CIK: 0001080107
申告総資産額
$165.0億
上位200銘柄を表示中（全2499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 | 5.35% | +0.16% | +5.43% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 4.89% | -0.50% | +8.21% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.42% | — | +9.40% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.70% | -0.51% | -2.33% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.66% | -0.15% | +103.78% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.50% | +0.07% | +4.64% | |
| 7 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.21% | — | +3.84% | |
| 8 | PEP | Pepsico INC | 株式-生活必需品 | 1.20% | +0.04% | -1.55% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.16% | +0.15% | +20.91% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.13% | — | +1.89% | |
| 11 | T | At&t INC | 株式-通信サービス | 1.08% | — | +11.62% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.06% | +0.12% | +4.37% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.06% | -0.07% | +3.07% | |
| 14 | UTXZ | United Tech CORP | 株式-その他 | 1.01% | — | +6.00% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.95% | — | +57.74% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | — | +8.54% | |
| 17 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.88% | — | +43.78% | |
| 18 | CB | Chubb Limited | 株式-金融 | 0.88% | — | +16.48% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | -0.10% | +5.00% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.87% | — | +15.55% | |
| 21 | WFC | Wells Fargo & Co | 株式-金融 | 0.86% | — | -11.59% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 0.75% | -0.10% | +3.89% | |
| 23 | ADP | Automatic Data Processing | 株式-IT | 0.75% | -0.06% | +147.07% | |
| 24 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.72% | — | +11.74% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | -0.09% | -1.93% | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.68% | +0.08% | +8.66% | |
| 27 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.67% | — | +6.43% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 0.67% | -0.12% | +4.20% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | +0.13% | +2.58% | |
| 30 | IP | International Paper Co | 株式-一般消費財 | 0.67% | — | -0.20% | |
| 31 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.64% | — | +17.20% | |
| 32 | EMR | Emerson Electric Co | 株式-資本財 | 0.61% | — | +6.09% | |
| 33 | VFC | Vf CORP | 株式-一般消費財 | 0.57% | — | +168.80% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | — | +8.44% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.56% | +0.05% | -3.10% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.56% | — | +24.18% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.56% | — | -6.43% | |
| 38 | ✓ | Powershares | 株式-その他 | 0.54% | — | +15.22% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.53% | +0.07% | +3.51% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | -0.09% | -9.63% | |
| 41 | SLB | Slb LTD | 株式-エネルギー | 0.53% | — | +4.75% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.52% | — | +14.90% | |
| 43 | NEE | Nextera Energy INC | 株式-公益事業 | 0.52% | +0.05% | +10.96% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.51% | — | +17.95% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.46% | — | +1.32% | |
| 46 | MMM | 3m Co | 株式-資本財 | 0.46% | — | +2.70% | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.44% | — | -12.24% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | -0.06% | +3.38% | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.44% | +0.14% | +7.45% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | +0.05% | -4.99% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.8% | +103.78% | 増加 |
| 2 | ADP | Automatic Data Processing | +0.5% | +147.07% | 増加 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +57.74% | 増加 |
| 4 | VFC | Vf CORP | +0.3% | +168.80% | 増加 |
| 5 | AMZN | Amazon.com INC | +0.2% | +282.05% | 増加 |
| 6 | BA | Boeing Co/the | +0.2% | +166.51% | 増加 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +5.00% | 増加 |
| 8 | AMGN | Amgen INC | +0.2% | +188.68% | 増加 |
| 9 | VTV | Vanguard Value ETF | +0.1% | +5.43% | 増加 |
| 10 | CVS | Cvs Health CORP | +0.1% | +43.78% | 増加 |
| 11 | PNC | Pnc Financial Services Group | +0.1% | +382.92% | 増加 |
| 12 | KBR | Kbr INC | +0.1% | +64.18% | 増加 |
| 13 | CBRL | Cracker Barrel Old Country | +0.1% | +9758.01% | 増加 |
| 14 | CB | Chubb Limited | +0.1% | +16.48% | 増加 |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +17.95% | 増加 |
| 16 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | +335.85% | 増加 |
| 17 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +385.83% | 増加 |
| 18 | BAC | Bank Of America CORP | +0.1% | +420.85% | 増加 |
| 19 | ✓ | Juno Therapeutics | +0.1% | +1177.05% | 増加 |
| 20 | AGG | Ishares Core U.s. Aggregate | +0.1% | +20.91% | 増加 |
| 21 | T | At&t INC | +0.1% | +11.62% | 増加 |
| 22 | IVV | Ishares Core S&p 500 ETF | +0.1% | +15.55% | 増加 |
| 23 | IWN | Ishares Russell 2000 Value E | +0.1% | +8.66% | 増加 |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +74.89% | 増加 |
| 25 | XLE | Ss Energy Select Sector | +0.1% | +93.88% | 増加 |
| 26 | BSV | Vanguard Short-term Bond ETF | +0.1% | +24.18% | 増加 |
| 27 | DIS | Walt Disney Co/the | +0.1% | +8.44% | 増加 |
| 28 | UTXZ | United Tech CORP | 0% | +6.00% | 増加 |
| 29 | CVX | Chevron CORP | 0% | +2.58% | 増加 |
| 30 | DE | Deere & Co | 0% | +2.65% | 増加 |
| 31 | IWO | Ishares Russell 2000 Growth | 0% | +11.74% | 増加 |
| 32 | QUAL | Ishares Msci USA Quality Fac | 0% | +14.90% | 増加 |
| 33 | ✓ | Powershares | 0% | +15.22% | 増加 |
| 34 | AEP | American Electric Power Company, Inc. | 0% | +3.84% | 増加 |
| 35 | WFC | Wells Fargo & Co | — | -11.59% | 減少 |
| 36 | XOM | Exxon Mobil CORP | 0% | +4.37% | 増加 |
| 37 | MSFT | Microsoft CORP | -0.1% | -2.33% | 減少 |
| 38 | PCH | Potlatchdeltic CORP | -0.1% | -90.65% | 減少 |
| 39 | VEA | Vanguard Ftse Developed ETF | -0.1% | +9.40% | 増加 |
| 40 | TWTRUSD | Twitter INC | -0.1% | -14.08% | 減少 |
| 41 | VUG | Vanguard Growth ETF | -0.1% | +8.21% | 増加 |
| 42 | GBX | Greenbrier Companies INC | -0.1% | -66.31% | 減少 |
| 43 | CAG | Conagra Brands INC | -0.1% | -9.86% | 減少 |
| 44 | MU | Micron Technology INC | -0.2% | -92.07% | 減少 |
| 45 | JWNUSD | Nordstrom INC | -0.3% | -33.60% | 減少 |
| 46 | GPC | Genuine Parts Co | -0.3% | -46.06% | 減少 |
| 47 | ✓ | Fleetmatics Group PLC | — | EXIT | 全売却 |
| 48 | GOF | Guggenheim Strategic Opportunities Fund | — | EXIT | 全売却 |
| 49 | ATRO | Astronics CORP | — | NEW | 新規購入 |
| 50 | LW | Lamb Weston Holdings INC | — | NEW | 新規購入 |