CIK: 0000801051
申告総資産額
$30.1億
上位200銘柄を表示中（全593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 | 2.24% | -0.12% | +28.63% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 1.67% | -0.23% | -1.35% | |
| 3 | T | At&t INC | 株式-通信サービス | 1.60% | — | +17.36% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.59% | +0.08% | +2.06% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.50% | — | -0.01% | |
| 6 | VZ | Verizon Communications INC | 株式-通信サービス | 1.48% | +0.07% | +2.32% | |
| 7 | PFE | Pfizer INC | 株式-ヘルスケア | 1.46% | — | +1.16% | |
| 8 | CSCO | Cisco Systems INC | 株式-IT | 1.42% | +0.11% | +6.54% | |
| 9 | INTC | Intel CORP | 株式-IT | 1.38% | — | +4.92% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.37% | — | +5.38% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.36% | — | -0.92% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.36% | +0.09% | +5.36% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.35% | +0.09% | +4.41% | |
| 14 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.35% | — | — | |
| 15 | TXN | Texas Instruments INC | 株式-IT | 1.34% | -1.07% | +7.60% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.34% | -0.14% | +0.05% | |
| 17 | EMR | Emerson Electric Co | 株式-資本財 | 1.32% | — | +8.10% | |
| 18 | AMGN | Amgen INC | 株式-ヘルスケア | 1.32% | — | -3.11% | |
| 19 | IBM | Intl Business Machines CORP | 株式-IT | 1.32% | +0.10% | +14.25% | |
| 20 | WFC | Wells Fargo & Co | 株式-金融 | 1.31% | — | +22.04% | |
| 21 | VLO | Valero Energy CORP | 株式-エネルギー | 1.31% | +0.29% | -1.53% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.30% | — | — | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.27% | — | +1.35% | |
| 24 | QCOM | Qualcomm INC | 株式-IT | 1.27% | — | +16.42% | |
| 25 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.27% | — | -2.30% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.26% | +0.06% | +6.74% | |
| 27 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.25% | — | +6.56% | |
| 28 | CMI | Cummins INC | 株式-資本財 | 1.21% | — | +5.64% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 1.19% | — | +7.15% | |
| 30 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.17% | — | +12.63% | |
| 31 | VFC | Vf CORP | 株式-一般消費財 | 1.16% | — | -7.19% | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 1.13% | — | +0.82% | |
| 33 | GIS | General Mills INC | 株式-生活必需品 | 1.12% | — | +30.12% | |
| 34 | BA | Boeing Co/the | 株式-資本財 | 1.12% | — | -30.55% | |
| 35 | MMM | 3m Co | 株式-資本財 | 1.06% | — | -3.98% | |
| 36 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.06% | — | +658.72% | |
| 37 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.05% | — | +4.35% | |
| 38 | MO | Altria Group INC | 株式-生活必需品 | 1.05% | +0.10% | +24.23% | |
| 39 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.04% | — | -10.69% | |
| 40 | UTXZ | United Tech CORP | 株式-その他 | 1.03% | — | +7.18% | |
| 41 | BLKCHF | Blackrock INC | 株式-その他 | 1.03% | — | -3.11% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.01% | — | -6.42% | |
| 43 | ITW | Illinois Tool Works | 株式-資本財 | 1.01% | — | +2327.82% | |
| 44 | XLNXEUR | Xilinx INC | 株式-その他 | 1.01% | — | +1.35% | |
| 45 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.00% | — | +8.75% | |
| 46 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.00% | — | +2.22% | |
| 47 | PXGBX | Praxair INC | 株式-その他 | 0.99% | — | -0.81% | |
| 48 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.99% | — | -12.14% | |
| 49 | ADP | Automatic Data Processing | 株式-IT | 0.97% | — | -4.94% | |
| 50 | PFG | Principal Financial Group | 株式-金融 | 0.95% | +0.10% | -0.45% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ITW | Illinois Tool Works | +1% | +2327.82% | 増加 |
| 2 | CVS | Cvs Health CORP | +0.9% | +658.72% | 増加 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +28.63% | 増加 |
| 4 | PAYX | Paychex INC | +0.3% | +1300.91% | 増加 |
| 5 | TXN | Texas Instruments INC | +0.2% | +7.60% | 増加 |
| 6 | T | At&t INC | +0.2% | +17.36% | 増加 |
| 7 | WFC | Wells Fargo & Co | +0.2% | +22.04% | 増加 |
| 8 | SRC 3.75 05-15-21 | Spirit Realty Capital In | +0.2% | +134.40% | 増加 |
| 9 | INTC | Intel CORP | +0.1% | +4.92% | 増加 |
| 10 | GIS | General Mills INC | +0.1% | +30.12% | 増加 |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +53.00% | 増加 |
| 12 | MXIM | Maxim Integrated Products | +0.1% | +66.77% | 増加 |
| 13 | ONC | Beone Medicines Ltd-adr | +0.1% | — | 変化なし |
| 14 | CSCO | Cisco Systems INC | +0.1% | +6.54% | 増加 |
| 15 | MPC | Marathon Petroleum CORP | +0.1% | +8.75% | 増加 |
| 16 | ET | Energy Transfer LP | +0.1% | +38.70% | 増加 |
| 17 | UNUSD | Unilever N V -ny Shares | +0.1% | +53.28% | 増加 |
| 18 | D | Dominion Energy INC | +0.1% | +203.73% | 増加 |
| 19 | EMR | Emerson Electric Co | +0.1% | +8.10% | 増加 |
| 20 | ETN | Eaton Corporation plc | +0.1% | +55.01% | 増加 |
| 21 | VZ | Verizon Communications INC | +0.1% | +2.32% | 増加 |
| 22 | HD | Home Depot INC | +0.1% | +5.38% | 増加 |
| 23 | VLO | Valero Energy CORP | +0.1% | -1.53% | 減少 |
| 24 | ET | Energy Transfer LP | +0.1% | +30.79% | 増加 |
| 25 | IJR | Ishares Core S&p Small-cap E | +0.1% | +5.36% | 増加 |
| 26 | XLNXEUR | Xilinx INC | +0.1% | +1.35% | 増加 |
| 27 | WMT | Walmart INC | 0% | +7.15% | 増加 |
| 28 | ADM | Archer-daniels-midland Co | 0% | +6.56% | 増加 |
| 29 | QCOM | Qualcomm INC | 0% | +16.42% | 増加 |
| 30 | CMI | Cummins INC | 0% | +5.64% | 増加 |
| 31 | IBM | Intl Business Machines CORP | 0% | +14.25% | 増加 |
| 32 | PFE | Pfizer INC | 0% | +1.16% | 増加 |
| 33 | MSFT | Microsoft CORP | — | -1.35% | 減少 |
| 34 | DEO | Diageo Plc-sponsored Adr | -0.1% | -97.16% | 減少 |
| 35 | CAJPY | Canon Inc-spons Adr | -0.1% | -82.16% | 減少 |
| 36 | ABBNY | Abb Ltd-spon Adr | -0.1% | -84.01% | 減少 |
| 37 | HON | Honeywell International INC | -0.1% | -48.75% | 減少 |
| 38 | BA | Boeing Co/the | -0.2% | -30.55% | 減少 |
| 39 | IP | International Paper Co | -0.3% | -90.59% | 減少 |
| 40 | XOM | Exxon Mobil CORP | -0.3% | -36.38% | 減少 |
| 41 | IWM | Ishares Russell 2000 ETF | -0.4% | -51.17% | 減少 |
| 42 | DD | DuPont de Nemours, Inc. | — | NEW | 新規購入 |
| 43 | DOW | Dow Chem Co | — | EXIT | 全売却 |
| 44 | D 6.375 07-01-17 | Dominion Energy INC | — | EXIT | 全売却 |
| 45 | ✓ | Powershares | — | EXIT | 全売却 |
| 46 | ✓ | — | EXIT | 全売却 | |
| 47 | AMLPUSD | Alerian Mlp ETF | — | EXIT | 全売却 |
| 48 | SHYG | Ishares 0-5 Yr Hy CORP Bond | — | NEW | 新規購入 |
| 49 | PFF | Ishares Preferred & Income S | — | NEW | 新規購入 |
| 50 | ✓ | — | NEW | 新規購入 |