CIK: 0000801051
申告総資産額
$30.1億
上位200銘柄を表示中（全569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 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.27% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.18% | -0.12% | +45.25% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.73% | +0.24% | +5.25% | |
| 4 | VZ | Verizon Communications INC | 株式-通信サービス | 1.67% | +0.07% | +11.11% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.60% | — | +17.70% | |
| 6 | T | At&t INC | 株式-通信サービス | 1.59% | — | +23.33% | |
| 7 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.54% | +0.09% | +1.63% | |
| 8 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.51% | — | +10.88% | |
| 9 | PFE | Pfizer INC | 株式-ヘルスケア | 1.50% | — | +3.86% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.48% | +0.06% | +10.52% | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 1.46% | +0.11% | +5.33% | |
| 12 | TGT | Target CORP | 株式-一般消費財 | 1.42% | — | +38.33% | |
| 13 | TXN | Texas Instruments INC | 株式-IT | 1.41% | -1.07% | +1.54% | |
| 14 | AMGN | Amgen INC | 株式-ヘルスケア | 1.39% | — | +3.81% | |
| 15 | EMR | Emerson Electric Co | 株式-資本財 | 1.38% | — | +8.75% | |
| 16 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.36% | — | +20.30% | |
| 17 | INTC | Intel CORP | 株式-IT | 1.36% | — | -7.05% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.34% | — | +10.19% | |
| 19 | VFC | Vf CORP | 株式-一般消費財 | 1.34% | — | -0.92% | |
| 20 | OMC | Omnicom Group | 株式-通信サービス | 1.33% | — | +7.00% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.32% | +0.08% | -5.21% | |
| 22 | QCOM | Qualcomm INC | 株式-IT | 1.32% | — | +13.09% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.31% | — | +17.79% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.31% | — | +275.01% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.29% | -0.14% | — | |
| 26 | VLO | Valero Energy CORP | 株式-エネルギー | 1.29% | +0.29% | -16.34% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.27% | +0.09% | -4.13% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.27% | — | — | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 1.26% | — | +2.06% | |
| 30 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.25% | — | +1.85% | |
| 31 | APD | Air Products & Chemicals INC | 株式-素材 | 1.22% | — | +6.13% | |
| 32 | BBTUSD | Bb&t CORP | 株式-その他 | 1.22% | — | +5.86% | |
| 33 | ADP | Automatic Data Processing | 株式-IT | 1.21% | — | +0.68% | |
| 34 | WRKUSD | Westrock Co | 株式-その他 | 1.19% | — | +13.98% | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 1.18% | — | -5.30% | |
| 36 | PFG | Principal Financial Group | 株式-金融 | 1.16% | +0.10% | +41.67% | |
| 37 | CMI | Cummins INC | 株式-資本財 | 1.14% | — | +17.86% | |
| 38 | MMM | 3m Co | 株式-資本財 | 1.14% | — | +21.51% | |
| 39 | UTXZ | United Tech CORP | 株式-その他 | 1.13% | — | +11.38% | |
| 40 | WFC | Wells Fargo & Co | 株式-金融 | 1.11% | — | -12.89% | |
| 41 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.09% | — | +18.78% | |
| 42 | PXGBX | Praxair INC | 株式-その他 | 1.08% | — | +0.54% | |
| 43 | USB | US Bancorp | 株式-金融 | 1.06% | +1.19% | +1361.19% | |
| 44 | ✓ | 株式-その他 | 1.02% | — | +4.43% | ||
| 45 | BLKCHF | Blackrock INC | 株式-その他 | 1.00% | — | +6.99% | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 1.00% | +0.10% | +10.81% | |
| 47 | ITW | Illinois Tool Works | 株式-資本財 | 0.99% | — | +2862.32% | |
| 48 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.99% | — | +6.23% | |
| 49 | NUE | Nucor CORP | 株式-素材 | 0.99% | — | +6.83% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.95% | — | -5.57% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | USB | US Bancorp | +1% | +1361.19% | 増加 |
| 2 | ITW | Illinois Tool Works | +1% | +2862.32% | 増加 |
| 3 | JPM | Jpmorgan Chase & Co | +0.9% | +275.01% | 増加 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +45.25% | 増加 |
| 5 | TGT | Target CORP | +0.4% | +38.33% | 増加 |
| 6 | MDT | Medtronic plc | +0.2% | +297.10% | 増加 |
| 7 | VZ | Verizon Communications INC | +0.2% | +11.11% | 増加 |
| 8 | PFG | Principal Financial Group | +0.2% | +41.67% | 増加 |
| 9 | XOM | Exxon Mobil CORP | +0.2% | +5.25% | 増加 |
| 10 | PG | Procter & Gamble Co/the | +0.1% | +17.70% | 増加 |
| 11 | ADP | Automatic Data Processing | +0.1% | +0.68% | 増加 |
| 12 | KMB | Kimberly-clark CORP | +0.1% | +20.30% | 増加 |
| 13 | ABBV | Abbvie INC | +0.1% | +17.79% | 増加 |
| 14 | COP | Conocophillips | +0.1% | +105.23% | 増加 |
| 15 | MRK | Merck & Co. INC. | +0.1% | +1.63% | 増加 |
| 16 | QCOM | Qualcomm INC | +0.1% | +13.09% | 増加 |
| 17 | ET | Energy Transfer LP | +0.1% | +17.25% | 増加 |
| 18 | T | At&t INC | +0.1% | +23.33% | 増加 |
| 19 | KO | Coca-cola Co/the | +0.1% | +10.88% | 増加 |
| 20 | AMGN | Amgen INC | +0.1% | +3.81% | 増加 |
| 21 | OMC | Omnicom Group | +0.1% | +7.00% | 増加 |
| 22 | HD | Home Depot INC | +0.1% | +2.06% | 増加 |
| 23 | PEP | Pepsico INC | +0.1% | +10.52% | 増加 |
| 24 | EMR | Emerson Electric Co | +0.1% | +8.75% | 増加 |
| 25 | UTXZ | United Tech CORP | +0.1% | +11.38% | 増加 |
| 26 | VFC | Vf CORP | 0% | -0.92% | 減少 |
| 27 | TXN | Texas Instruments INC | 0% | +1.54% | 増加 |
| 28 | IWN | Ishares Russell 2000 Value E | -0.1% | -94.07% | 減少 |
| 29 | IWR | Ishares Russell Mid-cap ETF | -0.1% | -22.10% | 減少 |
| 30 | CF | Cf Industries Holdings INC | -0.2% | -70.09% | 減少 |
| 31 | SBUX | Starbucks CORP | -0.2% | +6.23% | 増加 |
| 32 | GIS | General Mills INC | -0.2% | -82.38% | 減少 |
| 33 | MOMOUSD | Momo Inc-spon Adr | -0.2% | -50.00% | 減少 |
| 34 | JNJ | Johnson & Johnson | -0.2% | -5.21% | 減少 |
| 35 | INTC | Intel CORP | -0.3% | -7.05% | 減少 |
| 36 | MPC | Marathon Petroleum CORP | -0.3% | -13.63% | 減少 |
| 37 | IGLB | Ishares 10+ Year Inv Gr CORP | -0.6% | -48.46% | 減少 |
| 38 | BMY | Bristol-myers Squibb Co | -0.9% | -79.85% | 減少 |
| 39 | CVS | Cvs Health CORP | -0.9% | -87.29% | 減少 |
| 40 | IBM | Intl Business Machines CORP | -1.1% | -70.16% | 減少 |
| 41 | ADM | Archer-daniels-midland Co | -1.1% | -75.28% | 減少 |
| 42 | SRLN | Ss Blackstone Sr Loan ETF | — | NEW | 新規購入 |
| 43 | ✓ | Powershares | — | EXIT | 全売却 |
| 44 | TBF | Proshares Short 20+ Treasury | — | NEW | 新規購入 |
| 45 | CLNSEUR | Colony Capital INC | — | NEW | 新規購入 |
| 46 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | 新規購入 |
| 47 | CBAN | Colony Bankcorp, Inc. | — | EXIT | 全売却 |
| 48 | ✓ | — | NEW | 新規購入 | |
| 49 | HEDJ | Wisdomtree Europe Hedged Equ | — | NEW | 新規購入 |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | EXIT | 全売却 |