CIK: 0001082020
申告総資産額
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上位200銘柄を表示中(全212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 | 7.00% | -7.07% | EXIT | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.60% | -8.17% | EXIT | |
| 3 | ✓ | Exxon Mobil Corporation | 株式-その他 | 2.68% | — | +2.18% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.42% | -6.19% | EXIT | |
| 5 | UTXZ | United Tech CORP | 株式-その他 | 2.33% | — | -0.79% | |
| 6 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.04% | — | -0.80% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.96% | -1.81% | EXIT | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.82% | -1.08% | EXIT | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.76% | -1.65% | EXIT | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.71% | -1.44% | EXIT | |
| 11 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.65% | -0.53% | EXIT | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.54% | -0.92% | EXIT | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.54% | — | +5.14% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 1.50% | -0.50% | EXIT | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.44% | -1.55% | EXIT | |
| 16 | ✓ | AT & T, Inc. New | 株式-その他 | 1.18% | — | +1.22% | |
| 17 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.15% | — | -1.64% | |
| 18 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.13% | -1.38% | EXIT | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.13% | -1.01% | EXIT | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.11% | -0.64% | EXIT | |
| 21 | ✓ | Select Sector Spdr Tr | 株式-その他 | 1.09% | — | -5.44% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 1.06% | -0.67% | EXIT | |
| 23 | MMM | 3m Co | 株式-資本財 | 1.04% | — | +13.01% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | -1.09% | EXIT | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.00% | -0.68% | EXIT | |
| 26 | SLB | Slb LTD | 株式-エネルギー | 1.00% | — | +1.66% | |
| 27 | AXP | American Express Co | 株式-金融 | 0.98% | -0.61% | EXIT | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.96% | -1.19% | EXIT | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.96% | -1.31% | EXIT | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.93% | -1.06% | EXIT | |
| 31 | ADP | Automatic Data Processing | 株式-IT | 0.92% | -0.59% | EXIT | |
| 32 | ✓ | 株式-その他 | 0.89% | — | -1.44% | ||
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.87% | — | — | |
| 34 | IDV | Ishares International Select | ETF-その他 | 0.85% | — | — | |
| 35 | USB | US Bancorp | 株式-金融 | 0.84% | — | -11.23% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.80% | — | -9.22% | |
| 37 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.79% | -0.67% | EXIT | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.78% | -0.70% | EXIT | |
| 39 | SUB | Ishares Short-term National | ETF-その他 | 0.75% | -1.46% | EXIT | |
| 40 | AXP | American Express Company | 株式-金融 | 0.72% | — | -4.87% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | -0.48% | EXIT | |
| 42 | ✓ | Oracle Corporation | 株式-その他 | 0.70% | — | -29.43% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.67% | -1.35% | EXIT | |
| 44 | GT | Goodyear Tire & Rubber Co | 株式-一般消費財 | 0.66% | — | -2.14% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.66% | -0.60% | EXIT | |
| 46 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.65% | — | +0.75% | |
| 47 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.65% | -1.25% | EXIT | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.65% | — | +3.43% | |
| 49 | GBF | Ishares Government/credit Bo | ETF-政府公債 | 0.64% | — | -11.81% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.64% | — | +3.63% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LOW | Lowe's Cos INC | +0.4% | -0.08% | 減少 |
| 2 | AAPL | Apple INC | +0.3% | +4.43% | 増加 |
| 3 | DAL | Delta Air Lines INC | +0.2% | +273.43% | 増加 |
| 4 | IWM | Ishares Russell 2000 ETF | +0.1% | +5.80% | 増加 |
| 5 | EFA | Ishares Msci Eafe ETF | +0.1% | +3.90% | 増加 |
| 6 | CVS | Cvs Health CORP | +0.1% | +2.82% | 増加 |
| 7 | ✓ | +0.1% | -1.44% | 減少 | |
| 8 | MMM | 3m Co | +0.1% | +13.01% | 増加 |
| 9 | DIS | Walt Disney Co/the | +0.1% | -1.77% | 減少 |
| 10 | PFE | Pfizer INC | +0.1% | +0.91% | 増加 |
| 11 | HD | Home Depot INC | +0.1% | +4.86% | 増加 |
| 12 | WBA | Walgreens Boots Alliance INC | +0.1% | +26.02% | 増加 |
| 13 | TRV | Travelers Cos Inc/the | +0.1% | +17.43% | 増加 |
| 14 | MS | Morgan Stanley | +0.1% | +51.52% | 増加 |
| 15 | FDX | Fedex CORP | +0.1% | +35.77% | 増加 |
| 16 | GOOG | Alphabet A | +0.1% | +9.57% | 増加 |
| 17 | CLX | Clorox Company | +0.1% | +46.83% | 増加 |
| 18 | TJX | Tjx Companies INC | +0.1% | +8.66% | 増加 |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +6.98% | 増加 |
| 20 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +61.80% | 増加 |
| 21 | ADP | Automatic Data Processing | +0.1% | +4.64% | 増加 |
| 22 | STX | Seagate Technology Holdings plc | -0.1% | -47.06% | 減少 |
| 23 | MSFT | Microsoft CORP | -0.1% | +0.29% | 増加 |
| 24 | HPE | Hewlett-Packard Company | -0.1% | -0.44% | 減少 |
| 25 | HDV | Ishares Core High Dividend E | -0.1% | -12.13% | 減少 |
| 26 | XLI | Ss Industrial Select Sector | -0.1% | -20.88% | 減少 |
| 27 | GBF | Ishares Government/credit Bo | -0.1% | -11.81% | 減少 |
| 28 | ✓ | -0.1% | +0.18% | 増加 | |
| 29 | ✓ | Select Sector Spdr Tr | -0.1% | -5.44% | 減少 |
| 30 | DFSEUR | Discover Financial Services | -0.1% | -4.59% | 減少 |
| 31 | GVI | Ishares Intermediate Governm | -0.1% | -8.64% | 減少 |
| 32 | USB | US Bancorp | -0.2% | -11.23% | 減少 |
| 33 | QCOM | Qualcomm INC | -0.2% | -9.22% | 減少 |
| 34 | PG | Procter & Gamble Co/the | -0.2% | +1.20% | 増加 |
| 35 | ✓ | Exxon Mobil Corporation | -0.2% | +2.18% | 増加 |
| 36 | JNJ | Johnson & Johnson | -0.3% | -9.83% | 減少 |
| 37 | AFL | Aflac INC | -0.3% | -44.48% | 減少 |
| 38 | AXP | American Express Co | -0.3% | -9.36% | 減少 |
| 39 | ✓ | Oracle Corporation | -0.4% | -29.43% | 減少 |
| 40 | CELG | Celgene CORP | — | NEW | 新規購入 |
| 41 | ✓ | — | NEW | 新規購入 | |
| 42 | BEN | Franklin Resources INC | — | NEW | 新規購入 |
| 43 | NSUSD | Nustar Energy LP | — | EXIT | 全売却 |
| 44 | MDT | Medtronic plc | — | NEW | 新規購入 |
| 45 | MDT | Medtronic plc | — | EXIT | 全売却 |
| 46 | TEL | TE Connectivity plc | — | NEW | 新規購入 |
| 47 | SCHG | Schwab US Large-cap Growth | — | NEW | 新規購入 |
| 48 | XRAY | DENTSPLY SIRONA Inc. | — | NEW | 新規購入 |
| 49 | GAL | Ss Global Allocation ETF | — | NEW | 新規購入 |
| 50 | SCHV | Schwab US Large-cap Value | — | NEW | 新規購入 |