CIK: 0000801051
申告総資産額
$30.1億
上位200銘柄を表示中（全574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 | 1.94% | -0.12% | -49.84% | |
| 2 | T | At&t INC | 株式-通信サービス | 1.68% | — | -7.74% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 1.62% | -0.23% | -0.97% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.58% | +0.24% | +0.34% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.57% | +0.08% | +3.71% | |
| 6 | VZ | Verizon Communications INC | 株式-通信サービス | 1.54% | +0.07% | -0.73% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.52% | +0.09% | -8.67% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.50% | — | -7.44% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.45% | — | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.38% | -0.14% | +0.17% | |
| 11 | PFE | Pfizer INC | 株式-ヘルスケア | 1.38% | — | -2.25% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.37% | — | +5.48% | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 1.36% | +0.11% | -3.22% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 1.33% | +0.10% | +0.31% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.32% | +0.06% | +5.80% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.29% | — | +2.25% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.28% | +0.09% | +2.91% | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.28% | — | +6.75% | |
| 19 | BA | Boeing Co/the | 株式-資本財 | 1.25% | — | -8.10% | |
| 20 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.24% | — | +18.08% | |
| 21 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.23% | — | +0.42% | |
| 22 | VLO | Valero Energy CORP | 株式-エネルギー | 1.23% | +0.29% | -5.81% | |
| 23 | UTXZ | United Tech CORP | 株式-その他 | 1.22% | — | -3.15% | |
| 24 | QCOM | Qualcomm INC | 株式-IT | 1.22% | — | -2.46% | |
| 25 | EMR | Emerson Electric Co | 株式-資本財 | 1.18% | — | -3.30% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 1.18% | — | +1.18% | |
| 27 | DOW | Dow Chem Co | 株式-素材 | 1.17% | — | -1.55% | |
| 28 | IP | International Paper Co | 株式-一般消費財 | 1.17% | — | -1.74% | |
| 29 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.16% | — | -2.45% | |
| 30 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.14% | — | +9.10% | |
| 31 | MO | Altria Group INC | 株式-生活必需品 | 1.13% | +0.10% | +1.86% | |
| 32 | CMI | Cummins INC | 株式-資本財 | 1.11% | — | -10.23% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 1.08% | — | -2.93% | |
| 34 | MMM | 3m Co | 株式-資本財 | 1.07% | — | +6.29% | |
| 35 | HON | Honeywell International INC | 株式-資本財 | 1.06% | — | +695.43% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.05% | — | -0.31% | |
| 37 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.05% | — | +3.98% | |
| 38 | BLKCHF | Blackrock INC | 株式-その他 | 1.04% | — | +10.52% | |
| 39 | TGT | Target CORP | 株式-一般消費財 | 1.04% | — | -5.32% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 1.03% | — | +833.25% | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 1.02% | — | -3.28% | |
| 42 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.02% | — | +1525.35% | |
| 43 | XLNXEUR | Xilinx INC | 株式-その他 | 1.02% | — | +5312.56% | |
| 44 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 1.00% | — | -3.68% | |
| 45 | TXN | Texas Instruments INC | 株式-IT | 0.99% | -1.07% | -6.23% | |
| 46 | GIS | General Mills INC | 株式-生活必需品 | 0.95% | — | +15.61% | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.93% | — | +0.28% | |
| 48 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.93% | — | -4.82% | |
| 49 | PFG | Principal Financial Group | 株式-金融 | 0.93% | +0.10% | -14.25% | |
| 50 | ROK | Rockwell Automation INC | 株式-資本財 | 0.93% | — | -10.65% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XLNXEUR | Xilinx INC | +1% | +5312.56% | 増加 |
| 2 | TRV | Travelers Cos Inc/the | +1% | +1525.35% | 増加 |
| 3 | HON | Honeywell International INC | +0.9% | +695.43% | 増加 |
| 4 | AMGN | Amgen INC | +0.9% | +833.25% | 増加 |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.3% | +238.57% | 増加 |
| 6 | ADM | Archer-daniels-midland Co | +0.3% | +18.08% | 増加 |
| 7 | PAA | Plains All Amer Pipeline LP | +0.2% | +84.98% | 増加 |
| 8 | VLO | Valero Energy CORP | +0.2% | -5.81% | 減少 |
| 9 | WEP | Magellan Midstream Partners | +0.2% | +48.61% | 増加 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +48.10% | 増加 |
| 11 | ET | Energy Transfer LP | +0.2% | +51.40% | 増加 |
| 12 | BLKCHF | Blackrock INC | +0.1% | +10.52% | 増加 |
| 13 | ET | Energy Transfer LP | +0.1% | +17.29% | 増加 |
| 14 | FTV | Fortive CORP | +0.1% | +227.47% | 増加 |
| 15 | WBA | Walgreens Boots Alliance INC | +0.1% | +163.98% | 増加 |
| 16 | DHR | Danaher CORP | +0.1% | +78.56% | 増加 |
| 17 | BMY | Bristol-myers Squibb Co | +0.1% | +3.98% | 増加 |
| 18 | ADP | Automatic Data Processing | +0.1% | -3.28% | 減少 |
| 19 | MSFT | Microsoft CORP | +0.1% | -0.97% | 減少 |
| 20 | GIS | General Mills INC | +0.1% | +15.61% | 増加 |
| 21 | BA | Boeing Co/the | +0.1% | -8.10% | 減少 |
| 22 | EPD | Enterprise Products Partners | +0.1% | +15.82% | 増加 |
| 23 | MDY | State Street Spdr S&p Midcap | +0.1% | — | 変化なし |
| 24 | SWK | Stanley Black & Decker INC | +0.1% | +568.46% | 増加 |
| 25 | DOW | Dow Chem Co | +0.1% | -1.55% | 減少 |
| 26 | QCOM | Qualcomm INC | -0.1% | -2.46% | 減少 |
| 27 | 9990302D | Apache CORP | -0.1% | -32.35% | 減少 |
| 28 | IGLB | Ishares 10+ Year Inv Gr CORP | -0.1% | -3.68% | 減少 |
| 29 | CSCO | Cisco Systems INC | -0.1% | -3.22% | 減少 |
| 30 | BKF | Ishares Msci Bic ETF | -0.1% | -56.07% | 減少 |
| 31 | EFA | Ishares Msci Eafe ETF | -0.2% | -7.44% | 減少 |
| 32 | MET | Metlife INC | -0.2% | -57.62% | 減少 |
| 33 | IWM | Ishares Russell 2000 ETF | -0.2% | -39.46% | 減少 |
| 34 | ABBV | Abbvie INC | -0.2% | -62.00% | 減少 |
| 35 | WM | Waste Management INC | -0.9% | -82.56% | 減少 |
| 36 | NUE | Nucor CORP | -0.9% | -83.49% | 減少 |
| 37 | AMP | Ameriprise Financial INC | -0.9% | -96.52% | 減少 |
| 38 | ADI | Analog Devices INC | -0.9% | -97.39% | 減少 |
| 39 | RTN1USD | Raytheon Company | -1% | -95.72% | 減少 |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.8% | -49.84% | 減少 |
| 41 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | — | NEW | 新規購入 |
| 42 | RBS 7.76304 PERP C | Natl Westminster Bk PLC | — | EXIT | 全売却 |
| 43 | HSBC 6.2 PERP A | Hsbc Holdings PLC | — | EXIT | 全売却 |
| 44 | ONC | Beone Medicines Ltd-adr | — | NEW | 新規購入 |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | EXIT | 全売却 |
| 46 | FTS | Fortis INC | — | NEW | 新規購入 |
| 47 | FNDB | Schwab Fndmntl US Brd Mr ETF | — | EXIT | 全売却 |
| 48 | SWK 6.25 11-17-16 | Stanley Black & Decker I | — | EXIT | 全売却 |
| 49 | VXUS | Vanguard Total Intl Stock | — | EXIT | 全売却 |
| 50 | CRBPEUR | Corbus Pharmaceuticals Holdi | — | EXIT | 全売却 |