CIK: 0000009634
申告総資産額
$65.4億
上位200銘柄を表示中(全871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 | XOM | Exxon Mobil CORP | 株式-エネルギー | 10.77% | +1.38% | +0.18% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.15% | — | +5.21% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.62% | — | -4.47% | |
| 4 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.58% | — | -0.58% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.35% | -0.28% | +1.85% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.35% | — | -11.61% | |
| 7 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.30% | — | -0.12% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.15% | — | +2.90% | |
| 9 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.11% | — | -2.65% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 1.00% | +0.29% | +2.74% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.96% | — | +1.12% | |
| 12 | 37M | Mrc Global INC | 株式-その他 | 0.96% | — | -30.39% | |
| 13 | OKE | Oneok INC | 株式-エネルギー | 0.89% | +0.10% | +2.15% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | — | -7.19% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.83% | — | -12.67% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.82% | — | +0.22% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.81% | -0.17% | -0.89% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.75% | -0.20% | +1.41% | |
| 19 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 0.75% | — | -4.38% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.74% | -0.14% | +0.20% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.70% | — | +3.78% | |
| 22 | WFC | Wells Fargo & Co | 株式-金融 | 0.68% | — | -22.12% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.68% | -0.65% | +15.77% | |
| 24 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.64% | — | +6.03% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.64% | -0.09% | +4.24% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.64% | — | -6.27% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.62% | — | +2.90% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.62% | — | -5.95% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.62% | +0.10% | +3.93% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.61% | -0.12% | +2.52% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.60% | — | -10.59% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.56% | — | +0.55% | |
| 33 | GOOG | Alphabet A | 株式-通信サービス | 0.53% | — | -18.06% | |
| 34 | COP | Conocophillips | 株式-エネルギー | 0.51% | +0.33% | -4.55% | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.51% | -0.12% | +3.33% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.49% | — | -22.20% | |
| 37 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.49% | — | +1.56% | |
| 38 | TBT | Proshares Ultrashort 20+y Tr | ETF-その他 | 0.46% | — | +49.64% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.46% | -0.14% | -1.17% | |
| 40 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.45% | — | +0.64% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.44% | — | -1.86% | |
| 42 | CELG | Celgene CORP | 株式-その他 | 0.43% | — | -15.37% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.43% | — | -1.65% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.41% | — | -15.15% | |
| 45 | HON | Honeywell International INC | 株式-資本財 | 0.41% | — | -0.61% | |
| 46 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.40% | — | +17.09% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | -0.10% | +7.62% | |
| 48 | UTXZ | United Tech CORP | 株式-その他 | 0.39% | — | +1.72% | |
| 49 | LPI1EUR | Laredo Petroleum INC | 株式-その他 | 0.39% | — | +0.02% | |
| 50 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.39% | — | -1.74% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.9% | +0.18% | 増加 |
| 2 | RDS-A | Shell Plc-spon Adr-a | +0.2% | +103.10% | 増加 |
| 3 | JWNUSD | Nordstrom INC | +0.2% | +226.62% | 増加 |
| 4 | TBT | Proshares Ultrashort 20+y Tr | +0.1% | +49.64% | 増加 |
| 5 | IVZ | Invesco Ltd. | +0.1% | +198.09% | 増加 |
| 6 | AAPL | Apple INC | +0.1% | +1.85% | 増加 |
| 7 | AMZN | Amazon.com INC | +0.1% | +69.64% | 増加 |
| 8 | MSFT | Microsoft CORP | +0.1% | +15.77% | 増加 |
| 9 | TUP | Tupperware Brands CORP | +0.1% | +606.03% | 増加 |
| 10 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +5.21% | 増加 |
| 11 | MCD | Mcdonald's CORP | +0.1% | +40.50% | 増加 |
| 12 | TGT | Target CORP | +0.1% | +56.37% | 増加 |
| 13 | AMGN | Amgen INC | +0.1% | +92.22% | 増加 |
| 14 | CRM | Salesforce INC | +0.1% | +279.52% | 増加 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +156.45% | 増加 |
| 16 | HP | Helmerich & Payne | +0.1% | +153.37% | 増加 |
| 17 | LYB | LyondellBasell Industries N.V. | +0.1% | +309.57% | 増加 |
| 18 | UPS | United Parcel Service-cl B | +0.1% | +155.57% | 増加 |
| 19 | OKE | Oneok INC | +0.1% | +2.15% | 増加 |
| 20 | TEX | Terex CORP | +0.1% | +414.47% | 増加 |
| 21 | ✓ | Powershares Qqq Trust Ser 1 | +0.1% | +17.09% | 増加 |
| 22 | QCOM | Qualcomm INC | +0.1% | +19.31% | 増加 |
| 23 | UNP | Union Pacific CORP | +0.1% | +43.07% | 増加 |
| 24 | BBTUSD | Bb&t CORP | +0.1% | +49.65% | 増加 |
| 25 | AEP | American Electric Power Company, Inc. | +0.1% | -2.65% | 減少 |
| 26 | ABBV | Abbvie INC | +0.1% | +7.62% | 増加 |
| 27 | JPM | Jpmorgan Chase & Co | 0% | -0.89% | 減少 |
| 28 | IJR | Ishares Core S&p Small-cap E | 0% | +3.78% | 増加 |
| 29 | IWF | Ishares Russell 1000 Growth | 0% | +4.24% | 増加 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.12% | 増加 |
| 31 | EFA | Ishares Msci Eafe ETF | — | +2.90% | 増加 |
| 32 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | -0.58% | 減少 |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | 0% | -0.12% | 減少 |
| 34 | CERNCHF | Cerner CORP | -0.1% | -83.11% | 減少 |
| 35 | IAUUSD | Ishares Gold Trust | -0.1% | -29.54% | 減少 |
| 36 | BAX | Baxter International INC | -0.1% | -72.46% | 減少 |
| 37 | MRK | Merck & Co. INC. | -0.2% | -22.20% | 減少 |
| 38 | WFC | Wells Fargo & Co | -0.2% | -22.12% | 減少 |
| 39 | CSCO | Cisco Systems INC | -0.2% | -37.67% | 減少 |
| 40 | YUM | Yum! Brands INC | -0.3% | -71.90% | 減少 |
| 41 | LLY | Eli Lilly & Co | -0.3% | -48.96% | 減少 |
| 42 | 37M | Mrc Global INC | -0.3% | -30.39% | 減少 |
| 43 | ✓ | Barclays Bk PLC | -0.5% | -81.68% | 減少 |
| 44 | CVA1EUR | Covanta Holding CORP | — | EXIT | 全売却 |
| 45 | CYH | Community Health Systems INC | — | NEW | 新規購入 |
| 46 | OC | Owens Corning | — | NEW | 新規購入 |
| 47 | MDC1USD | Mdc Holdings INC | — | NEW | 新規購入 |
| 48 | ✓ | — | NEW | 新規購入 | |
| 49 | AMJEUR | Jpmorgan Alerian Mlp Index | — | EXIT | 全売却 |
| 50 | SWK | Stanley Black & Decker INC | — | EXIT | 全売却 |