CIK: 0001126395
申告総資産額
$65.3億
上位200銘柄を表示中（全201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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.82% | +0.01% | +3.38% | |
| 2 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 3.04% | — | -1.35% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.73% | — | -0.72% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.50% | +0.30% | +0.84% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.25% | — | -4.16% | |
| 6 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.21% | — | -1.75% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 2.05% | — | +0.33% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.90% | -0.52% | -5.23% | |
| 9 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 1.75% | — | +2.16% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.74% | — | +2.70% | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.68% | — | +1.61% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.62% | +0.30% | +0.10% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.62% | +0.04% | +1.04% | |
| 14 | STT | State Street CORP | 株式-金融 | 1.61% | — | +0.65% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.60% | — | -0.53% | |
| 16 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 1.59% | — | +1.81% | |
| 17 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.56% | — | +1.17% | |
| 18 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 1.50% | — | +2.06% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.49% | +0.32% | — | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.49% | — | +0.72% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.46% | — | +21.80% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.43% | — | +0.65% | |
| 23 | CAH | Cardinal Health INC | 株式-ヘルスケア | 1.43% | — | +13.30% | |
| 24 | DBJP | Xtrackers Msci Japan Hedged | ETF-その他 | 1.39% | — | +3.48% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.39% | +0.01% | +0.20% | |
| 26 | CB | Chubb Limited | 株式-金融 | 1.39% | — | +1.22% | |
| 27 | CRM | Salesforce INC | 株式-IT | 1.34% | — | +1.05% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.34% | — | -0.34% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.33% | — | +0.47% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.33% | — | +0.64% | |
| 31 | CELG | Celgene CORP | 株式-その他 | 1.27% | — | +0.83% | |
| 32 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.20% | — | +0.95% | |
| 33 | F | Ford Motor Co | 株式-一般消費財 | 1.19% | — | -0.51% | |
| 34 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.16% | — | +0.45% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.16% | — | +0.72% | |
| 36 | EMR | Emerson Electric Co | 株式-資本財 | 1.15% | — | +0.69% | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 1.13% | +0.10% | +1.28% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.10% | — | +0.38% | |
| 39 | FDX | Fedex CORP | 株式-資本財 | 1.07% | — | +0.81% | |
| 40 | ADI | Analog Devices INC | 株式-IT | 1.06% | +0.17% | +0.80% | |
| 41 | ✓ | 株式-その他 | 1.05% | — | +0.63% | ||
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.04% | — | — | |
| 43 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.04% | — | +0.25% | |
| 44 | PYPL | Paypal Holdings INC | 株式-金融 | 1.02% | — | — | |
| 45 | MS | Morgan Stanley | 株式-金融 | 1.01% | — | +1.12% | |
| 46 | SYK | Stryker CORP | 株式-ヘルスケア | 1.01% | — | +1.44% | |
| 47 | BIIB | Biogen INC | 株式-ヘルスケア | 1.00% | — | +0.36% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.97% | — | +0.41% | |
| 49 | COP | Conocophillips | 株式-エネルギー | 0.96% | — | +18.53% | |
| 50 | WFC | Wells Fargo & Co | 株式-金融 | 0.96% | — | +323.79% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | +0.7% | +323.79% | 増加 |
| 2 | CVX | Chevron CORP | +0.4% | +21.80% | 増加 |
| 3 | MU | Micron Technology INC | +0.3% | +85.06% | 増加 |
| 4 | AEP | American Electric Power Company, Inc. | +0.3% | -1.75% | 減少 |
| 5 | CAH | Cardinal Health INC | +0.3% | +13.30% | 増加 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +3.38% | 増加 |
| 7 | HD | Home Depot INC | +0.2% | +0.33% | 増加 |
| 8 | KMB | Kimberly-clark CORP | +0.1% | +0.45% | 増加 |
| 9 | CB | Chubb Limited | +0.1% | +1.22% | 増加 |
| 10 | MSFT | Microsoft CORP | +0.1% | +0.30% | 増加 |
| 11 | CRM | Salesforce INC | +0.1% | +1.05% | 増加 |
| 12 | BDX | Becton Dickinson And Co | +0.1% | +0.25% | 増加 |
| 13 | COST | Costco Wholesale CORP | +0.1% | +0.64% | 増加 |
| 14 | V | Visa Inc-class A Shares | +0.1% | +0.20% | 増加 |
| 15 | COP | Conocophillips | +0.1% | +18.53% | 増加 |
| 16 | JNJ | Johnson & Johnson | +0.1% | +0.10% | 増加 |
| 17 | PG | Procter & Gamble Co/the | +0.1% | -0.53% | 減少 |
| 18 | CELG | Celgene CORP | +0.1% | +0.83% | 増加 |
| 19 | ✓ | +0.1% | +0.63% | 増加 | |
| 20 | CBT | Cabot CORP | +0.1% | — | 変化なし |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +1.04% | 増加 |
| 22 | MAS | Masco CORP | +0.1% | +0.07% | 増加 |
| 23 | EMR | Emerson Electric Co | +0.1% | +0.69% | 増加 |
| 24 | DBJP | Xtrackers Msci Japan Hedged | 0% | +3.48% | 増加 |
| 25 | BAC | Bank Of America CORP | 0% | +1.28% | 増加 |
| 26 | HON | Honeywell International INC | 0% | +0.41% | 増加 |
| 27 | KO | Coca-cola Co/the | 0% | +0.72% | 増加 |
| 28 | WY | Weyerhaeuser Co | 0% | +0.72% | 増加 |
| 29 | SBUX | Starbucks CORP | 0% | +1.17% | 増加 |
| 30 | VZ | Verizon Communications INC | 0% | +0.65% | 増加 |
| 31 | MRK | Merck & Co. INC. | 0% | +0.38% | 増加 |
| 32 | XLY | Ss Consumer Disc Select Sect | 0% | +0.72% | 増加 |
| 33 | LLY | Eli Lilly & Co | -0.2% | -63.60% | 減少 |
| 34 | DOC | Healthpeak Properties, Inc. | -0.2% | -83.48% | 減少 |
| 35 | AAPL | Apple INC | -0.2% | +0.84% | 増加 |
| 36 | CBRL | Cracker Barrel Old Country | -0.3% | -88.56% | 減少 |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.3% | -4.16% | 減少 |
| 38 | WSM | Williams-sonoma INC | -0.3% | +1.20% | 増加 |
| 39 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | -0.4% | -1.35% | 減少 |
| 40 | GLW | Corning INC | -0.5% | -95.66% | 減少 |
| 41 | DFSEUR | Discover Financial Services | -0.7% | -90.45% | 減少 |
| 42 | DOW | Dow Chem Co | -0.9% | -90.83% | 減少 |
| 43 | KMI | Kinder Morgan INC | -1% | -94.92% | 減少 |
| 44 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 45 | GOOG | Alphabet A | — | EXIT | 全売却 |
| 46 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 47 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 48 | ✓ | Google INC Class C | — | EXIT | 全売却 |
| 49 | OMC | Omnicom Group | — | NEW | 新規購入 |
| 50 | BBTUSD | Bb&t CORP | — | NEW | 新規購入 |