CIK: 0000949623
申告総資産額
$7085.9万
上位200銘柄を表示中（全424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 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.81% | -0.09% | +1.91% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.80% | — | -3.58% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.66% | — | -4.62% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.52% | — | +15.24% | |
| 5 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.47% | — | +3.12% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.45% | — | -0.29% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.40% | — | -0.22% | |
| 8 | VZ | Verizon Communications INC | 株式-通信サービス | 1.37% | — | +1.47% | |
| 9 | PEP | Pepsico INC | 株式-生活必需品 | 1.33% | — | +6.40% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.27% | -0.07% | +568.83% | |
| 11 | T | At&t INC | 株式-通信サービス | 1.14% | — | -1.05% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.12% | -0.04% | -0.95% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.10% | — | +3.25% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.08% | — | +17.00% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.05% | — | -4.53% | |
| 16 | EMR | Emerson Electric Co | 株式-資本財 | 1.05% | — | -0.63% | |
| 17 | INTC | Intel CORP | 株式-IT | 1.02% | — | -2.72% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.00% | — | -0.22% | |
| 19 | EGOVEUR | Nic INC | 株式-その他 | 0.98% | — | -0.62% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.98% | — | -1.63% | |
| 21 | COP | Conocophillips | 株式-エネルギー | 0.97% | — | -4.01% | |
| 22 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.95% | — | -6.17% | |
| 23 | DUK | Duke Energy CORP | 株式-公益事業 | 0.87% | — | -3.43% | |
| 24 | IBM | Intl Business Machines CORP | 株式-IT | 0.82% | — | -2.10% | |
| 25 | BIIB | Biogen INC | 株式-ヘルスケア | 0.82% | — | +785.66% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | — | +0.20% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.77% | — | -29.46% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.75% | — | +0.81% | |
| 29 | MMM | 3m Co | 株式-資本財 | 0.70% | — | +0.40% | |
| 30 | PNC | Pnc Financial Services Group | 株式-金融 | 0.70% | — | +3.78% | |
| 31 | CERNCHF | Cerner CORP | 株式-その他 | 0.70% | — | +22.22% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.70% | — | +15.19% | |
| 33 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.69% | — | +0.69% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | — | +6.16% | |
| 35 | ✓ | 株式-その他 | 0.68% | — | +0.34% | ||
| 36 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.68% | — | +1.36% | |
| 37 | UTXZ | United Tech CORP | 株式-その他 | 0.67% | — | -1.35% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.67% | — | +97.52% | |
| 39 | SLB | Slb LTD | 株式-エネルギー | 0.67% | — | -1.13% | |
| 40 | BAX | Baxter International INC | 株式-ヘルスケア | 0.65% | — | +4.34% | |
| 41 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.64% | — | -2.58% | |
| 42 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.63% | — | -14.87% | |
| 43 | ETR | Entergy CORP | 株式-公益事業 | 0.61% | — | -0.80% | |
| 44 | CB | Chubb Limited | 株式-金融 | 0.60% | — | -0.33% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.59% | — | +12.48% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.59% | +0.06% | -4.29% | |
| 47 | WM | Waste Management INC | 株式-資本財 | 0.58% | — | -7.08% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.58% | — | -5.51% | |
| 49 | F | Ford Motor Co | 株式-一般消費財 | 0.57% | — | +12.45% | |
| 50 | ORCL | Oracle CORP | 株式-IT | 0.57% | — | -3.28% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BIIB | Biogen INC | +0.7% | +785.66% | 増加 |
| 2 | AXP | American Express Company | +0.3% | +312.79% | 増加 |
| 3 | IWD | Ishares Russell 1000 Value E | +0.2% | +15.24% | 増加 |
| 4 | BKNG | Booking Hldgs INC | +0.2% | +118.78% | 増加 |
| 5 | CELG | Celgene CORP | +0.1% | +126.33% | 増加 |
| 6 | TYGEUR | Tortoise Energy Infrastruct | +0.1% | +200.50% | 増加 |
| 7 | AAPL | Apple INC | +0.1% | +568.83% | 増加 |
| 8 | DLR | Digital Realty Trust INC | +0.1% | +113.51% | 増加 |
| 9 | PEP | Pepsico INC | +0.1% | +6.40% | 増加 |
| 10 | COP | Conocophillips | +0.1% | -4.01% | 減少 |
| 11 | INTC | Intel CORP | +0.1% | -2.72% | 減少 |
| 12 | ✓ | +0.1% | +0.34% | 増加 | |
| 13 | KSS | Kohls CORP | +0.1% | +55.29% | 増加 |
| 14 | RCI | Rogers Communications Inc-b | +0.1% | +44.69% | 増加 |
| 15 | ENB | Enbridge INC | +0.1% | +86.82% | 増加 |
| 16 | CSCO | Cisco Systems INC | +0.1% | +12.48% | 増加 |
| 17 | ETR | Entergy CORP | +0.1% | -0.80% | 減少 |
| 18 | F | Ford Motor Co | +0.1% | +12.45% | 増加 |
| 19 | SLB | Slb LTD | +0.1% | -1.13% | 減少 |
| 20 | TGT | Target CORP | +0.1% | +30.52% | 増加 |
| 21 | ✓ | Tesoro CORP | +0.1% | +16.51% | 増加 |
| 22 | IPGP | Ipg Photonics CORP | +0.1% | +383.64% | 増加 |
| 23 | WMT | Walmart INC | +0.1% | +15.19% | 増加 |
| 24 | CERNCHF | Cerner CORP | +0.1% | +22.22% | 増加 |
| 25 | PFE | Pfizer INC | +0.1% | +17.00% | 増加 |
| 26 | MDY | State Street Spdr S&p Midcap | 0% | +1.91% | 増加 |
| 27 | VTI | Vanguard Total Stock Mkt ETF | 0% | +3.25% | 増加 |
| 28 | ARM | Arm Holdings plc | -0.1% | -60.36% | 減少 |
| 29 | CVS | Cvs Health CORP | -0.1% | -64.03% | 減少 |
| 30 | VOD | Vodafone Group Plc-sp Adr | -0.1% | -15.95% | 減少 |
| 31 | SBUX | Starbucks CORP | -0.1% | -60.57% | 減少 |
| 32 | HPE | Hewlett-Packard Company | -0.1% | -15.20% | 減少 |
| 33 | IBM | Intl Business Machines CORP | -0.1% | -2.10% | 減少 |
| 34 | SYMCEUR | Symantec CORP | -0.1% | -89.01% | 減少 |
| 35 | GSK | GSK plc ADRhedged | -0.1% | -14.87% | 減少 |
| 36 | DUK | Du Pont E I De Nemour&Co | -0.1% | -6.17% | 減少 |
| 37 | GIS | General Mills INC | -0.2% | -60.88% | 減少 |
| 38 | EGOVEUR | Nic INC | -0.3% | -0.62% | 減少 |
| 39 | GOOG | Alphabet A | -0.3% | +9.94% | 増加 |
| 40 | MCD | Mcdonald's CORP | -0.3% | -29.46% | 減少 |
| 41 | ✓ | Allergan INC | -0.5% | -96.43% | 減少 |
| 42 | ✓ | Google INC Class C | — | NEW | 新規購入 |
| 43 | ✓ | Jlh Properties LLC Non-voting | — | EXIT | 全売却 |
| 44 | ✓ | Central BanCo Inc | — | EXIT | 全売却 |
| 45 | ✓ | Tortoise Energy Cap CORP | — | EXIT | 全売却 |
| 46 | CRM | Salesforce INC | — | NEW | 新規購入 |
| 47 | VSH | Vishay Intertechnology INC | — | NEW | 新規購入 |
| 48 | ✓ | Salix Pharmaceuticals INC | — | NEW | 新規購入 |
| 49 | MU | Micron Technology INC | — | NEW | 新規購入 |
| 50 | ✓ | Lee Hollis LLC Non-voting Shar | — | EXIT | 全売却 |