CIK: 0001323119
申告総資産額
$23.2億
上位200銘柄を表示中（全227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 | HTO | H2o America | 株式-その他 | 6.28% | — | — | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.30% | — | +0.61% | |
| 3 | CVX | Chevron CORP | 株式-エネルギー | 2.60% | — | +0.79% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.21% | — | -0.08% | |
| 5 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.00% | — | +1.73% | |
| 6 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.75% | — | +3.74% | |
| 7 | PFE | Pfizer INC | 株式-ヘルスケア | 1.74% | — | -0.02% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.50% | — | -0.05% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.49% | — | +3.85% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.35% | — | +1.62% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.34% | — | +0.53% | |
| 12 | WFC | Wells Fargo & Co | 株式-金融 | 1.32% | — | +2.57% | |
| 13 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 1.30% | — | +1.43% | |
| 14 | QCOM | Qualcomm INC | 株式-IT | 1.29% | — | +5.34% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.28% | — | -0.40% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.23% | — | -0.34% | |
| 17 | ✓ | Vodafone Group PLC Sponsored Adr | 株式-その他 | 1.20% | — | -1.39% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.19% | — | +4.93% | |
| 19 | CMI | Cummins INC | 株式-資本財 | 1.14% | — | +2.64% | |
| 20 | COP | Conocophillips | 株式-エネルギー | 1.14% | — | +2.92% | |
| 21 | ACN | Accenture plc | 株式-IT | 1.10% | — | +7.47% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.09% | — | +3.73% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.05% | — | +2.06% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.00% | — | +2.71% | |
| 25 | SLB | Slb LTD | 株式-エネルギー | 0.97% | — | +8.36% | |
| 26 | MRK | Merck & Co., Inc. | 株式-ヘルスケア | 0.97% | — | -0.26% | |
| 27 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.97% | — | +2.63% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.95% | — | +3.64% | |
| 29 | ✓ | 株式-その他 | 0.95% | — | +15.17% | ||
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.94% | — | -0.66% | |
| 31 | CERNCHF | Cerner CORP | 株式-その他 | 0.94% | — | +85.02% | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 0.93% | — | +8.89% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.90% | — | +4.70% | |
| 34 | GOOG | Alphabet A | 株式-通信サービス | 0.89% | — | +2.15% | |
| 35 | AXP | American Express Co | 株式-金融 | 0.89% | — | -2.45% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.88% | — | +2.92% | |
| 37 | ✓ | Spdr S&p Emerg Mkts Ediv | 株式-その他 | 0.88% | — | -14.72% | |
| 38 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.87% | — | -5.39% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.85% | — | -0.34% | |
| 40 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.85% | — | -0.38% | |
| 41 | TGT | Target CORP | 株式-一般消費財 | 0.84% | — | +7.85% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.84% | — | +18.17% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.84% | — | +3.18% | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.84% | — | -1.67% | |
| 45 | WMB | Williams Cos INC | 株式-エネルギー | 0.80% | — | +6.85% | |
| 46 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.80% | — | +1.76% | |
| 47 | CELG | Celgene CORP | 株式-その他 | 0.80% | — | -4.15% | |
| 48 | BLKCHF | Blackrock INC | 株式-その他 | 0.79% | — | +5.91% | |
| 49 | BA | Boeing Co/the | 株式-資本財 | 0.74% | — | -0.37% | |
| 50 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.73% | — | +2.51% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CVS | Cvs Health CORP | +0.4% | +1107.91% | 増加 |
| 2 | HD | Home Depot INC | +0.2% | +71.16% | 増加 |
| 3 | AAPL | Apple INC | +0.2% | +3.85% | 増加 |
| 4 | SLB | Slb LTD | +0.2% | +8.36% | 増加 |
| 5 | CMI | Cummins INC | +0.2% | +2.64% | 増加 |
| 6 | NOVEUR | National Oilwell Varco INC | +0.2% | +88.58% | 増加 |
| 7 | ✓ | +0.1% | +15.17% | 増加 | |
| 8 | ✓ | Vodafone Group PLC Sponsored Adr | +0.1% | -1.39% | 減少 |
| 9 | VGK | Vanguard Ftse Europe ETF | +0.1% | +15.71% | 増加 |
| 10 | CELG | Celgene CORP | +0.1% | -4.15% | 減少 |
| 11 | CHRW | C.h. Robinson Worldwide INC | +0.1% | +143.79% | 増加 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +261.89% | 増加 |
| 13 | COP | Conocophillips | +0.1% | +2.92% | 増加 |
| 14 | GILD | Gilead Sciences INC | +0.1% | -0.38% | 減少 |
| 15 | QCOM | Qualcomm INC | +0.1% | +5.34% | 増加 |
| 16 | DVN | Devon Energy CORP | +0.1% | +20.94% | 増加 |
| 17 | JNJ | Johnson & Johnson | +0.1% | +49.49% | 増加 |
| 18 | WMB | Williams Cos INC | +0.1% | +6.85% | 増加 |
| 19 | ✓ | +0.1% | +13.59% | 増加 | |
| 20 | AFL | Aflac INC | +0.1% | +28.57% | 増加 |
| 21 | UTXZ | United Tech CORP | +0.1% | +4.58% | 増加 |
| 22 | HAL | Halliburton Co | +0.1% | +56.36% | 増加 |
| 23 | NKE | Nike INC -cl B | +0.1% | +3.74% | 増加 |
| 24 | EMR | Emerson Electric Co | +0.1% | +2.19% | 増加 |
| 25 | SYK | Stryker CORP | +0.1% | +12.68% | 増加 |
| 26 | EFA | Ishares Msci Eafe ETF | 0% | -0.40% | 減少 |
| 27 | IWM | Ishares Russell 2000 ETF | 0% | +2.06% | 増加 |
| 28 | ABT | Abbott Laboratories | 0% | +18.17% | 増加 |
| 29 | BA | Boeing Co/the | 0% | -0.37% | 減少 |
| 30 | INTU | Intuit INC | 0% | +5.02% | 増加 |
| 31 | VEA | Vanguard Ftse Developed ETF | 0% | +2.57% | 増加 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +4.93% | 増加 |
| 33 | ACN | Accenture plc | 0% | +7.47% | 増加 |
| 34 | MDLZ | Mondelez International Inc-a | 0% | +1.76% | 増加 |
| 35 | BLKCHF | Blackrock INC | 0% | +5.91% | 増加 |
| 36 | MDY | State Street Spdr S&p Midcap | 0% | +0.53% | 増加 |
| 37 | UNP | Union Pacific CORP | 0% | +8.89% | 増加 |
| 38 | LOW | Lowe's Cos INC | 0% | -5.39% | 減少 |
| 39 | HTO | H2o America | 0% | — | 変化なし |
| 40 | AEP | American Electric Power Company, Inc. | -0.1% | +1.73% | 増加 |
| 41 | CVX | Chevron CORP | -0.1% | +0.79% | 増加 |
| 42 | TEVA | Teva Pharmaceutical-sp Adr | -0.1% | -29.91% | 減少 |
| 43 | ACWI | iShares MSCI ACWI ETF | -0.1% | -17.18% | 減少 |
| 44 | ✓ | Spdr S&p Emerg Mkts Ediv | -0.2% | -14.72% | 減少 |
| 45 | FCX | Freeport-mcmoran INC | -0.3% | -64.18% | 減少 |
| 46 | XOM | Exxon Mobil CORP | -0.5% | +0.61% | 増加 |
| 47 | C | Citigroup INC | — | NEW | 新規購入 |
| 48 | XHB | Ss Spdr S&p Homebldrs ETF | — | EXIT | 全売却 |
| 49 | ✓ | News CORP INC | — | EXIT | 全売却 |
| 50 | ✓ | — | EXIT | 全売却 |