CIK: 0001080107
申告総資産額
$165.0億
上位200銘柄を表示中（全2273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 | 5.85% | +0.16% | +3.19% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 5.60% | -0.50% | +2.81% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.74% | — | +5.35% | |
| 4 | AAPL | Apple INC | 株式-IT | 1.76% | -0.15% | +2.86% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.62% | -0.51% | +5.10% | |
| 6 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.60% | — | -14.91% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.49% | +0.07% | +2.53% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.32% | -0.07% | +1.87% | |
| 9 | PEP | Pepsico INC | 株式-生活必需品 | 1.30% | +0.04% | +1.22% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.20% | — | +4.86% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.03% | — | -1.97% | |
| 12 | UTXZ | United Tech CORP | 株式-その他 | 0.94% | — | +5.17% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | — | -0.13% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | +0.12% | +3.31% | |
| 15 | T | At&t INC | 株式-通信サービス | 0.88% | — | -2.09% | |
| 16 | AXP | American Express Company | 株式-金融 | 0.87% | — | +5.87% | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.84% | — | -8.68% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.83% | +0.15% | +8.05% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.81% | — | +85.21% | |
| 20 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.81% | — | -5.39% | |
| 21 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.81% | — | +5.76% | |
| 22 | ADP | Automatic Data Processing | 株式-IT | 0.76% | -0.06% | +0.02% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | -0.09% | — | |
| 24 | WFC | Wells Fargo & Co | 株式-金融 | 0.70% | — | +3.80% | |
| 25 | CB | Chubb Limited | 株式-金融 | 0.69% | — | +29.55% | |
| 26 | QCOM | Qualcomm INC | 株式-IT | 0.64% | -0.12% | +22.01% | |
| 27 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.63% | — | +7.44% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.63% | +0.14% | +5.01% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.62% | — | -8.17% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.58% | -0.10% | -16.84% | |
| 31 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.57% | — | +0.61% | |
| 32 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.56% | — | +5.76% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | +0.07% | +0.77% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | -0.10% | +1.29% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | +2.35% | |
| 36 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.53% | +0.08% | +8.59% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | +0.05% | +35.55% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | -0.06% | — | |
| 39 | NEE | Nextera Energy INC | 株式-公益事業 | 0.51% | +0.05% | +0.36% | |
| 40 | UMPQUSD | Umpqua Holdings CORP | 株式-その他 | 0.50% | — | -1.04% | |
| 41 | EMR | Emerson Electric Co | 株式-資本財 | 0.50% | — | -18.93% | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.49% | — | -6.85% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | +0.13% | -6.29% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | -0.09% | +7.58% | |
| 45 | IP | International Paper Co | 株式-一般消費財 | 0.47% | — | +9.49% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.46% | — | +5.71% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.44% | — | +81.47% | |
| 48 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.43% | — | -0.16% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.41% | +0.04% | +6.69% | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.41% | — | +9.14% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DJP | Ipath Bloomberg Commodity In | +0.4% | +352324.67% | 増加 |
| 2 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +85.21% | 増加 |
| 3 | MSFT | Microsoft CORP | +0.3% | +5.10% | 増加 |
| 4 | CMCSA | Comcast Corp-class A | +0.2% | +196.51% | 増加 |
| 5 | JWNUSD | Nordstrom INC | +0.2% | +357.75% | 増加 |
| 6 | ABBV | Abbvie INC | +0.2% | +81.47% | 増加 |
| 7 | CVS | Cvs Health CORP | +0.2% | +148.96% | 増加 |
| 8 | CB | Chubb Limited | +0.2% | +29.55% | 増加 |
| 9 | USB | US Bancorp | +0.2% | +136.23% | 増加 |
| 10 | MRK | Merck & Co. INC. | +0.1% | +35.55% | 増加 |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +230.00% | 増加 |
| 12 | ATRO | Astronics CORP | +0.1% | +9196.36% | 増加 |
| 13 | VTV | Vanguard Value ETF | +0.1% | +3.19% | 増加 |
| 14 | SHW | Sherwin-williams Co/the | +0.1% | +3413.00% | 増加 |
| 15 | VZ | Verizon Communications INC | +0.1% | +39.60% | 増加 |
| 16 | ✓ | +0.1% | +585.31% | 増加 | |
| 17 | ✓ | +0.1% | +33.82% | 増加 | |
| 18 | GBX | Greenbrier Companies INC | +0.1% | +138.57% | 増加 |
| 19 | FPX | First Trust US Equity Opport | +0.1% | +978.93% | 増加 |
| 20 | DATA | Tableau Software Inc-cl A | +0.1% | +102.97% | 増加 |
| 21 | MU | Micron Technology INC | +0.1% | +2466.74% | 増加 |
| 22 | WY | Weyerhaeuser Co | +0.1% | +83.29% | 増加 |
| 23 | VUG | Vanguard Growth ETF | +0.1% | +2.81% | 増加 |
| 24 | VOO | Vanguard S&p 500 ETF | +0.1% | +77.07% | 増加 |
| 25 | JNJ | Johnson & Johnson | +0.1% | +2.53% | 増加 |
| 26 | AXP | American Express Company | +0.1% | +5.87% | 増加 |
| 27 | UTXZ | United Tech CORP | +0.1% | +5.17% | 増加 |
| 28 | COST | Costco Wholesale CORP | +0.1% | +5.01% | 増加 |
| 29 | VEA | Vanguard Ftse Developed ETF | 0% | +5.35% | 増加 |
| 30 | IWF | Ishares Russell 1000 Growth | 0% | +1.87% | 増加 |
| 31 | PG | Procter & Gamble Co/the | 0% | -0.13% | 減少 |
| 32 | PEP | Pepsico INC | — | +1.22% | 増加 |
| 33 | KBR | Kbr INC | -0.1% | -32.11% | 減少 |
| 34 | SCHN1EUR | Schnitzer Steel Inds Inc-a | -0.1% | -91.84% | 減少 |
| 35 | HOG | Harley-davidson INC | -0.1% | -70.31% | 減少 |
| 36 | TPC | Tutor Perini CORP | -0.1% | -36.78% | 減少 |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | -69.98% | 減少 |
| 38 | ✓ | -0.2% | -96.50% | 減少 | |
| 39 | TG7 | Triumph Group INC | -0.2% | -67.15% | 減少 |
| 40 | DKS | Dick's Sporting Goods INC | -0.2% | -5.67% | 減少 |
| 41 | POT1EUR | Potash CORP Of Saskatchewan | -0.2% | -57.98% | 減少 |
| 42 | VALE | Vale S.A. | -0.2% | -95.22% | 減少 |
| 43 | IBM | Intl Business Machines CORP | -0.2% | -16.84% | 減少 |
| 44 | KMI | Kinder Morgan INC | -0.3% | -14.92% | 減少 |
| 45 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 46 | GOOG | Alphabet A | — | EXIT | 全売却 |
| 47 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 48 | ✓ | Google INC Class C | — | EXIT | 全売却 |
| 49 | CMCSA | Comcast Corporation | — | EXIT | 全売却 |
| 50 | GOF | Guggenheim Strategic Opportunities Fund | — | EXIT | 全売却 |