CIK: 0000035442
申告総資産額
$84.6億
上位200銘柄を表示中（全349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 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.78% | — | +3.12% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.84% | +0.35% | -0.96% | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.16% | — | -0.67% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.59% | -0.29% | -0.23% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.22% | — | -6.54% | |
| 6 | TMLP | Tortoise MLP ETF | ETF-その他 | 2.17% | — | +5.62% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.09% | — | -0.34% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.95% | — | +5.94% | |
| 9 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 1.90% | — | -1.30% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.69% | -0.83% | +0.37% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.64% | -0.42% | +26.62% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.60% | +0.14% | +0.84% | |
| 13 | UTXZ | United Tech CORP | 株式-その他 | 1.58% | — | -0.38% | |
| 14 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.49% | — | -1.39% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.44% | -0.01% | +1.33% | |
| 16 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.42% | — | +1.25% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.39% | — | -0.60% | |
| 18 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.34% | — | -0.32% | |
| 19 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.26% | +0.29% | +19.23% | |
| 20 | UNP | Union Pacific CORP | 株式-資本財 | 1.24% | — | +2.89% | |
| 21 | WFC | Wells Fargo & Co | 株式-金融 | 1.20% | — | -0.45% | |
| 22 | CB | Chubb Limited | 株式-金融 | 1.15% | — | +1.15% | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 1.06% | — | -6.52% | |
| 24 | MMM | 3m Co | 株式-資本財 | 1.06% | — | -0.29% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.06% | — | +3.15% | |
| 26 | SRCLEUR | Stericycle INC | 株式-その他 | 1.05% | — | -1.21% | |
| 27 | AXP | American Express Company | 株式-金融 | 1.05% | — | -6.64% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.99% | +0.09% | -1.98% | |
| 29 | NOVEUR | National Oilwell Varco INC | 株式-その他 | 0.98% | — | -0.94% | |
| 30 | INTC | Intel CORP | 株式-IT | 0.97% | — | -0.01% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.96% | — | -0.60% | |
| 32 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.95% | — | -0.81% | |
| 33 | MTD | Mettler-toledo International | 株式-ヘルスケア | 0.93% | — | -1.95% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.92% | -0.05% | -2.02% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.90% | — | +0.24% | |
| 36 | USB | US Bancorp | 株式-金融 | 0.90% | — | -1.05% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.86% | +0.07% | +0.21% | |
| 38 | STT | State Street CORP | 株式-金融 | 0.85% | — | -2.91% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.81% | -0.09% | -0.53% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.80% | — | -1.12% | |
| 41 | QCOM | Qualcomm INC | 株式-IT | 0.80% | — | -3.08% | |
| 42 | SPG | Simon Property Group INC | 株式-不動産 | 0.79% | — | -1.26% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.79% | -0.09% | +0.07% | |
| 44 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.75% | -0.07% | +5.09% | |
| 45 | PSA | Public Storage | 株式-不動産 | 0.74% | — | +0.08% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | +0.13% | |
| 47 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.68% | — | -0.70% | |
| 48 | EMR | Emerson Electric Co | 株式-資本財 | 0.65% | — | +0.21% | |
| 49 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.63% | — | -0.65% | |
| 50 | APH | Amphenol Corp-cl A | 株式-IT | 0.62% | -0.04% | +113.79% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPG | Simon Property Group INC | +0.5% | -1.26% | 減少 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.3% | +26.62% | 増加 |
| 3 | TJX | Tjx Companies INC | +0.3% | +19.23% | 増加 |
| 4 | AAPL | Apple INC | +0.2% | -0.23% | 減少 |
| 5 | VNQ | Vanguard Real Estate ETF | +0.2% | +5.94% | 増加 |
| 6 | CVS | Cvs Health CORP | +0.2% | +1.25% | 増加 |
| 7 | HD | Home Depot INC | +0.1% | +1.33% | 増加 |
| 8 | CB | Chubb Limited | +0.1% | +1.15% | 増加 |
| 9 | MMM | 3m Co | +0.1% | -0.29% | 減少 |
| 10 | ✓ | +0.1% | -2.04% | 減少 | |
| 11 | UNP | Union Pacific CORP | +0.1% | +2.89% | 増加 |
| 12 | MTD | Mettler-toledo International | +0.1% | -1.95% | 減少 |
| 13 | CHD | Church & Dwight Co INC | +0.1% | -0.32% | 減少 |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.1% | +352.04% | 増加 |
| 15 | PG | Procter & Gamble Co/the | +0.1% | -0.34% | 減少 |
| 16 | AXP | American Express Company | +0.1% | -6.64% | 減少 |
| 17 | LOW | Lowe's Cos INC | +0.1% | -2.73% | 減少 |
| 18 | SRCLEUR | Stericycle INC | +0.1% | -1.21% | 減少 |
| 19 | APH | Amphenol Corp-cl A | +0.1% | +113.79% | 増加 |
| 20 | UTXZ | United Tech CORP | +0.1% | -0.38% | 減少 |
| 21 | ABBV | Abbvie INC | +0.1% | -2.02% | 減少 |
| 22 | CSCO | Cisco Systems INC | +0.1% | +0.24% | 増加 |
| 23 | ICF | Ishares Select U.s. Reit ETF | +0.1% | -0.70% | 減少 |
| 24 | VFC | Vf CORP | +0.1% | +2.16% | 増加 |
| 25 | DIS | Walt Disney Co/the | 0% | +3.15% | 増加 |
| 26 | PSA | Public Storage | 0% | +0.08% | 増加 |
| 27 | ORCL | Oracle CORP | 0% | -0.27% | 減少 |
| 28 | IWN | Ishares Russell 2000 Value E | 0% | -0.81% | 減少 |
| 29 | WFC | Wells Fargo & Co | — | -0.45% | 減少 |
| 30 | OXY | Occidental Petroleum CORP | -0.1% | -6.51% | 減少 |
| 31 | EQT | Eqt CORP | -0.1% | -2.80% | 減少 |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | +3.12% | 増加 |
| 33 | ✓ | Google INC Class C | -0.1% | -0.29% | 減少 |
| 34 | GOOG | Alphabet A | -0.1% | -0.38% | 減少 |
| 35 | EEM | Ishares Msci Emerging Market | -0.1% | -0.60% | 減少 |
| 36 | CBT | Cabot CORP | -0.1% | -0.75% | 減少 |
| 37 | CVX | Chevron CORP | -0.1% | -1.98% | 減少 |
| 38 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -25.76% | 減少 |
| 39 | NOVEUR | National Oilwell Varco INC | -0.2% | -0.94% | 減少 |
| 40 | XOM | Exxon Mobil CORP | -0.3% | -0.96% | 減少 |
| 41 | GLD | Spdr Gold Shares | -0.3% | -6.54% | 減少 |
| 42 | 9990302D | Apache CORP | -0.3% | -15.80% | 減少 |
| 43 | IBM | Intl Business Machines CORP | -0.4% | -6.52% | 減少 |
| 44 | TYGEUR | Tortoise Energy Infrastruct | -0.8% | -1.30% | 減少 |
| 45 | WBA | Walgreens Boots Alliance INC | — | NEW | 新規購入 |
| 46 | ✓ | — | EXIT | 全売却 | |
| 47 | SWKS | Skyworks Solutions INC | — | NEW | 新規購入 |
| 48 | ✓ | Touchpoint INC | — | NEW | 新規購入 |
| 49 | AGG | Ishares Core U.s. Aggregate | — | NEW | 新規購入 |
| 50 | AKAM | Akamai Technologies INC | — | NEW | 新規購入 |