CIK: 0000035527
申告総資産額
$547.2億
上位200銘柄を表示中（全2192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 | 3.89% | -0.22% | -1.15% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.72% | — | -1.39% | |
| 3 | UBS | UBS Group AG | 株式-金融 | 2.50% | — | +3.64% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.08% | -0.91% | -1.07% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.01% | -0.32% | +26.63% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.65% | +0.10% | +10.39% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.63% | +0.26% | -1.44% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.57% | +0.14% | +6.24% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.51% | -0.53% | +0.03% | |
| 10 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.45% | — | +0.19% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.42% | -0.03% | +10.32% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.42% | -1.32% | -0.49% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.33% | -0.07% | +18.73% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.32% | +0.11% | -0.67% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.28% | +0.30% | -6.13% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.05% | -0.12% | -5.18% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.04% | — | +3.81% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | -1.18% | +4.97% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 0.94% | +0.23% | +1.47% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.90% | -0.06% | +25.87% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.84% | -0.42% | +5.17% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.83% | — | -0.02% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.82% | — | +0.38% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.80% | -0.03% | +2.79% | |
| 25 | USB | US Bancorp | 株式-金融 | 0.78% | — | -6.03% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.76% | — | +0.54% | |
| 27 | WFC | Wells Fargo & Co | 株式-金融 | 0.75% | — | -15.66% | |
| 28 | CELG | Celgene CORP | 株式-その他 | 0.73% | — | +0.53% | |
| 29 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.72% | — | -8.67% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.71% | — | -6.90% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.71% | — | -0.77% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.69% | — | -3.72% | |
| 33 | SLB | Slb LTD | 株式-エネルギー | 0.69% | — | +3.18% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.68% | — | -4.74% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | -0.71% | +17.07% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | -0.21% | -3.50% | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.60% | — | -1.37% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | -0.07% | +1.07% | |
| 39 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.60% | — | -3.35% | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.58% | — | -5.02% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.57% | — | -2.17% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.57% | — | -3.69% | |
| 43 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.57% | — | -6.51% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.57% | -0.01% | -14.69% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.56% | — | +2.47% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.55% | — | +2.02% | |
| 47 | MS | Morgan Stanley | 株式-金融 | 0.55% | — | +10.97% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | — | +1.13% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.52% | +0.04% | -0.66% | |
| 50 | ACN | Accenture plc | 株式-IT | 0.52% | — | -0.57% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.4% | +26.63% | 増加 |
| 2 | JPM | Jpmorgan Chase & Co | +0.3% | +0.03% | 増加 |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +18.73% | 増加 |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.2% | +25.87% | 増加 |
| 5 | GVI | Ishares Intermediate Governm | +0.2% | +299.62% | 増加 |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +158.34% | 増加 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +10.39% | 増加 |
| 8 | MS | Morgan Stanley | +0.2% | +10.97% | 増加 |
| 9 | BAC | Bank Of America CORP | +0.2% | -6.90% | 減少 |
| 10 | CWB | Ss Spdr Bb Conv Sec ETF | +0.2% | +2293.95% | 増加 |
| 11 | VOO | Vanguard S&p 500 ETF | +0.1% | +56.51% | 増加 |
| 12 | TWXCHF | Time Warner INC | +0.1% | +22.31% | 増加 |
| 13 | CVX | Chevron CORP | +0.1% | +1.47% | 増加 |
| 14 | C | Citigroup INC | +0.1% | +8.98% | 増加 |
| 15 | IWB | Ishares Russell 1000 ETF | +0.1% | +6.24% | 増加 |
| 16 | PNC | Pnc Financial Services Group | +0.1% | +8.48% | 増加 |
| 17 | DY | Dycom Industries INC | +0.1% | +468.27% | 増加 |
| 18 | IWV | Ishares Russell 3000 ETF | +0.1% | +309.93% | 増加 |
| 19 | GD | General Dynamics CORP | +0.1% | +91.45% | 増加 |
| 20 | ✓ | Cbs CORP New | +0.1% | +3297.38% | 増加 |
| 21 | CFG | Citizens Financial Group | +0.1% | +1394.70% | 増加 |
| 22 | USB | US Bancorp | +0.1% | -6.03% | 減少 |
| 23 | KHC | Kraft Heinz Co/the | +0.1% | +43.36% | 増加 |
| 24 | DVY | Ishares Select Dividend ETF | +0.1% | +16.25% | 増加 |
| 25 | GJB | Steelcase Inc-cl A | +0.1% | -0.89% | 減少 |
| 26 | VEA | Vanguard Ftse Developed ETF | +0.1% | +10.32% | 増加 |
| 27 | MSFT | Microsoft CORP | +0.1% | -0.49% | 減少 |
| 28 | IWM | Ishares Russell 2000 ETF | +0.1% | +2.79% | 増加 |
| 29 | CELG | Celgene CORP | +0.1% | +0.53% | 増加 |
| 30 | AEP | American Electric Power Company, Inc. | +0.1% | +0.19% | 増加 |
| 31 | UBS | UBS Group AG | 0% | +3.64% | 増加 |
| 32 | NDAQ | Nasdaq INC | -0.1% | -99.56% | 減少 |
| 33 | ALLE | Allegion plc | -0.1% | -24.73% | 減少 |
| 34 | ✓ | -0.1% | -98.03% | 減少 | |
| 35 | TSN | Tyson Foods Inc-cl A | -0.1% | -35.73% | 減少 |
| 36 | NWL | Newell Brands INC | -0.1% | -96.84% | 減少 |
| 37 | YUM | Yum! Brands INC | -0.1% | -0.07% | 減少 |
| 38 | PFF | Ishares Preferred & Income S | -0.1% | -4.74% | 減少 |
| 39 | MCK | Mckesson CORP | -0.1% | -25.05% | 減少 |
| 40 | RWX | State Street Spdr Dow Jones | -0.1% | -28.98% | 減少 |
| 41 | MDT | Medtronic plc | -0.2% | -11.61% | 減少 |
| 42 | CVS | Cvs Health CORP | -0.2% | -16.53% | 減少 |
| 43 | CSCO | Cisco Systems INC | -0.2% | -14.69% | 減少 |
| 44 | EFA | Ishares Msci Eafe ETF | -0.2% | -6.13% | 減少 |
| 45 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -92.96% | 減少 |
| 46 | GILD | Gilead Sciences INC | -0.2% | -8.67% | 減少 |
| 47 | BIV | Vanguard Intermediate-term B | -0.3% | -59.55% | 減少 |
| 48 | VNQ | Vanguard Real Estate ETF | -0.4% | -1.39% | 減少 |
| 49 | PG | Procter & Gamble Co/the | -0.4% | -1.15% | 減少 |
| 50 | YUMC | Yum China Holdings INC | — | NEW | 新規購入 |