% | |
| 20 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.09% | — | +3.70% | |
| 21 | GOOG | Alphabet A | 株式-通信サービス | 1.09% | — | +99.65% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.09% | — | -3.79% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.07% | — | +692.73% | |
| 24 | BAX | Baxter International INC | 株式-ヘルスケア | 1.07% | — | +0.05% | |
| 25 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.06% | — | +25.09% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.01% | — | -3.54% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.00% | — | -13.35% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.99% | — | +0.13% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.97% | — | -2.33% | |
| 30 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.95% | — | +2500.60% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.95% | — | -13.96% | |
| 32 | AMT | American Tower CORP | 株式-不動産 | 0.93% | — | +22.87% | |
| 33 | CI | The Cigna Group | 株式-ヘルスケア | 0.91% | — | +82.13% | |
| 34 | ✓ | 株式-その他 | 0.90% | — | +3.84% | ||
| 35 | NOVEUR | National Oilwell Varco INC | 株式-その他 | 0.88% | — | +0.83% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.88% | — | -0.58% | |
| 37 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.86% | — | — | |
| 38 | CBRE | Cbre Group INC - A | 株式-不動産 | 0.86% | — | +1.75% | |
| 39 | AFL | Aflac INC | 株式-金融 | 0.85% | — | +60.09% | |
| 40 | EOG | Eog Resources INC | 株式-エネルギー | 0.85% | — | +96.97% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.81% | — | -0.03% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.81% | — | +10.74% | |
| 43 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.78% | — | -29.97% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.77% | — | +3.10% | |
| 45 | FLS | Flowserve CORP | 株式-資本財 | 0.71% | — | +0.82% | |
| 46 | MCHP | Microchip Technology INC | 株式-IT | 0.69% | — | -14.61% | |
| 47 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.69% | — | -0.33% | |
| 48 | DHR | Danaher CORP | 株式-ヘルスケア | 0.68% | — | +2.35% | |
| 49 | ✓ | 株式-その他 | 0.67% | — | +2.45% | ||
| 50 | MMM | 3m Co | 株式-資本財 | 0.67% | — | -5.48% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +0.9% | +692.73% | 増加 |
| 2 | SBUX | Starbucks CORP | +0.9% | +2500.60% | 増加 |
| 3 | AAPL | Apple INC | +0.7% | +641.99% | 増加 |
| 4 | CI | The Cigna Group | +0.4% | +82.13% | 増加 |
| 5 | SCHF | Schwab Intl Equity ETF | +0.3% | +140.28% | 増加 |
| 6 | AFL | Aflac INC | +0.3% | +60.09% | 増加 |
| 7 | PXGBX | Praxair INC | +0.2% | +71.41% | 増加 |
| 8 | CMCSA | Comcast Corp-class A | +0.2% | +25.09% | 増加 |
| 9 | AMT | American Tower CORP | +0.2% | +22.87% | 増加 |
| 10 | HD | Home Depot INC | +0.2% | +276.42% | 増加 |
| 11 | 9990302D | Apache CORP | +0.2% | +38.65% | 増加 |
| 12 | IVZ | Invesco Ltd. | +0.2% | +19.75% | 増加 |
| 13 | GILD | Gilead Sciences INC | +0.1% | +3.70% | 増加 |
| 14 | PRU | Prudential Financial INC | +0.1% | +10.16% | 増加 |
| 15 | STX | Seagate Technology Holdings plc | +0.1% | +57.36% | 増加 |
| 16 | CSCO | Cisco Systems INC | +0.1% | +10.74% | 増加 |
| 17 | CBRE | Cbre Group INC - A | +0.1% | +1.75% | 増加 |
| 18 | AEP | American Electric Power Company, Inc. | +0.1% | +9.08% | 増加 |
| 19 | JNJ | Johnson & Johnson | +0.1% | +5.81% | 増加 |
| 20 | MRSH | Marsh & Mclennan Cos | -0.2% | -60.74% | 減少 |
| 21 | VFC | Vf CORP | -0.2% | -44.07% | 減少 |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | -59.11% | 減少 |
| 23 | APD | Air Products & Chemicals INC | -0.2% | -47.40% | 減少 |
| 24 | MUR | Murphy Oil CORP | -0.2% | -85.78% | 減少 |
| 25 | WYNN | Wynn Resorts LTD | -0.2% | -62.28% | 減少 |
| 26 | EXC | Exelon CORP | -0.3% | -76.74% | 減少 |
| 27 | ✓ | Altera CORP | -0.3% | -82.19% | 減少 |
| 28 | WFC | Wells Fargo & Co | -0.3% | -16.68% | 減少 |
| 29 | TBT | Proshares Ultrashort 20+y Tr | -0.3% | +6.82% | 増加 |
| 30 | ✓ | Time Warner Cable INC | -0.3% | -76.11% | 減少 |
| 31 | TGT | Target CORP | -0.3% | -49.60% | 減少 |
| 32 | MDT | Medtronic plc | -0.4% | -81.92% | 減少 |
| 33 | EEM | Ishares Msci Emerging Market | -0.4% | -24.22% | 減少 |
| 34 | CAT | Caterpillar INC | -0.4% | -71.25% | 減少 |
| 35 | DUK | Du Pont E I De Nemour&Co | -0.4% | -29.97% | 減少 |
| 36 | ✓ | Directv | -0.5% | -89.43% | 減少 |
| 37 | ORCL | Oracle CORP | -0.7% | -71.63% | 減少 |
| 38 | FLRN | Ss Spdr Bb Ig Float Rt ETF | — | NEW | 新規購入 |
| 39 | MHK | Mohawk Industries INC | — | NEW | 新規購入 |
| 40 | ✓ | — | NEW | 新規購入 | |
| 41 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 42 | IP | International Paper Co | — | NEW | 新規購入 |
| 43 | EBAY | Ebay INC | — | NEW | 新規購入 |
| 44 | F | Ford Motor Co | — | NEW | 新規購入 |
| 45 | FFIV | F5 INC | — | EXIT | 全売却 |
| 46 | SYMCEUR | Symantec CORP | — | NEW | 新規購入 |
| 47 | BEN | Franklin Resources INC | — | NEW | 新規購入 |
| 48 | ✓ | Airgas INC | — | NEW | 新規購入 |
| 49 | SLM | Slm CORP | — | EXIT | 全売却 |
| 50 | CAG | Conagra Brands INC | — | NEW | 新規購入 |