CIK: 0001080107
申告総資産額
$165.0億
上位200銘柄を表示中(全1801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 | VTV | Vanguard Value ETF | ETF-その他 | 5.46% | +0.16% | +1.42% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 5.30% | -0.50% | +3.41% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.50% | — | +3.64% | |
| 4 | AAPL | Apple INC | 株式-IT | 1.74% | -0.15% | +2.04% | |
| 5 | PEP | Pepsico INC | 株式-生活必需品 | 1.46% | +0.04% | -0.98% | |
| 6 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.44% | — | -0.46% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.41% | +0.07% | +0.23% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.24% | — | +0.59% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.15% | — | +9.26% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.12% | — | +3.30% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.11% | -0.07% | -0.79% | |
| 12 | INTC | Intel CORP | 株式-IT | 1.07% | — | -0.52% | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.07% | — | -21.94% | |
| 14 | UTXZ | United Tech CORP | 株式-その他 | 0.99% | — | +4.50% | |
| 15 | GOOG | Alphabet A | 株式-通信サービス | 0.98% | — | +2.86% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.93% | +0.12% | +5.44% | |
| 17 | WFC | Wells Fargo & Co | 株式-金融 | 0.81% | — | -6.38% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.79% | -0.51% | -3.18% | |
| 19 | DVN | Devon Energy CORP | 株式-エネルギー | 0.79% | — | +0.85% | |
| 20 | T | At&t INC | 株式-通信サービス | 0.79% | — | +3.89% | |
| 21 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.74% | — | +7.15% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.72% | +0.13% | -0.20% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | — | +2.42% | |
| 24 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.71% | — | +14.11% | |
| 25 | IP | International Paper Co | 株式-一般消費財 | 0.71% | — | +15.39% | |
| 26 | PCAR | Paccar INC | 株式-資本財 | 0.66% | — | -1.29% | |
| 27 | EMR | Emerson Electric Co | 株式-資本財 | 0.64% | — | +6.10% | |
| 28 | ADP | Automatic Data Processing | 株式-IT | 0.63% | -0.06% | +1.28% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | +4.43% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.62% | +0.07% | +56.59% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.60% | +0.14% | -1.02% | |
| 32 | MBB | Ishares Mbs ETF | ETF-その他 | 0.57% | — | -6.97% | |
| 33 | F | Ford Motor Co | 株式-一般消費財 | 0.57% | — | -1.88% | |
| 34 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.56% | — | +11.48% | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.55% | -0.12% | +0.12% | |
| 36 | O | Realty Income CORP | 株式-不動産 | 0.55% | — | +27.14% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.53% | — | +9.50% | |
| 38 | COP | Conocophillips | 株式-エネルギー | 0.52% | — | -0.01% | |
| 39 | NOVEUR | National Oilwell Varco INC | 株式-その他 | 0.51% | — | +14.83% | |
| 40 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.50% | — | +4.78% | |
| 41 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.50% | — | -0.98% | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.49% | — | +3.08% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.48% | — | +6.02% | |
| 44 | SLB | Slb LTD | 株式-エネルギー | 0.47% | — | +0.66% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.46% | — | -21.59% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.45% | — | -1.17% | |
| 47 | CB | Chubb Limited | 株式-金融 | 0.44% | — | +8.11% | |
| 48 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 0.44% | — | +0.27% | |
| 49 | TPC | Tutor Perini CORP | 株式-その他 | 0.43% | — | +11.46% | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.43% | +0.05% | +7.61% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SCHN1EUR | Schnitzer Steel Inds Inc-a | +0.3% | +260.95% | 増加 |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.2% | +3.64% | 増加 |
| 3 | VUG | Vanguard Growth ETF | +0.2% | +3.41% | 増加 |
| 4 | AAPL | Apple INC | +0.2% | +2.04% | 増加 |
| 5 | PFE | Pfizer INC | +0.2% | +56.59% | 増加 |
| 6 | DKS | Dick's Sporting Goods INC | +0.1% | +29921.99% | 増加 |
| 7 | ✓ | Powershares | +0.1% | +5547.29% | 増加 |
| 8 | ZTS | Zoetis INC | +0.1% | +15408.64% | 増加 |
| 9 | UTXZ | United Tech CORP | +0.1% | +4.50% | 増加 |
| 10 | PRGO | Perrigo Company plc | +0.1% | +511.44% | 増加 |
| 11 | EMR | Emerson Electric Co | +0.1% | +6.10% | 増加 |
| 12 | NOVEUR | National Oilwell Varco INC | +0.1% | +14.83% | 増加 |
| 13 | CHRW | C.h. Robinson Worldwide INC | +0.1% | +14.11% | 増加 |
| 14 | TPC | Tutor Perini CORP | +0.1% | +11.46% | 増加 |
| 15 | CLNE | Clean Energy Fuels CORP | +0.1% | +3612.45% | 増加 |
| 16 | SLB | Slb LTD | +0.1% | +0.66% | 増加 |
| 17 | DHI | Dr Horton INC | +0.1% | +108.58% | 増加 |
| 18 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +3.30% | 増加 |
| 19 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +9.26% | 増加 |
| 20 | NVS | Novartis Ag-sponsored Adr | +0.1% | +7.15% | 増加 |
| 21 | IP | International Paper Co | +0.1% | +15.39% | 増加 |
| 22 | O | Realty Income CORP | +0.1% | +27.14% | 増加 |
| 23 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +19.78% | 増加 |
| 24 | OXY | Occidental Petroleum CORP | +0.1% | +176.80% | 増加 |
| 25 | CPT | Camden Property Trust | +0.1% | +152.54% | 増加 |
| 26 | DLR | Digital Realty Trust INC | +0.1% | +139.22% | 増加 |
| 27 | EWG | Ishares Msci Germany ETF | +0.1% | +2573.47% | 増加 |
| 28 | PRFUSD | Invesco Ftse Rafi US 1000 Et | +0.1% | +23.48% | 増加 |
| 29 | COP | Conocophillips | 0% | -0.01% | 減少 |
| 30 | DVN | Devon Energy CORP | 0% | +0.85% | 増加 |
| 31 | ORCL | Oracle CORP | 0% | +6.02% | 増加 |
| 32 | IWF | Ishares Russell 1000 Growth | 0% | -0.79% | 減少 |
| 33 | IVV | Ishares Core S&p 500 ETF | 0% | +0.59% | 増加 |
| 34 | BKH | Black Hills CORP | -0.1% | -98.60% | 減少 |
| 35 | ✓ | Rubicon Technology INC | -0.1% | -81.95% | 減少 |
| 36 | JNJ | Johnson & Johnson | -0.1% | -46.40% | 減少 |
| 37 | MSFT | Microsoft CORP | -0.1% | -3.18% | 減少 |
| 38 | ✓ | -0.1% | -98.01% | 減少 | |
| 39 | SGOL | abrdn Physical Gold Shares ETF | -0.1% | -83.51% | 減少 |
| 40 | VTV | Vanguard Value ETF | -0.1% | +1.42% | 増加 |
| 41 | ✓ | Mcdermott Intl INC | -0.1% | -97.77% | 減少 |
| 42 | INTC | Intel CORP | -0.2% | -0.52% | 減少 |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | -21.59% | 減少 |
| 44 | VAL | Valaris Limited | -0.2% | -60.71% | 減少 |
| 45 | IGIB | Ishares 5-10y Inv Grade CORP | -0.4% | -21.94% | 減少 |
| 46 | ✓ | — | NEW | 新規購入 | |
| 47 | ✓ | Windstream CORP | — | EXIT | 全売却 |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | — | EXIT | 全売却 |
| 49 | ✓ | Coinstar INC Com | — | EXIT | 全売却 |
| 50 | ✓ | Outerwall INC | — | NEW | 新規購入 |