CIK: 0001277303
申告総資産額
$29.3億
上位200銘柄を表示中（全334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 | 3.22% | -0.09% | -1.00% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.98% | — | -0.63% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.67% | — | -3.87% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.52% | -0.33% | -1.65% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.14% | -0.68% | -0.25% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.88% | +0.17% | +0.98% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.79% | -0.15% | +1.40% | |
| 8 | FNB | Fnb CORP | 株式-金融 | 1.69% | — | -16.65% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.67% | +0.33% | +7.64% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.55% | — | +2.24% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.48% | — | +8.59% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.44% | — | +4.62% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.41% | — | +6.41% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.39% | +0.40% | -3.71% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.39% | -0.24% | -0.80% | |
| 16 | ✓ | United States Natl Gas Fund | 株式-その他 | 1.38% | — | — | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.29% | — | +6.35% | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.26% | +0.12% | -1.46% | |
| 19 | MMM | 3m Co | 株式-資本財 | 1.25% | — | +0.68% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.17% | — | +6.01% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.10% | — | +5.83% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.05% | — | -5.52% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.01% | — | +11.66% | |
| 24 | WFC | Wells Fargo & Co | 株式-金融 | 0.98% | — | +1.90% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.94% | — | -14.95% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | -0.21% | +22.78% | |
| 27 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.91% | — | +5.85% | |
| 28 | BA | Boeing Co/the | 株式-資本財 | 0.89% | — | -13.53% | |
| 29 | MO | Altria Group INC | 株式-生活必需品 | 0.87% | — | -15.89% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.86% | — | -16.05% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.84% | — | +3.03% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.82% | — | +20.76% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.81% | — | +7.03% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.78% | — | +4.64% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.73% | — | -20.70% | |
| 36 | AMGN | Amgen INC | 株式-ヘルスケア | 0.71% | — | +8.53% | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.71% | — | +18.13% | |
| 38 | HON | Honeywell International INC | 株式-資本財 | 0.70% | +0.12% | +4.88% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | -0.12% | +6.33% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.70% | +0.11% | +3.96% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.69% | — | +6.26% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | -0.36% | +11.43% | |
| 43 | VLO | Valero Energy CORP | 株式-エネルギー | 0.67% | — | +20.39% | |
| 44 | ADP | Automatic Data Processing | 株式-IT | 0.63% | -0.18% | +4.53% | |
| 45 | AFL | Aflac INC | 株式-金融 | 0.62% | — | -8.82% | |
| 46 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.60% | — | -5.57% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.60% | -0.15% | +48.26% | |
| 48 | UTXZ | United Tech CORP | 株式-その他 | 0.59% | — | -10.54% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.58% | — | +17.41% | |
| 50 | D | Dominion Energy INC | 株式-公益事業 | 0.58% | — | -3.09% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +0.3% | +22.78% | 増加 |
| 2 | WMT | Walmart INC | +0.2% | +5.83% | 増加 |
| 3 | HD | Home Depot INC | +0.2% | +4.62% | 増加 |
| 4 | VLO | Valero Energy CORP | +0.2% | +20.39% | 増加 |
| 5 | MSFT | Microsoft CORP | +0.2% | -0.25% | 減少 |
| 6 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.2% | +117.88% | 増加 |
| 7 | ORCL | Oracle CORP | +0.2% | +48.26% | 増加 |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +546.69% | 増加 |
| 9 | UNH | Unitedhealth Group INC | +0.2% | +11.66% | 増加 |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +470.30% | 増加 |
| 11 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +20.76% | 増加 |
| 12 | PM | Philip Morris International | +0.1% | +56.72% | 増加 |
| 13 | CVX | Chevron CORP | +0.1% | +7.64% | 増加 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +1.40% | 増加 |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +8.59% | 増加 |
| 16 | AES | Aes CORP | +0.1% | +50.00% | 増加 |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +390.44% | 増加 |
| 18 | PEP | Pepsico INC | +0.1% | +6.35% | 増加 |
| 19 | LMT | Lockheed Martin CORP | +0.1% | +18.13% | 増加 |
| 20 | BLKCHF | Blackrock INC | +0.1% | +16.62% | 増加 |
| 21 | INTC | Intel CORP | +0.1% | -5.52% | 減少 |
| 22 | ABT | Abbott Laboratories | +0.1% | +17.41% | 増加 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +11.43% | 増加 |
| 24 | MMM | 3m Co | +0.1% | +0.68% | 増加 |
| 25 | VZ | Verizon Communications INC | +0.1% | +6.01% | 増加 |
| 26 | BAC | Bank Of America CORP | +0.1% | +10.52% | 増加 |
| 27 | STT | State Street CORP | +0.1% | +26.62% | 増加 |
| 28 | AAPL | Apple INC | +0.1% | -1.65% | 減少 |
| 29 | JNJ | Johnson & Johnson | +0.1% | +0.98% | 増加 |
| 30 | WFC | Wells Fargo & Co | +0.1% | +1.90% | 増加 |
| 31 | MCD | Mcdonald's CORP | +0.1% | +3.03% | 増加 |
| 32 | ABBV | Abbvie INC | 0% | -0.80% | 減少 |
| 33 | PG | Procter & Gamble Co/the | 0% | +6.41% | 増加 |
| 34 | IJH | Ishares Core S&p Midcap ETF | — | -0.63% | 減少 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.00% | 減少 |
| 36 | QCOM | Qualcomm INC | -0.1% | -39.17% | 減少 |
| 37 | DIS | Walt Disney Co/the | -0.2% | -20.70% | 減少 |
| 38 | T | At&t INC | -0.2% | -14.95% | 減少 |
| 39 | ✓ | United States Natl Gas Fund | -0.3% | — | 変化なし |
| 40 | SLB | Slb LTD | -0.3% | -42.10% | 減少 |
| 41 | MRK | Merck & Co. INC. | -0.3% | -1.46% | 減少 |
| 42 | IWB | Ishares Russell 1000 ETF | -0.3% | -41.01% | 減少 |
| 43 | AEP | American Electric Power Company, Inc. | -0.3% | -5.57% | 減少 |
| 44 | FNB | Fnb CORP | -0.5% | -16.65% | 減少 |
| 45 | NFLX | Netflix INC | — | NEW | 新規購入 |
| 46 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | 新規購入 |
| 47 | WU | Western Union Co | — | NEW | 新規購入 |
| 48 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | — | NEW | 新規購入 |
| 49 | HBAN | Huntington Bancshares INC | — | NEW | 新規購入 |
| 50 | WSBC | Wesbanco INC | — | EXIT | 全売却 |