CIK: 0001082020
申告総資産額
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上位200銘柄を表示中(全270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 | 6.68% | -7.07% | EXIT | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.58% | -5.74% | EXIT | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.54% | -8.17% | EXIT | |
| 4 | AAPL | Apple INC | 株式-IT | 2.56% | -6.19% | EXIT | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.22% | -1.65% | EXIT | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.99% | -1.81% | EXIT | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.91% | -0.59% | EXIT | |
| 8 | UTXZ | United Tech CORP | 株式-その他 | 1.76% | — | -0.76% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.74% | -1.44% | EXIT | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.40% | -1.31% | EXIT | |
| 11 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.33% | -1.38% | EXIT | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.29% | -1.08% | EXIT | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.20% | -1.55% | EXIT | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.17% | -1.09% | EXIT | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.14% | — | -2.27% | |
| 16 | XLF | Ss Financial Select Sector | ETF-その他 | 1.08% | -0.78% | EXIT | |
| 17 | MMM | 3m Co | 株式-資本財 | 1.07% | — | -7.98% | |
| 18 | T | At&t INC | 株式-通信サービス | 1.03% | -0.59% | EXIT | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.01% | -1.01% | EXIT | |
| 20 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.01% | -1.06% | EXIT | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.00% | -0.64% | EXIT | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.00% | -1.35% | EXIT | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.97% | -1.19% | EXIT | |
| 24 | ✓ | 株式-その他 | 0.96% | — | -8.54% | ||
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.96% | -0.92% | EXIT | |
| 26 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.95% | -1.25% | EXIT | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.88% | -0.68% | EXIT | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.87% | -0.50% | EXIT | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.79% | -1.61% | EXIT | |
| 30 | ADP | Automatic Data Processing | 株式-IT | 0.78% | -0.59% | EXIT | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.78% | -0.67% | EXIT | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | -0.84% | EXIT | |
| 33 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.76% | — | -11.72% | |
| 34 | PM | Philip Morris International | 株式-生活必需品 | 0.74% | — | +4.52% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.74% | -0.89% | EXIT | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.71% | -1.31% | EXIT | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.70% | — | -8.95% | |
| 38 | AXP | American Express Co | 株式-金融 | 0.68% | -0.61% | EXIT | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | -0.73% | EXIT | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.66% | — | -0.01% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.66% | — | +3.41% | |
| 42 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.65% | -0.53% | EXIT | |
| 43 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.64% | — | — | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.60% | -0.93% | EXIT | |
| 45 | TXN | Texas Instruments INC | 株式-IT | 0.60% | -0.60% | EXIT | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.60% | -0.50% | EXIT | |
| 47 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.57% | -0.67% | EXIT | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.54% | -0.70% | EXIT | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | -0.48% | EXIT | |
| 50 | SUB | Ishares Short-term National | ETF-その他 | 0.52% | -1.46% | EXIT |
| # | 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 | +0.6% | -0.47% | 減少 |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +34.74% | 増加 |
| 3 | MO | Altria Group INC | +0.1% | +36.54% | 増加 |
| 4 | XLF | Ss Financial Select Sector | +0.1% | +8.27% | 増加 |
| 5 | INTC | Intel CORP | +0.1% | +3.41% | 増加 |
| 6 | AMLPUSD | Alerian Mlp ETF | +0.1% | +143.08% | 増加 |
| 7 | WMT | Walmart INC | +0.1% | -2.93% | 減少 |
| 8 | HD | Home Depot INC | +0.1% | -3.65% | 減少 |
| 9 | IEMG | Ishares Core Msci Emerging | +0.1% | +41.31% | 増加 |
| 10 | AAPL | Apple INC | +0.1% | -1.34% | 減少 |
| 11 | EFA | Ishares Msci Eafe ETF | +0.1% | +6.31% | 増加 |
| 12 | MUB | Ishares National Muni Bond E | +0.1% | +15.46% | 増加 |
| 13 | MSFT | Microsoft CORP | +0.1% | +0.46% | 増加 |
| 14 | ✓ | Powershares Qqq Trust Ser 1 | +0.1% | +29.64% | 増加 |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +1.00% | 増加 |
| 16 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +7.41% | 増加 |
| 17 | TXN | Texas Instruments INC | +0.1% | -0.96% | 減少 |
| 18 | SCHW | Schwab (charles) CORP | +0.1% | -0.14% | 減少 |
| 19 | CSCO | Cisco Systems INC | +0.1% | +3.89% | 増加 |
| 20 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +52.02% | 増加 |
| 21 | AMZN | Amazon.com INC | +0.1% | +16.27% | 増加 |
| 22 | UTXZ | United Tech CORP | 0% | -0.76% | 減少 |
| 23 | JPM | Jpmorgan Chase & Co | 0% | -1.88% | 減少 |
| 24 | XLY | Ss Consumer Disc Select Sect | 0% | +9.83% | 増加 |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | 0% | +32.44% | 増加 |
| 26 | XLK | Ss Technology Select Sector | 0% | +1.12% | 増加 |
| 27 | ABBV | Abbvie INC | 0% | +3.58% | 増加 |
| 28 | COST | Costco Wholesale CORP | 0% | +2.51% | 増加 |
| 29 | IEFA | Ishares Core Msci Eafe ETF | 0% | +23.12% | 増加 |
| 30 | MCD | Mcdonald's CORP | 0% | -0.55% | 減少 |
| 31 | IWM | Ishares Russell 2000 ETF | 0% | +3.53% | 増加 |
| 32 | GVI | Ishares Intermediate Governm | 0% | +7.99% | 増加 |
| 33 | EEM | Ishares Msci Emerging Market | 0% | +1.94% | 増加 |
| 34 | DIS | Walt Disney Co/the | 0% | -2.26% | 減少 |
| 35 | AXP | American Express Co | 0% | -1.41% | 減少 |
| 36 | PEP | Pepsico INC | — | -0.66% | 減少 |
| 37 | IGIB | Ishares 5-10y Inv Grade CORP | — | +6.81% | 増加 |
| 38 | JNJ | Johnson & Johnson | 0% | -2.50% | 減少 |
| 39 | C | Citigroup INC | -0.1% | -35.81% | 減少 |
| 40 | MRK | Merck & Co. INC. | -0.1% | -0.27% | 減少 |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -3.25% | 減少 |
| 42 | GILD | Gilead Sciences INC | -0.1% | -11.75% | 減少 |
| 43 | CELG | Celgene CORP | -0.2% | -17.56% | 減少 |
| 44 | SUB | Ishares Short-term National | -0.2% | -24.62% | 減少 |
| 45 | CVS | Cvs Health CORP | -0.3% | -16.65% | 減少 |
| 46 | AEP | American Electric Power Company, Inc. | -0.5% | -11.72% | 減少 |
| 47 | DD | DuPont de Nemours, Inc. | — | NEW | 新規購入 |
| 48 | IWV | Ishares Russell 3000 ETF | — | NEW | 新規購入 |
| 49 | ✓ | Xl Group LTD Com | — | EXIT | 全売却 |
| 50 | MGC | Vanguard Mega Cap ETF | — | NEW | 新規購入 |