CIK: 0000035527
申告総資産額
$547.2億
上位200銘柄を表示中(全2178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 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 5.13% | -0.22% | -0.54% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.61% | +0.26% | -1.96% | |
| 3 | UBS | UBS Group AG | 株式-金融 | 2.54% | — | +11.06% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.50% | — | +15.06% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.65% | -0.91% | +4.21% | |
| 6 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.58% | — | +1.17% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.52% | +0.11% | -0.30% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.43% | +0.30% | +9.66% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.25% | +0.23% | -1.23% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.25% | -0.53% | -0.26% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.21% | — | +1.00% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.09% | -0.32% | -2.67% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.08% | -0.03% | -5.36% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 1.04% | — | -3.02% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.02% | -0.07% | +5.03% | |
| 16 | UTXZ | United Tech CORP | 株式-その他 | 0.98% | — | -0.61% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 0.98% | — | -1.37% | |
| 18 | WFC | Wells Fargo & Co | 株式-金融 | 0.92% | — | +0.76% | |
| 19 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.88% | — | +1.28% | |
| 20 | USB | US Bancorp | 株式-金融 | 0.86% | — | +0.39% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.86% | +0.10% | +0.80% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.85% | +0.04% | +1.42% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.81% | -1.32% | -1.82% | |
| 24 | EMR | Emerson Electric Co | 株式-資本財 | 0.80% | — | -0.44% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.79% | — | +0.03% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.79% | — | -4.29% | |
| 27 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.78% | — | -17.52% | |
| 28 | GOOG | Alphabet A | 株式-通信サービス | 0.76% | — | +8.90% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.76% | — | -2.86% | |
| 30 | SLB | Slb LTD | 株式-エネルギー | 0.76% | — | -1.38% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.75% | — | -4.28% | |
| 32 | QCOM | Qualcomm INC | 株式-IT | 0.73% | — | +3.20% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.71% | -0.21% | +0.76% | |
| 34 | PM | Philip Morris International | 株式-生活必需品 | 0.71% | — | -3.53% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.66% | — | -9.15% | |
| 36 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.64% | — | -37.72% | |
| 37 | ADP | Automatic Data Processing | 株式-IT | 0.63% | — | +0.65% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.62% | — | +1.94% | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.62% | — | +0.11% | |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.61% | — | -19.35% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | -0.12% | +3.39% | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.58% | — | -0.43% | |
| 43 | CELG | Celgene CORP | 株式-その他 | 0.56% | — | +4.44% | |
| 44 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.55% | — | -1.32% | |
| 45 | COP | Conocophillips | 株式-エネルギー | 0.54% | — | +2.09% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.53% | — | +8.45% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | — | +3.92% | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.53% | +0.14% | -6.04% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.52% | — | -0.22% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.50% | +0.03% | +1.87% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | +0.3% | +317.49% | 増加 |
| 2 | AAPL | Apple INC | +0.2% | +4.21% | 増加 |
| 3 | XOM | Exxon Mobil CORP | +0.2% | -1.96% | 減少 |
| 4 | GOOG | Alphabet A | +0.2% | +8.90% | 増加 |
| 5 | AEP | American Electric Power Company, Inc. | +0.2% | +1.17% | 増加 |
| 6 | UBS | UBS Group AG | +0.1% | +11.06% | 増加 |
| 7 | VNQ | Vanguard Real Estate ETF | +0.1% | +15.06% | 増加 |
| 8 | CMCSA | Comcast Corp-class A | +0.1% | +29.90% | 増加 |
| 9 | MCK | Mckesson CORP | +0.1% | +33.90% | 増加 |
| 10 | BSV | Vanguard Short-term Bond ETF | +0.1% | +143.35% | 増加 |
| 11 | EFA | Ishares Msci Eafe ETF | +0.1% | +9.66% | 増加 |
| 12 | GILD | Gilead Sciences INC | +0.1% | +1.28% | 増加 |
| 13 | ABBV | Abbvie INC | +0.1% | +0.76% | 増加 |
| 14 | FTI | TechnipFMC plc | +0.1% | +6625.26% | 増加 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -0.26% | 減少 |
| 16 | DIS | Walt Disney Co/the | +0.1% | +3.92% | 増加 |
| 17 | MA | Mastercard INC - A | +0.1% | +5.36% | 増加 |
| 18 | CVS | Cvs Health CORP | +0.1% | +0.25% | 増加 |
| 19 | UNP | Union Pacific CORP | +0.1% | +17.72% | 増加 |
| 20 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +5.03% | 増加 |
| 21 | ORCL | Oracle CORP | +0.1% | +1.94% | 増加 |
| 22 | ABT | Abbott Laboratories | +0.1% | +4.34% | 増加 |
| 23 | MMM | 3m Co | +0.1% | -0.43% | 減少 |
| 24 | VO | Vanguard Mid-cap ETF | +0.1% | +14.31% | 増加 |
| 25 | AXP | American Express Co | +0.1% | +4.31% | 増加 |
| 26 | QCOM | Qualcomm INC | 0% | +3.20% | 増加 |
| 27 | WFC | Wells Fargo & Co | 0% | +0.76% | 増加 |
| 28 | USB | US Bancorp | 0% | +0.39% | 増加 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.80% | 増加 |
| 30 | KO | Coca-cola Co/the | 0% | +1.42% | 増加 |
| 31 | MSFT | Microsoft CORP | 0% | -1.82% | 減少 |
| 32 | CELG | Celgene CORP | 0% | +4.44% | 増加 |
| 33 | ADP | Automatic Data Processing | 0% | +0.65% | 増加 |
| 34 | PG | Procter & Gamble Co/the | 0% | -0.54% | 減少 |
| 35 | IWR | Ishares Russell Mid-cap ETF | 0% | +1.00% | 増加 |
| 36 | IVV | Ishares Core S&p 500 ETF | — | -2.67% | 減少 |
| 37 | JNJ | Johnson & Johnson | 0% | -0.30% | 減少 |
| 38 | AMLPUSD | Alerian Mlp ETF | -0.1% | -78.73% | 減少 |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -50.28% | 減少 |
| 40 | PML | PIMCO Municipal Income Fund II | -0.1% | -88.10% | 減少 |
| 41 | TIP | Ishares Tips Bond ETF | -0.2% | -21.05% | 減少 |
| 42 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -21.69% | 減少 |
| 43 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.2% | -19.35% | 減少 |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | -46.76% | 減少 |
| 45 | PFF | Ishares Preferred & Income S | -0.3% | -17.52% | 減少 |
| 46 | ICF | Ishares Select U.s. Reit ETF | -0.5% | -37.72% | 減少 |
| 47 | BND | Vanguard Total Bond Market | -0.7% | -87.21% | 減少 |
| 48 | NE | Noble Corporation plc | — | NEW | 新規購入 |
| 49 | ✓ | Noble CORP | — | EXIT | 全売却 |
| 50 | UBS | UBS Group AG | — | NEW | 新規購入 |