CIK: 0001074266
申告総資産額
$11.2億
上位200銘柄を表示中（全241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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.37% | +0.01% | +3.19% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.00% | — | +12.88% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.67% | — | -0.20% | |
| 4 | FISI | Financial Institutions INC | 株式-その他 | 2.62% | — | -3.23% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.57% | +0.15% | +0.59% | |
| 6 | UTXZ | United Tech CORP | 株式-その他 | 2.32% | — | +26.75% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.30% | — | +0.80% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.06% | — | +13.38% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.01% | — | +6.01% | |
| 10 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.98% | -0.04% | +61.74% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.79% | — | +4.04% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.77% | -0.04% | +0.59% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.68% | -0.07% | +0.71% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.66% | -0.52% | -0.67% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.53% | — | -2.92% | |
| 16 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.51% | — | +1.99% | |
| 17 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.40% | — | +2.78% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.31% | — | -0.51% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.28% | — | -1.04% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.26% | — | +13.27% | |
| 21 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.20% | — | — | |
| 22 | PAYX | Paychex INC | 株式-IT | 1.18% | -0.08% | -0.84% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 1.17% | -0.06% | +6.83% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.14% | — | +8.84% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 1.10% | -0.57% | +1.54% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.04% | +0.17% | +14.16% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 1.03% | — | +6.05% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.98% | — | +17.38% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.96% | — | +6.21% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.93% | -0.04% | -1.34% | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.92% | — | -5.26% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.85% | — | +0.46% | |
| 33 | MMM | 3m Co | 株式-資本財 | 0.81% | — | -0.57% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.75% | — | -1.77% | |
| 35 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.75% | — | +1.49% | |
| 36 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.73% | — | +8.19% | |
| 37 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.73% | — | +2.02% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.72% | — | -1.51% | |
| 39 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.72% | — | -3.30% | |
| 40 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.70% | +0.08% | +0.87% | |
| 41 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.69% | — | -0.02% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.68% | — | +1.05% | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.67% | — | +0.36% | |
| 44 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.64% | — | +13.46% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.63% | — | +9.87% | |
| 46 | FISI 8.48 PERP B-1 | Financial Institutions I | 株式-その他 | 0.63% | -0.12% | EXIT | |
| 47 | SLB | Slb LTD | 株式-エネルギー | 0.61% | — | -6.44% | |
| 48 | SNA | Snap-on INC | 株式-資本財 | 0.59% | — | +8.11% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.59% | — | +10.40% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.57% | — | -2.78% |