CIK: 0000801051
申告総資産額
$30.1億
上位200銘柄を表示中（全570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 | 2.19% | -0.12% | +212.39% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.75% | +0.24% | -0.20% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.65% | +0.09% | +8.12% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.64% | — | +12.86% | |
| 5 | T | At&t INC | 株式-通信サービス | 1.57% | — | +1.23% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.57% | -0.14% | +10.72% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.53% | +0.08% | +1.63% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.52% | -0.23% | +4.11% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.50% | +0.19% | +4.13% | |
| 10 | PFE | Pfizer INC | 株式-ヘルスケア | 1.41% | — | +15.22% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.40% | — | +61.76% | |
| 12 | INTC | Intel CORP | 株式-IT | 1.39% | — | -1.82% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.37% | +0.09% | +1.02% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.35% | — | +2310.19% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 1.34% | +0.07% | +8.25% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.34% | — | +6.78% | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 1.26% | +0.10% | +4.12% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.23% | +0.06% | +4.30% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.21% | — | -0.62% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.14% | — | +485.33% | |
| 21 | UTXZ | United Tech CORP | 株式-その他 | 1.14% | — | +10.70% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 1.13% | — | +9.79% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.13% | -0.15% | +394.25% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.12% | — | -0.17% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.11% | — | +5.69% | |
| 26 | EMR | Emerson Electric Co | 株式-資本財 | 1.11% | — | +7.54% | |
| 27 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.09% | — | -2.26% | |
| 28 | TXN | Texas Instruments INC | 株式-IT | 1.07% | -1.07% | +10.13% | |
| 29 | MMM | 3m Co | 株式-資本財 | 1.07% | — | -1.62% | |
| 30 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.07% | — | +3.96% | |
| 31 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.07% | — | +6.68% | |
| 32 | BA | Boeing Co/the | 株式-資本財 | 1.06% | — | +7.06% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.05% | — | +6.22% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.03% | — | +6.89% | |
| 35 | PM | Philip Morris International | 株式-生活必需品 | 0.99% | — | +362.50% | |
| 36 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.99% | — | -0.39% | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 0.97% | — | +18.43% | |
| 38 | KHC | The Kraft Heinz Company | 株式-生活必需品 | 0.97% | — | +2.04% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.97% | — | — | |
| 40 | ADP | Automatic Data Processing | 株式-IT | 0.96% | — | +5.40% | |
| 41 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.96% | — | +8.42% | |
| 42 | GD | General Dynamics CORP | 株式-資本財 | 0.96% | — | +2.24% | |
| 43 | ADI | Analog Devices INC | 株式-IT | 0.95% | +0.10% | +5.92% | |
| 44 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.95% | — | +5.03% | |
| 45 | 9990302D | Apache CORP | 株式-その他 | 0.95% | — | -0.40% | |
| 46 | RTN1USD | Raytheon Company | 株式-その他 | 0.95% | — | +16.11% | |
| 47 | BAX | Baxter International INC | 株式-ヘルスケア | 0.94% | — | +1.46% | |
| 48 | CLX | Clorox Company | 株式-生活必需品 | 0.94% | — | +6.68% | |
| 49 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.94% | — | +3.60% | |
| 50 | SYY | Sysco CORP | 株式-生活必需品 | 0.93% | — | +4.70% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.5% | +212.39% | 増加 |
| 2 | IWR | Ishares Russell Mid-cap ETF | +1.3% | +2310.19% | 増加 |
| 3 | HD | Home Depot INC | +0.9% | +485.33% | 増加 |
| 4 | OMC | Omnicom Group | +0.9% | +2885.04% | 増加 |
| 5 | PM | Philip Morris International | +0.8% | +362.50% | 増加 |
| 6 | IWM | Ishares Russell 2000 ETF | +0.6% | +256.59% | 増加 |
| 7 | EFA | Ishares Msci Eafe ETF | +0.5% | +61.76% | 増加 |
| 8 | VAL | Valaris Limited | +0.1% | +169.12% | 増加 |
| 9 | IWN | Ishares Russell 2000 Value E | +0.1% | +198.44% | 増加 |
| 10 | PSA | Public Storage | +0.1% | +196.40% | 増加 |
| 11 | RPM 2.25 12-15-20 | Rpm International INC | +0.1% | +136.36% | 増加 |
| 12 | MDY | State Street Spdr S&p Midcap | +0.1% | +12.86% | 増加 |
| 13 | COP | Conocophillips | +0.1% | +27.07% | 増加 |
| 14 | KMI | Kinder Morgan INC | +0.1% | +252.35% | 増加 |
| 15 | INTC | Intel CORP | +0.1% | -1.82% | 減少 |
| 16 | 9990302D | Apache CORP | +0.1% | -0.40% | 減少 |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +10.72% | 増加 |
| 18 | CVX | Chevron CORP | +0.1% | +4.13% | 増加 |
| 19 | ABT | Abbott Laboratories | 0% | +6.22% | 増加 |
| 20 | UPS | United Parcel Service-cl B | 0% | +6.68% | 増加 |
| 21 | LLY | Eli Lilly & Co | 0% | +6.89% | 増加 |
| 22 | TGT | Target CORP | 0% | +18.43% | 増加 |
| 23 | VZ | Verizon Communications INC | 0% | +8.25% | 増加 |
| 24 | PEP | Pepsico INC | 0% | +4.30% | 増加 |
| 25 | OXY | Occidental Petroleum CORP | 0% | +3.96% | 増加 |
| 26 | TXN | Texas Instruments INC | 0% | +10.13% | 増加 |
| 27 | ABBV | Abbvie INC | — | -0.17% | 減少 |
| 28 | CLX | Clorox Company | — | +6.68% | 増加 |
| 29 | IJR | Ishares Core S&p Small-cap E | 0% | +8.12% | 増加 |
| 30 | UTXZ | United Tech CORP | 0% | +10.70% | 増加 |
| 31 | KO | Coca-cola Co/the | 0% | -0.62% | 減少 |
| 32 | MCD | Mcdonald's CORP | 0% | +5.69% | 増加 |
| 33 | JNJ | Johnson & Johnson | 0% | +1.63% | 増加 |
| 34 | PFE | Pfizer INC | -0.1% | +15.22% | 増加 |
| 35 | AAPL | Apple INC | -0.3% | +394.25% | 増加 |
| 36 | GOOG | Alphabet A | -0.4% | -4.17% | 減少 |
| 37 | REYN | Reynolds Consumer Products Inc. | -0.7% | -95.96% | 減少 |
| 38 | ITW | Illinois Tool Works | -0.9% | -94.03% | 減少 |
| 39 | GLW | Corning INC | -1% | -95.40% | 減少 |
| 40 | IGT 3.25 05-01-14 | Intl Game Technology | — | EXIT | 全売却 |
| 41 | IJH | Ishares Core S&p Midcap ETF | — | NEW | 新規購入 |
| 42 | ✓ | Google INC Class C | — | NEW | 新規購入 |
| 43 | GILD 1 05-01-14 C | Gilead Sciences INC | — | EXIT | 全売却 |
| 44 | IWB | Ishares Russell 1000 ETF | — | NEW | 新規購入 |
| 45 | EEM | Ishares Msci Emerging Market | — | NEW | 新規購入 |
| 46 | BKNG 0.35 06-15-20 | Booking Holdings INC | — | NEW | 新規購入 |
| 47 | IJT | Ishares S&p Small-cap 600 Gr | — | NEW | 新規購入 |
| 48 | IJS | Ishares S&p Small-cap 600 Va | — | NEW | 新規購入 |
| 49 | ATI 4.25 06-01-14 | Allegheny Technologies | — | EXIT | 全売却 |
| 50 | CRM 0.25 04-01-18 | Salesforce.com INC | — | NEW | 新規購入 |