CIK: 0001082020
申告総資産額
—
上位200銘柄を表示中(全207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 | LOW | Lowe's Cos INC | 株式-一般消費財 | 4.53% | -7.07% | EXIT | |
| 2 | BEN | Franklin Resources INC | 株式-金融 | 3.54% | — | +0.15% | |
| 3 | ✓ | Exxon Mobil Corporation | 株式-その他 | 3.33% | — | +1.63% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.84% | -8.17% | EXIT | |
| 5 | UTXZ | United Tech CORP | 株式-その他 | 2.51% | — | -1.09% | |
| 6 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.19% | — | +8.47% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.01% | -1.65% | EXIT | |
| 8 | IBM | Intl Business Machines CORP | 株式-IT | 1.99% | -0.50% | EXIT | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.98% | -1.44% | EXIT | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 1.90% | — | +2.25% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.81% | -1.81% | EXIT | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.81% | -1.08% | EXIT | |
| 13 | AXP | American Express Co | 株式-金融 | 1.62% | -0.61% | EXIT | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.38% | -0.64% | EXIT | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.37% | -0.92% | EXIT | |
| 16 | IDV | Ishares International Select | ETF-その他 | 1.35% | — | +7.69% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.33% | -1.55% | EXIT | |
| 18 | AAPL | Apple INC | 株式-IT | 1.32% | -6.19% | EXIT | |
| 19 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.30% | -0.53% | EXIT | |
| 20 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.30% | -1.38% | EXIT | |
| 21 | ✓ | Select Sector Spdr Tr | 株式-その他 | 1.28% | — | -1.37% | |
| 22 | ✓ | AT & T, Inc. New | 株式-その他 | 1.24% | — | -1.01% | |
| 23 | SLB | Slb LTD | 株式-エネルギー | 1.23% | — | +8.27% | |
| 24 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.20% | — | +13.12% | |
| 25 | USB | US Bancorp | 株式-金融 | 1.12% | — | -0.61% | |
| 26 | AFL | Aflac INC | 株式-金融 | 1.11% | — | -1.10% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 1.07% | -0.67% | EXIT | |
| 28 | ✓ | Oracle Corporation | 株式-その他 | 1.05% | — | -1.93% | |
| 29 | SUB | Ishares Short-term National | ETF-その他 | 1.02% | -1.46% | EXIT | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.02% | -1.09% | EXIT | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 1.01% | — | +5.39% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.00% | -1.01% | EXIT | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.98% | -0.68% | EXIT | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.94% | -1.19% | EXIT | |
| 35 | MMM | 3m Co | 株式-資本財 | 0.89% | — | +10.89% | |
| 36 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.87% | — | -1.60% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.85% | — | +14.71% | |
| 38 | GT | Goodyear Tire & Rubber Co | 株式-一般消費財 | 0.85% | — | -9.00% | |
| 39 | ADP | Automatic Data Processing | 株式-IT | 0.80% | -0.59% | EXIT | |
| 40 | ✓ | Powershares | 株式-その他 | 0.79% | — | +0.20% | |
| 41 | ✓ | 株式-その他 | 0.76% | — | +0.41% | ||
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.74% | -0.48% | EXIT | |
| 43 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.73% | -1.06% | EXIT | |
| 44 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.72% | -0.67% | EXIT | |
| 45 | GBF | Ishares Government/credit Bo | ETF-政府公債 | 0.72% | — | -8.82% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.71% | — | — | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | -0.60% | EXIT | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | -1.31% | EXIT | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.64% | — | -1.32% | |
| 50 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.61% | — | -13.23% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +0.3% | +18.70% | 増加 |
| 2 | XLI | Ss Industrial Select Sector | +0.2% | +260.44% | 増加 |
| 3 | JNJ | Johnson & Johnson | +0.2% | +432.93% | 増加 |
| 4 | JNJ | Johnson & Johnson | +0.2% | +6.68% | 増加 |
| 5 | AAPL | Apple INC | +0.2% | +25.02% | 増加 |
| 6 | ETN | Eaton Corporation plc | +0.2% | +357.56% | 増加 |
| 7 | SLB | Slb LTD | +0.1% | +8.27% | 増加 |
| 8 | XLV | Ss Health Care Select Sector | +0.1% | +118.27% | 増加 |
| 9 | WFC | Wells Fargo & Co | +0.1% | +58.47% | 増加 |
| 10 | HDV | Ishares Core High Dividend E | +0.1% | +13.12% | 増加 |
| 11 | EFA | Ishares Msci Eafe ETF | +0.1% | +10.17% | 増加 |
| 12 | CAT | Caterpillar INC | +0.1% | +46.92% | 増加 |
| 13 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +14.71% | 増加 |
| 14 | EMR | Emerson Electric Co | +0.1% | +24.85% | 増加 |
| 15 | ✓ | Cisco Systems, Inc. | +0.1% | +41.19% | 増加 |
| 16 | BA | Boeing Co/the | +0.1% | +71.64% | 増加 |
| 17 | QCOM | Qualcomm INC | +0.1% | +5.39% | 増加 |
| 18 | MRK | Merck & Co. INC. | +0.1% | +1.82% | 増加 |
| 19 | ✓ | +0.1% | +11.00% | 増加 | |
| 20 | SYK | Stryker CORP | +0.1% | +27.81% | 増加 |
| 21 | LLY | Eli Lilly & Co | +0.1% | +34.19% | 増加 |
| 22 | ✓ | Ingersoll Rand Inc. | +0.1% | +52.25% | 増加 |
| 23 | IVV | Ishares Core S&p 500 ETF | +0.1% | +5.79% | 増加 |
| 24 | IDV | Ishares International Select | +0.1% | +7.69% | 増加 |
| 25 | HPE | Hewlett-Packard Company | +0.1% | +14.82% | 増加 |
| 26 | GD | General Dynamics CORP | 0% | +1.17% | 増加 |
| 27 | ✓ | 0% | +0.41% | 増加 | |
| 28 | MMM | 3m Co | 0% | +10.89% | 増加 |
| 29 | CVS | Cvs Health CORP | 0% | +1.32% | 増加 |
| 30 | USB | US Bancorp | 0% | -0.61% | 減少 |
| 31 | ✓ | PIMCO Dynamic Income Fund | -0.1% | -14.35% | 減少 |
| 32 | GBF | Ishares Government/credit Bo | -0.1% | -8.82% | 減少 |
| 33 | USIG | Ishares Broad Usd Investment | -0.1% | -13.23% | 減少 |
| 34 | GILD | Gilead Sciences INC | -0.1% | -1.60% | 減少 |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | -7.61% | 減少 |
| 36 | AFL | Aflac INC | -0.1% | -1.10% | 減少 |
| 37 | AXP | American Express Co | -0.2% | -3.44% | 減少 |
| 38 | DHR | Danaher CORP | -0.2% | -21.68% | 減少 |
| 39 | ✓ | Exxon Mobil Corporation | -0.2% | +1.63% | 増加 |
| 40 | XLB | Ss Materials Select Sector | -0.3% | -30.27% | 減少 |
| 41 | LOW | Lowe's Cos INC | -0.3% | +0.04% | 増加 |
| 42 | BEN | Franklin Resources INC | -0.4% | +0.15% | 増加 |
| 43 | EMN | Eastman Chemical Co | — | NEW | 新規購入 |
| 44 | DFSEUR | Discover Financial Services | — | NEW | 新規購入 |
| 45 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新規購入 |
| 46 | ✓ | MetLife, Inc. | — | NEW | 新規購入 |
| 47 | MCK | Mckesson CORP | — | NEW | 新規購入 |
| 48 | VPU | Vanguard Utilities ETF | — | NEW | 新規購入 |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | 新規購入 |
| 50 | FCX | Freeport-mcmoran INC | — | NEW | 新規購入 |