CIK: 0001383161
申告総資産額
$109.3億
上位200銘柄を表示中（全1367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 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.39% | -0.14% | -23.65% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 1.27% | -0.11% | -15.78% | |
| 3 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.17% | — | +22.30% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.16% | — | +32.36% | |
| 5 | VZ | Verizon Communications INC | 株式-通信サービス | 1.04% | — | -17.72% | |
| 6 | PFE | Pfizer INC | 株式-ヘルスケア | 1.02% | -0.11% | -21.93% | |
| 7 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.00% | — | -28.74% | |
| 8 | T | At&t INC | 株式-通信サービス | 0.91% | — | +20.05% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.90% | — | +12.59% | |
| 10 | AAPL | Apple INC | 株式-IT | 0.89% | — | +14.92% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | — | +76.64% | |
| 12 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.86% | — | -36.79% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.84% | — | -33.68% | |
| 14 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.82% | — | -31.51% | |
| 15 | WFC | Wells Fargo & Co | 株式-金融 | 0.81% | — | -26.39% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.79% | — | +12.30% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 0.78% | — | -37.25% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 0.77% | -0.12% | -28.93% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.76% | — | +122.53% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 0.75% | — | +50.35% | |
| 21 | HON | Honeywell International INC | 株式-資本財 | 0.74% | -0.11% | -41.36% | |
| 22 | INTC | Intel CORP | 株式-IT | 0.71% | — | +21.38% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.69% | — | +11.80% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.68% | — | +23.89% | |
| 25 | UTXZ | United Tech CORP | 株式-その他 | 0.67% | — | +6.94% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.67% | — | +22.36% | |
| 27 | MMM | 3m Co | 株式-資本財 | 0.67% | -0.11% | +2.35% | |
| 28 | PM | Philip Morris International | 株式-生活必需品 | 0.63% | — | -8.73% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | — | -39.28% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.61% | -0.09% | +113.21% | |
| 31 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.59% | — | +7.24% | |
| 32 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.58% | +0.10% | -17.35% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.56% | — | +2.57% | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.54% | — | +8.26% | |
| 35 | MO | Altria Group INC | 株式-生活必需品 | 0.52% | — | +2.46% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.51% | — | +0.15% | |
| 37 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.48% | — | +13.49% | |
| 38 | WM | Waste Management INC | 株式-資本財 | 0.48% | -0.12% | +0.01% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.48% | — | -45.17% | |
| 40 | DUK | Duke Energy CORP | 株式-公益事業 | 0.48% | — | +25.74% | |
| 41 | ACN | Accenture plc | 株式-IT | 0.46% | — | -50.49% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.45% | — | +135.12% | |
| 43 | ENB | Enbridge INC | 株式-エネルギー | 0.44% | — | -46.82% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.43% | — | -49.38% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.42% | +0.23% | +86.85% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | +40.43% | |
| 47 | CCI | Crown Castle INC | 株式-不動産 | 0.40% | — | -42.69% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.40% | — | +10.71% | |
| 49 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.40% | -0.16% | +9.57% | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.40% | — | -37.98% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +122.53% | 増加 |
| 2 | JPM | Jpmorgan Chase & Co | +0.4% | +76.64% | 増加 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +32.36% | 増加 |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +113.21% | 増加 |
| 5 | JNJ | Johnson & Johnson | -0.2% | -23.65% | 減少 |
| 6 | PFE | Pfizer INC | -0.2% | -21.93% | 減少 |
| 7 | ABBV | Abbvie INC | -0.2% | -33.68% | 減少 |
| 8 | GOOG | Alphabet Inc-cl C | -0.3% | -39.28% | 減少 |
| 9 | VZ | Verizon Communications INC | -0.3% | -17.72% | 減少 |
| 10 | UPS | United Parcel Service-cl B | -0.3% | -31.51% | 減少 |
| 11 | GILD | Gilead Sciences INC | -0.3% | -49.77% | 減少 |
| 12 | ZBH | Zimmer Biomet Holdings INC | -0.3% | -65.66% | 減少 |
| 13 | LEN | Lennar Corp-a | -0.3% | -79.50% | 減少 |
| 14 | UL | Unilever PLC | -0.3% | -65.94% | 減少 |
| 15 | ✓ | Delphi Automotive PLC | -0.3% | -75.79% | 減少 |
| 16 | INTU | Intuit INC | -0.3% | -76.88% | 減少 |
| 17 | DISCKUSD | Discovery Inc-c | -0.3% | -77.24% | 減少 |
| 18 | ATVIEUR | Activision Blizzard INC | -0.3% | -78.91% | 減少 |
| 19 | TWXCHF | Time Warner INC | -0.3% | -56.34% | 減少 |
| 20 | RHP | Ryman Hospitality Properties | -0.3% | -79.60% | 減少 |
| 21 | MRK | Merck & Co. INC. | -0.3% | -28.74% | 減少 |
| 22 | ABT | Abbott Laboratories | -0.3% | -36.79% | 減少 |
| 23 | COF | Capital One Financial CORP | -0.3% | -64.49% | 減少 |
| 24 | RHT1EUR | Red Hat INC | -0.3% | -75.14% | 減少 |
| 25 | AKAM | Akamai Technologies INC | -0.3% | -71.74% | 減少 |
| 26 | NVS | Novartis Ag-sponsored Adr | -0.3% | -54.77% | 減少 |
| 27 | IVZ | Invesco Ltd. | -0.3% | -61.94% | 減少 |
| 28 | MXIM | Maxim Integrated Products | -0.3% | -73.57% | 減少 |
| 29 | CSCO | Cisco Systems INC | -0.3% | -28.93% | 減少 |
| 30 | VRSK | Verisk Analytics INC | -0.3% | -79.60% | 減少 |
| 31 | ✓ | -0.3% | -72.82% | 減少 | |
| 32 | PEP | Pepsico INC | -0.4% | -37.25% | 減少 |
| 33 | OMC | Omnicom Group | -0.4% | -52.30% | 減少 |
| 34 | NCLH | Norwegian Cruise Line Holdings Ltd. | -0.4% | -80.50% | 減少 |
| 35 | MD | Pediatrix Medical Group INC | -0.4% | -78.22% | 減少 |
| 36 | ENB | Enbridge INC | -0.4% | -46.82% | 減少 |
| 37 | HON | Honeywell International INC | -0.4% | -41.36% | 減少 |
| 38 | ACN | Accenture plc | -0.4% | -50.49% | 減少 |
| 39 | CBRE | Cbre Group INC - A | -0.4% | -79.00% | 減少 |
| 40 | RHI | Robert Half INC | -0.4% | -75.12% | 減少 |
| 41 | CMCSA | Comcast Corp-class A | -0.4% | -67.77% | 減少 |
| 42 | PHM | Pultegroup INC | -0.4% | -76.66% | 減少 |
| 43 | ✓ | Cbs CORP New | -0.4% | -74.70% | 減少 |
| 44 | SABR | Sabre CORP | -0.4% | -97.04% | 減少 |
| 45 | QCOM | Qualcomm INC | -0.4% | -53.83% | 減少 |
| 46 | HST | Host Hotels & Resorts INC | -0.4% | -93.75% | 減少 |
| 47 | HCA | Hca Healthcare INC | -0.4% | -74.07% | 減少 |
| 48 | DFSEUR | Discover Financial Services | -0.4% | -65.11% | 減少 |
| 49 | ELV | Elevance Health INC | -0.5% | -73.22% | 減少 |
| 50 | GM | General Motors Co | -0.5% | -64.69% | 減少 |