CIK: 0001085867
申告総資産額
$4.3億
上位200銘柄を表示中（全441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 | ZD | Ziff Davis INC | 株式-その他 | 9.04% | +1.14% | +238.23% | |
| 2 | PFF | Ishares Preferred & Income S | ETF-その他 | 4.44% | -0.13% | — | |
| 3 | CELG | Celgene CORP | 株式-その他 | 3.39% | — | -0.18% | |
| 4 | PFE | Pfizer INC | 株式-ヘルスケア | 2.28% | — | -0.10% | |
| 5 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.28% | — | — | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.93% | +0.08% | — | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.89% | -1.00% | +3.81% | |
| 8 | INTC | Intel CORP | 株式-IT | 1.88% | — | -3.59% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.87% | +0.29% | +4.06% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.82% | +0.09% | — | |
| 11 | T | At&t INC | 株式-通信サービス | 1.71% | — | -0.14% | |
| 12 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.67% | — | +0.62% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.59% | — | -12.45% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.57% | -0.37% | +0.23% | |
| 15 | MET | Metlife INC | 株式-金融 | 1.44% | — | +2.43% | |
| 16 | BCRUSD | Cr Bard INC | 株式-その他 | 1.43% | — | — | |
| 17 | GLW | Corning INC | 株式-IT | 1.36% | +0.38% | -0.45% | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.32% | — | — | |
| 19 | BA | Boeing Co/the | 株式-資本財 | 1.26% | — | — | |
| 20 | AAL | American Airlines Group INC | 株式-資本財 | 1.18% | — | — | |
| 21 | MMM | 3m Co | 株式-資本財 | 1.11% | — | — | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.04% | +0.06% | — | |
| 23 | DOW | Dow Chem Co | 株式-素材 | 1.00% | — | -3.69% | |
| 24 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.99% | — | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.97% | +1.08% | -1.46% | |
| 26 | PMO | Putnam Municipal Oppor | 株式-その他 | 0.96% | — | +18.35% | |
| 27 | F | Ford Motor Co | 株式-一般消費財 | 0.95% | — | -0.40% | |
| 28 | JEF | Jefferies Group LLC | 株式-金融 | 0.95% | — | -54.53% | |
| 29 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.95% | — | — | |
| 30 | CKH 3 11-15-28 | Seacor Holdings INC | 株式-その他 | 0.87% | — | — | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 0.85% | — | — | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.84% | — | — | |
| 33 | ✓ | 株式-その他 | 0.79% | — | — | ||
| 34 | AA | Alcoa INC Com | 株式-素材 | 0.78% | — | +1.75% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.75% | — | — | |
| 36 | WTM | White Mountains Insurance Group, Ltd. | 株式-金融 | 0.73% | — | — | |
| 37 | DVN | Devon Energy CORP | 株式-エネルギー | 0.73% | — | +6.64% | |
| 38 | ✓ | Oncomed Pharmaceuticals INC | 株式-その他 | 0.71% | — | -0.21% | |
| 39 | COP | Conocophillips | 株式-エネルギー | 0.67% | +0.05% | — | |
| 40 | EMR | Emerson Electric Co | 株式-資本財 | 0.66% | — | — | |
| 41 | JCPB | JPMorgan Core Plus Bond ETF | ETF-その他 | 0.65% | — | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | — | |
| 43 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.59% | — | — | |
| 44 | ALL | Allstate CORP | 株式-金融 | 0.59% | — | — | |
| 45 | TPR | Tapestry, Inc. | 株式-一般消費財 | 0.58% | — | -9.09% | |
| 46 | XONUSD | Intrexon CORP | 株式-その他 | 0.57% | — | -0.71% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.57% | — | — | |
| 48 | ✓ | 株式-その他 | 0.55% | — | — | ||
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.53% | — | — | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.51% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ZD | Ziff Davis INC | +6.4% | +238.23% | 増加 |
| 2 | META | Meta Platforms Inc-class A | +0.5% | +7025.00% | 増加 |
| 3 | MSFT | Microsoft CORP | +0.3% | +3.81% | 増加 |
| 4 | AEP | American Electric Power Company, Inc. | +0.2% | — | 変化なし |
| 5 | R6C2 | Royal Dutch Shell-spon Adr-b | +0.1% | +58.54% | 増加 |
| 6 | ✓ | Oncomed Pharmaceuticals INC | +0.1% | -0.21% | 減少 |
| 7 | PMO | Putnam Municipal Oppor | +0.1% | +18.35% | 増加 |
| 8 | M | Macy's INC | +0.1% | +103.27% | 増加 |
| 9 | ✓ | Whiting Petroleum Corp. | +0.1% | +148.69% | 増加 |
| 10 | ✓ | +0.1% | +46.91% | 増加 | |
| 11 | DUK | Du Pont E I De Nemour&Co | +0.1% | -5.70% | 減少 |
| 12 | SDS | ProShares UltraShort S&P500 | +0.1% | +51.43% | 増加 |
| 13 | KMB | Kimberly-clark CORP | 0% | — | 変化なし |
| 14 | ✓ | Call - ZION $36.27 Exp 11/14/2018 | 0% | +27.22% | 増加 |
| 15 | DOW | Dow Chem Co | 0% | -3.69% | 減少 |
| 16 | BA | Boeing Co/the | 0% | — | 変化なし |
| 17 | INTC | Intel CORP | 0% | -3.59% | 減少 |
| 18 | JNJ | Johnson & Johnson | -0.1% | — | 変化なし |
| 19 | AAL | American Airlines Group INC | -0.1% | — | 変化なし |
| 20 | KO | Coca-cola Co/the | -0.1% | — | 変化なし |
| 21 | CELG | Celgene CORP | -0.1% | -0.18% | 減少 |
| 22 | GLW | Corning INC | -0.1% | -0.45% | 減少 |
| 23 | KMI | Kinder Morgan INC | -0.1% | -94.40% | 減少 |
| 24 | NBR | Nabors Industries Ltd. | -0.1% | -45.02% | 減少 |
| 25 | T | At&t INC | -0.1% | -0.14% | 減少 |
| 26 | NE | Noble Corporation plc | -0.1% | -33.06% | 減少 |
| 27 | APC3EUR | Anadarko Petroleum CORP | -0.1% | — | 変化なし |
| 28 | XOM | Exxon Mobil CORP | -0.1% | — | 変化なし |
| 29 | ✓ | -0.2% | +3.14% | 増加 | |
| 30 | TVIA 5 10-01-19 | Terravia Holdings INC | -0.2% | — | 変化なし |
| 31 | BP | Bp Plc-spons Adr | -0.2% | -38.73% | 減少 |
| 32 | FEYECHF | Mandiant INC | -0.2% | -69.62% | 減少 |
| 33 | KMI | Kinder Morgan, Inc. | -0.3% | -72.71% | 減少 |
| 34 | DVY | Ishares Select Dividend ETF | -0.4% | -12.45% | 減少 |
| 35 | JEF | Jefferies Group LLC | -1.5% | -54.53% | 減少 |
| 36 | JCPB | JPMorgan Core Plus Bond ETF | — | NEW | 新規購入 |
| 37 | TRV | Travelers Cos Inc/the | — | NEW | 新規購入 |
| 38 | EXE 2.75 11-15-35 | Chesapeake Energy CORP | — | EXIT | 全売却 |
| 39 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 40 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 41 | ✓ | Google INC Class C | — | EXIT | 全売却 |
| 42 | VYX | Ncr Voyix CORP | — | NEW | 新規購入 |
| 43 | GOOG | Alphabet A | — | EXIT | 全売却 |
| 44 | RIG | Transocean Ltd. | — | NEW | 新規購入 |
| 45 | KMI 9.75 10-26-18 A | Kinder Morgan Inc/delawa | — | NEW | 新規購入 |
| 46 | NWLIEUR | National Western Life Grou-a | — | NEW | 新規購入 |
| 47 | ✓ | National Western | — | EXIT | 全売却 |
| 48 | WY | Weyerhaeuser Co | — | NEW | 新規購入 |
| 49 | ✓ | Level 3 Communications INC | — | EXIT | 全売却 |
| 50 | ✓ | Yahoo INC | — | NEW | 新規購入 |