CIK: 0001082020
申告総資産額
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上位200銘柄を表示中(全218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 | 4.21% | -7.07% | EXIT | |
| 2 | BEN | Franklin Resources INC | 株式-金融 | 3.60% | — | -0.08% | |
| 3 | ✓ | Exxon Mobil Corporation | 株式-その他 | 3.15% | — | -3.64% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.92% | -8.17% | EXIT | |
| 5 | UTXZ | United Tech CORP | 株式-その他 | 2.29% | — | -3.03% | |
| 6 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.12% | — | +0.11% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.07% | -1.65% | EXIT | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.97% | -1.44% | EXIT | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.93% | — | -3.01% | |
| 10 | IBM | Intl Business Machines CORP | 株式-IT | 1.81% | -0.50% | EXIT | |
| 11 | AXP | American Express Co | 株式-金融 | 1.76% | -0.61% | EXIT | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.74% | -1.81% | EXIT | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.66% | -1.08% | EXIT | |
| 14 | AAPL | Apple INC | 株式-IT | 1.56% | -6.19% | EXIT | |
| 15 | IDV | Ishares International Select | ETF-その他 | 1.53% | — | +15.10% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.42% | -0.64% | EXIT | |
| 17 | SLB | Slb LTD | 株式-エネルギー | 1.41% | — | -0.87% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.35% | -0.92% | EXIT | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.34% | -1.55% | EXIT | |
| 20 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.28% | — | +6.00% | |
| 21 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.21% | -1.38% | EXIT | |
| 22 | ✓ | Select Sector Spdr Tr | 株式-その他 | 1.20% | — | -3.19% | |
| 23 | ✓ | AT & T, Inc. New | 株式-その他 | 1.20% | — | +0.30% | |
| 24 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.18% | -0.53% | EXIT | |
| 25 | USB | US Bancorp | 株式-金融 | 1.06% | — | -1.26% | |
| 26 | SUB | Ishares Short-term National | ETF-その他 | 1.05% | -1.46% | EXIT | |
| 27 | AFL | Aflac INC | 株式-金融 | 1.02% | — | -1.78% | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.02% | -1.01% | EXIT | |
| 29 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.00% | — | +3.49% | |
| 30 | ✓ | Oracle Corporation | 株式-その他 | 0.97% | — | -1.80% | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 0.95% | — | -1.69% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.93% | -0.68% | EXIT | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.93% | -0.67% | EXIT | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | -1.09% | EXIT | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.89% | — | +5.86% | |
| 36 | MMM | 3m Co | 株式-資本財 | 0.88% | — | -1.58% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.88% | -1.19% | EXIT | |
| 38 | ✓ | 株式-その他 | 0.81% | — | +3.90% | ||
| 39 | ✓ | Powershares | 株式-その他 | 0.79% | — | +4.62% | |
| 40 | ADP | Automatic Data Processing | 株式-IT | 0.75% | -0.59% | EXIT | |
| 41 | GT | Goodyear Tire & Rubber Co | 株式-一般消費財 | 0.73% | — | -14.88% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.69% | — | — | |
| 43 | GBF | Ishares Government/credit Bo | ETF-政府公債 | 0.69% | — | -1.28% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.67% | -1.31% | EXIT | |
| 45 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.67% | -1.06% | EXIT | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.66% | -0.48% | EXIT | |
| 47 | DFSEUR | Discover Financial Services | 株式-その他 | 0.64% | — | +87.62% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | -0.60% | EXIT | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.62% | — | -0.37% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.62% | — | +81.85% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DFSEUR | Discover Financial Services | +0.3% | +87.62% | 増加 |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +81.85% | 増加 |
| 3 | AAPL | Apple INC | +0.2% | +620.48% | 増加 |
| 4 | JNJ | Johnson & Johnson | +0.2% | +93.35% | 増加 |
| 5 | IDV | Ishares International Select | +0.2% | +15.10% | 増加 |
| 6 | SLB | Slb LTD | +0.2% | -0.87% | 減少 |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | +200.00% | 増加 |
| 8 | AXP | American Express Co | +0.1% | +8.24% | 増加 |
| 9 | GILD | Gilead Sciences INC | +0.1% | +3.49% | 増加 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.08% | 増加 |
| 11 | HDV | Ishares Core High Dividend E | +0.1% | +6.00% | 増加 |
| 12 | BEN | Franklin Resources INC | +0.1% | -0.08% | 減少 |
| 13 | EFA | Ishares Msci Eafe ETF | +0.1% | +6.32% | 増加 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +18.76% | 増加 |
| 15 | ✓ | +0.1% | +3.90% | 増加 | |
| 16 | INTC | Intel CORP | +0.1% | -2.48% | 減少 |
| 17 | ✓ | ConocoPhillips | +0.1% | -2.43% | 減少 |
| 18 | EEM | Ishares Msci Emerging Market | 0% | +2.90% | 増加 |
| 19 | VIG | Vanguard Dividend Apprec ETF | 0% | +5.86% | 増加 |
| 20 | CVX | Chevron CORP | 0% | -3.01% | 減少 |
| 21 | SUB | Ishares Short-term National | 0% | +8.00% | 増加 |
| 22 | XLK | Ss Technology Select Sector | 0% | +4.79% | 増加 |
| 23 | KO | Coca-cola Co/the | 0% | -2.91% | 減少 |
| 24 | IWB | Ishares Russell 1000 ETF | 0% | +0.90% | 増加 |
| 25 | JNJ | Johnson & Johnson | 0% | -1.93% | 減少 |
| 26 | GOOG | Alphabet A | -0.1% | +24.43% | 増加 |
| 27 | AXP | American Express Company | -0.1% | -0.78% | 減少 |
| 28 | GD | General Dynamics CORP | -0.1% | -16.86% | 減少 |
| 29 | WMT | Walmart INC | -0.1% | -5.16% | 減少 |
| 30 | JPM | Jpmorgan Chase & Co | -0.1% | +0.14% | 増加 |
| 31 | GT | Goodyear Tire & Rubber Co | -0.1% | -14.88% | 減少 |
| 32 | CVS | Cvs Health CORP | -0.1% | -5.98% | 減少 |
| 33 | PFE | Pfizer INC | -0.1% | -1.31% | 減少 |
| 34 | PG | Procter & Gamble Co/the | -0.2% | -1.17% | 減少 |
| 35 | TJX | Tjx Companies INC | -0.2% | -8.64% | 減少 |
| 36 | IBM | Intl Business Machines CORP | -0.2% | +0.97% | 増加 |
| 37 | UTXZ | United Tech CORP | -0.2% | -3.03% | 減少 |
| 38 | TXN | Texas Instruments INC | -0.2% | -38.77% | 減少 |
| 39 | LOW | Lowe's Cos INC | -0.3% | -0.65% | 減少 |
| 40 | LEG | Leggett & Platt INC | — | NEW | 新規購入 |
| 41 | OIEUR | Owens-illinois INC | — | NEW | 新規購入 |
| 42 | GAP | Gap Inc/the | — | NEW | 新規購入 |
| 43 | GM | General Motors Co | — | NEW | 新規購入 |
| 44 | TXT | Textron INC | — | NEW | 新規購入 |
| 45 | DAL | Delta Air Lines INC | — | NEW | 新規購入 |
| 46 | ✓ | Google INC Class C | — | NEW | 新規購入 |
| 47 | PCAR | Paccar INC | — | NEW | 新規購入 |
| 48 | PNR | Pentair plc | — | EXIT | 全売却 |
| 49 | SCHD | Schwab U.S. Dividend Equity ETF | — | EXIT | 全売却 |
| 50 | EPD | Enterprise Products Partners | — | NEW | 新規購入 |