CIK: 0001126395
申告総資産額
$65.3億
上位200銘柄を表示中（全214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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.80% | — | -0.31% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.66% | +0.01% | -0.28% | |
| 3 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 3.08% | — | +33.63% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.73% | +0.30% | +31.16% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.43% | -0.52% | -0.99% | |
| 6 | STT | State Street CORP | 株式-金融 | 2.09% | — | -0.01% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.98% | — | -47.71% | |
| 8 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.88% | — | -2.68% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.86% | — | +887.19% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.76% | — | +3.24% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.73% | — | +0.22% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.68% | — | +1.51% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.62% | +0.30% | +15.82% | |
| 14 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 1.58% | — | +2.57% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.51% | — | +1.80% | |
| 16 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 1.50% | — | -28.47% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.48% | — | +0.36% | |
| 18 | FDX | Fedex CORP | 株式-資本財 | 1.46% | — | +0.27% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.45% | +0.01% | +0.63% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.44% | — | +0.40% | |
| 21 | CELG | Celgene CORP | 株式-その他 | 1.44% | — | +0.16% | |
| 22 | BIIB | Biogen INC | 株式-ヘルスケア | 1.35% | — | +0.94% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.32% | — | +8.49% | |
| 24 | ✓ | 株式-その他 | 1.31% | — | +0.52% | ||
| 25 | F | Ford Motor Co | 株式-一般消費財 | 1.28% | — | +0.50% | |
| 26 | CB | Chubb Limited | 株式-金融 | 1.24% | — | +0.97% | |
| 27 | MS | Morgan Stanley | 株式-金融 | 1.23% | — | +0.33% | |
| 28 | AXP | American Express Co | 株式-金融 | 1.21% | — | +1.05% | |
| 29 | BAC | Bank Of America CORP | 株式-金融 | 1.18% | +0.10% | +1.68% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.17% | — | +0.65% | |
| 31 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.16% | — | -0.02% | |
| 32 | MAS | Masco CORP | 株式-資本財 | 1.15% | — | +1.34% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.15% | — | +0.43% | |
| 34 | DFSEUR | Discover Financial Services | 株式-その他 | 1.15% | — | +0.64% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.14% | — | +1.60% | |
| 36 | CAH | Cardinal Health INC | 株式-ヘルスケア | 1.13% | — | +16.99% | |
| 37 | COP | Conocophillips | 株式-エネルギー | 1.12% | — | +368.01% | |
| 38 | ✓ | 株式-その他 | 1.10% | — | +1.43% | ||
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.08% | — | +0.13% | |
| 40 | QCOM | Qualcomm INC | 株式-IT | 1.08% | — | +1.44% | |
| 41 | HON | Honeywell International INC | 株式-資本財 | 1.07% | — | +0.55% | |
| 42 | DOW | Dow Chem Co | 株式-素材 | 1.07% | — | +1.10% | |
| 43 | ADI | Analog Devices INC | 株式-IT | 1.05% | +0.17% | +0.73% | |
| 44 | CAT | Caterpillar INC | 株式-資本財 | 1.05% | — | +0.73% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.04% | — | -56.52% | |
| 46 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.03% | — | -17.93% | |
| 47 | CRM | Salesforce INC | 株式-IT | 1.02% | — | +1.95% | |
| 48 | GOOG | Alphabet A | 株式-通信サービス | 1.01% | — | +38.78% | |
| 49 | IVZ | Invesco Ltd. | 株式-金融 | 1.00% | — | +30.56% | |
| 50 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.98% | — | +1.18% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +1.7% | +887.19% | 増加 |
| 2 | COP | Conocophillips | +0.9% | +368.01% | 増加 |
| 3 | AAPL | Apple INC | +0.8% | +31.16% | 増加 |
| 4 | WMB | Williams Cos INC | +0.7% | +555.96% | 増加 |
| 5 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | +0.6% | +33.63% | 増加 |
| 6 | DUK | Duke Energy CORP | +0.6% | +219.56% | 増加 |
| 7 | V | Visa Inc-class A Shares | +0.3% | +0.63% | 増加 |
| 8 | ✓ | +0.2% | +1.43% | 増加 | |
| 9 | IVZ | Invesco Ltd. | +0.2% | +30.56% | 増加 |
| 10 | CAH | Cardinal Health INC | +0.2% | +16.99% | 増加 |
| 11 | HD | Home Depot INC | +0.2% | +1.51% | 増加 |
| 12 | CELG | Celgene CORP | +0.2% | +0.16% | 増加 |
| 13 | BDX | Becton Dickinson And Co | +0.2% | -0.02% | 減少 |
| 14 | GOOG | Alphabet A | +0.2% | +38.78% | 増加 |
| 15 | WFC | Wells Fargo & Co | +0.2% | +558.62% | 増加 |
| 16 | IJH | Ishares Core S&p Midcap ETF | +0.2% | -0.31% | 減少 |
| 17 | JNJ | Johnson & Johnson | +0.2% | +15.82% | 増加 |
| 18 | CB | Chubb Limited | +0.1% | +0.97% | 増加 |
| 19 | PAYX | Paychex INC | +0.1% | +620.21% | 増加 |
| 20 | PG | Procter & Gamble Co/the | +0.1% | +0.22% | 増加 |
| 21 | COST | Costco Wholesale CORP | +0.1% | +0.43% | 増加 |
| 22 | MS | Morgan Stanley | +0.1% | +0.33% | 増加 |
| 23 | XEL | Xcel Energy INC | +0.1% | +0.35% | 増加 |
| 24 | WSM | Williams-sonoma INC | +0.1% | +1.18% | 増加 |
| 25 | STT | State Street CORP | +0.1% | -0.01% | 減少 |
| 26 | ✓ | +0.1% | +0.52% | 増加 | |
| 27 | ADI | Analog Devices INC | +0.1% | +0.73% | 増加 |
| 28 | WY | Weyerhaeuser Co | +0.1% | +0.44% | 増加 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.28% | 減少 |
| 30 | ADP | Automatic Data Processing | -0.1% | -71.77% | 減少 |
| 31 | KMB | Kimberly-clark CORP | -0.2% | -17.93% | 減少 |
| 32 | DOW | Dow Chem Co | -0.2% | +1.10% | 増加 |
| 33 | HAL | Halliburton Co | -0.2% | +35.05% | 増加 |
| 34 | ✓ | -0.2% | -90.29% | 減少 | |
| 35 | IEF | Ishares 7-10 Year Treasury B | -0.3% | -32.38% | 減少 |
| 36 | IBM | Intl Business Machines CORP | -0.3% | -12.66% | 減少 |
| 37 | GOF | Guggenheim Strategic Opportunities Fund | -0.5% | -86.29% | 減少 |
| 38 | ✓ | Uil Holdings Corporation | -0.5% | -79.86% | 減少 |
| 39 | OXY | Occidental Petroleum CORP | -0.8% | -93.94% | 減少 |
| 40 | EZU | Ishares Msci Eurozone ETF | -0.8% | -28.47% | 減少 |
| 41 | HFCUSD | Hollyfrontier CORP | -0.8% | -97.35% | 減少 |
| 42 | ETN | Eaton Corporation plc | -1% | -96.50% | 減少 |
| 43 | EBAY | Ebay INC | -1% | -94.91% | 減少 |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | -1.4% | -56.52% | 減少 |
| 45 | IGIB | Ishares 5-10y Inv Grade CORP | -1.9% | -47.71% | 減少 |
| 46 | HEDJ | Wisdomtree Europe Hedged Equ | — | NEW | 新規購入 |
| 47 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | — | NEW | 新規購入 |
| 48 | DNOW | Dnow INC | — | EXIT | 全売却 |
| 49 | CBRL | Cracker Barrel Old Country | — | NEW | 新規購入 |
| 50 | LMT | Lockheed Martin CORP | — | NEW | 新規購入 |