CIK: 0001080107
申告総資産額
$165.0億
上位200銘柄を表示中（全2391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 | 5.78% | +0.16% | +3.39% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 5.36% | -0.50% | +4.17% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.68% | — | +6.34% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.64% | +0.07% | +2.90% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.62% | -0.51% | +19.71% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.59% | -0.15% | +4.02% | |
| 7 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.35% | — | +2.11% | |
| 8 | PEP | Pepsico INC | 株式-生活必需品 | 1.33% | +0.04% | +4.15% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.26% | -0.07% | +1.66% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.25% | — | +2.85% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.10% | +0.12% | +5.18% | |
| 12 | T | At&t INC | 株式-通信サービス | 1.10% | — | +2.95% | |
| 13 | UTXZ | United Tech CORP | 株式-その他 | 1.05% | — | +5.28% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.00% | +0.15% | +16.17% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.99% | — | -1.28% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.93% | — | +6.07% | |
| 17 | CB | Chubb Limited | 株式-金融 | 0.91% | — | +14.10% | |
| 18 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.83% | — | +11.28% | |
| 19 | WFC | Wells Fargo & Co | 株式-金融 | 0.79% | — | +12.89% | |
| 20 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.77% | — | +3.54% | |
| 21 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.72% | — | +14.81% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.69% | — | +9.68% | |
| 23 | ADP | Automatic Data Processing | 株式-IT | 0.69% | -0.06% | +5.39% | |
| 24 | IP | International Paper Co | 株式-一般消費財 | 0.68% | — | +5.96% | |
| 25 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.67% | — | +6.41% | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 0.65% | -0.10% | +4.28% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | -0.10% | +3.28% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.63% | +0.07% | +2.24% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | +0.13% | +12.20% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | +0.05% | +2.90% | |
| 31 | EMR | Emerson Electric Co | 株式-資本財 | 0.63% | — | +9.24% | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 0.62% | +0.05% | +5.98% | |
| 33 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.60% | +0.08% | +9.46% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.59% | -0.12% | +9.45% | |
| 35 | AXP | American Express Company | 株式-金融 | 0.55% | — | -12.13% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | +1.23% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.54% | — | +3.21% | |
| 38 | JWNUSD | Nordstrom INC | 株式-その他 | 0.53% | — | +101.01% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | -0.09% | +5.60% | |
| 40 | SLB | Slb LTD | 株式-エネルギー | 0.52% | — | +8.08% | |
| 41 | MMM | 3m Co | 株式-資本財 | 0.52% | — | +0.68% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.52% | — | -0.70% | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.52% | — | +5.35% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.51% | +0.14% | +3.01% | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.51% | — | +5.88% | |
| 46 | WY | Weyerhaeuser Co | 株式-不動産 | 0.50% | — | -28.42% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.50% | — | +25.92% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | +0.05% | -0.90% | |
| 49 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.46% | — | +1.72% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.46% | — | +14.08% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DE | Deere & Co | +0.2% | +210.20% | 増加 |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | +0.2% | +1462.72% | 増加 |
| 3 | CMG | Chipotle Mexican Grill INC | +0.2% | +4874.43% | 増加 |
| 4 | JNJ | Johnson & Johnson | +0.1% | +2.90% | 増加 |
| 5 | CB | Chubb Limited | +0.1% | +14.10% | 増加 |
| 6 | NVS | Novartis Ag-sponsored Adr | +0.1% | +11.28% | 増加 |
| 7 | SRCLEUR | Stericycle INC | +0.1% | +281.81% | 増加 |
| 8 | ✓ | Shire PLC | +0.1% | +1995.01% | 増加 |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +5.18% | 増加 |
| 10 | JWNUSD | Nordstrom INC | +0.1% | +101.01% | 増加 |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.1% | +16.17% | 増加 |
| 12 | ✓ | +0.1% | +102.31% | 増加 | |
| 13 | CVX | Chevron CORP | +0.1% | +12.20% | 増加 |
| 14 | CELG | Celgene CORP | +0.1% | +80.96% | 増加 |
| 15 | ALK | Alaska Air Group INC | +0.1% | +434.43% | 増加 |
| 16 | T | At&t INC | +0.1% | +2.95% | 増加 |
| 17 | PFE | Pfizer INC | +0.1% | +2.24% | 増加 |
| 18 | BSV | Vanguard Short-term Bond ETF | +0.1% | +25.92% | 増加 |
| 19 | GILD | Gilead Sciences INC | +0.1% | +53.76% | 増加 |
| 20 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +60.27% | 増加 |
| 21 | WBA | Walgreens Boots Alliance INC | +0.1% | +704.91% | 増加 |
| 22 | CIO | City Office Reit INC | +0.1% | +83.98% | 増加 |
| 23 | MSFT | Microsoft CORP | +0.1% | +19.71% | 増加 |
| 24 | AMGN | Amgen INC | +0.1% | +41.67% | 増加 |
| 25 | TWTRUSD | Twitter INC | +0.1% | +123.77% | 増加 |
| 26 | NEE | Nextera Energy INC | +0.1% | +5.98% | 増加 |
| 27 | VTV | Vanguard Value ETF | +0.1% | +3.39% | 増加 |
| 28 | IWO | Ishares Russell 2000 Growth | +0.1% | +9.68% | 増加 |
| 29 | PEP | Pepsico INC | 0% | +4.15% | 増加 |
| 30 | PG | Procter & Gamble Co/the | 0% | +6.07% | 増加 |
| 31 | UTXZ | United Tech CORP | 0% | +5.28% | 増加 |
| 32 | VEA | Vanguard Ftse Developed ETF | 0% | +6.34% | 増加 |
| 33 | VUG | Vanguard Growth ETF | -0.1% | +4.17% | 増加 |
| 34 | CIM | Chimera Investment Corporation | -0.1% | -94.02% | 減少 |
| 35 | HAE | Haemonetics Corp/mass | -0.1% | -95.46% | 減少 |
| 36 | COF | Capital One Financial CORP | -0.1% | -76.73% | 減少 |
| 37 | UMPQUSD | Umpqua Holdings CORP | -0.1% | -15.47% | 減少 |
| 38 | ATI | Ati INC | -0.1% | -82.56% | 減少 |
| 39 | CAT | Caterpillar INC | -0.1% | -52.23% | 減少 |
| 40 | BA | Boeing Co/the | -0.1% | -33.77% | 減少 |
| 41 | TPC | Tutor Perini CORP | -0.1% | -58.63% | 減少 |
| 42 | ✓ | Marketo INC | -0.1% | -95.67% | 減少 |
| 43 | USB | US Bancorp | -0.2% | -51.48% | 減少 |
| 44 | GIS | General Mills INC | -0.2% | -59.01% | 減少 |
| 45 | PRGO | Perrigo Company plc | -0.2% | -97.85% | 減少 |
| 46 | AAPL | Apple INC | -0.3% | +4.02% | 増加 |
| 47 | WY | Weyerhaeuser Co | -0.3% | -28.42% | 減少 |
| 48 | ✓ | — | EXIT | 全売却 | |
| 49 | ✓ | Time Warner Cable INC | — | EXIT | 全売却 |
| 50 | SNDK | Sandisk Corporation | — | EXIT | 全売却 |