CIK: 0001078135
申告総資産額
$12.4億
上位200銘柄を表示中（全296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 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 6.39% | — | -2.91% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.13% | +0.25% | +1.52% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.98% | -0.13% | -0.22% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.82% | — | +3.27% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.53% | +0.02% | +2.10% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.52% | +0.15% | -1.83% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.50% | -0.24% | -0.10% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.08% | -0.21% | -0.53% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.02% | +0.05% | — | |
| 10 | AAPL | Apple INC | 株式-IT | 1.95% | -0.37% | +1.45% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.89% | +0.16% | -0.32% | |
| 12 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.68% | -0.09% | +1.86% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.62% | — | -0.46% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.47% | +0.02% | +4.55% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.45% | +0.09% | +1.55% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.34% | — | -1.23% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.33% | — | +1.79% | |
| 18 | ✓ | Firstmerit CORP Com | 株式-その他 | 1.33% | -0.29% | +15.45% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.22% | -0.10% | +0.84% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 1.21% | +0.17% | -0.94% | |
| 21 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.21% | +0.11% | +1.57% | |
| 22 | T | At&t INC | 株式-通信サービス | 1.18% | +0.07% | +3.08% | |
| 23 | HON | Honeywell International INC | 株式-資本財 | 1.18% | — | +1.86% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.18% | +0.06% | -2.25% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.10% | -0.08% | -0.91% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.05% | +0.02% | +2.14% | |
| 27 | ADP | Automatic Data Processing | 株式-IT | 1.04% | — | -1.30% | |
| 28 | USB | US Bancorp | 株式-金融 | 1.02% | — | +2.71% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 1.00% | — | +23.00% | |
| 30 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.00% | -0.15% | -0.83% | |
| 31 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.99% | — | +1.32% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.97% | -0.09% | -1.92% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.96% | — | +3.20% | |
| 34 | WFC | Wells Fargo & Co | 株式-金融 | 0.96% | -0.09% | +5.16% | |
| 35 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.84% | — | -1.71% | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.83% | +0.06% | -3.80% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.82% | — | +5.78% | |
| 38 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 0.77% | -0.07% | -9.40% | |
| 39 | ITW | Illinois Tool Works | 株式-資本財 | 0.76% | — | -3.95% | |
| 40 | UTXZ | United Tech CORP | 株式-その他 | 0.73% | — | +2.17% | |
| 41 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.71% | +0.09% | +4.38% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.69% | -0.37% | -4.01% | |
| 43 | DHR | Danaher CORP | 株式-ヘルスケア | 0.67% | — | -1.94% | |
| 44 | D | Dominion Energy INC | 株式-公益事業 | 0.65% | — | -4.18% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.63% | +0.08% | +17.94% | |
| 46 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.61% | +0.03% | -3.25% | |
| 47 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.60% | — | -3.26% | |
| 48 | ECL | Ecolab INC | 株式-素材 | 0.58% | — | -0.32% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.58% | — | -1.94% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | — | +31.54% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Firstmerit CORP Com | +0.3% | +15.45% | 増加 |
| 2 | TXN | Texas Instruments INC | +0.2% | +139.77% | 増加 |
| 3 | MSFT | Microsoft CORP | +0.2% | +23.00% | 増加 |
| 4 | T | At&t INC | +0.2% | +3.08% | 増加 |
| 5 | ACN | Accenture plc | +0.2% | +138.33% | 増加 |
| 6 | MMM | 3m Co | +0.1% | +17.94% | 増加 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | +31.54% | 増加 |
| 8 | NOC | Northrop Grumman CORP | +0.1% | +71.45% | 増加 |
| 9 | APH | Amphenol Corp-cl A | +0.1% | +28.65% | 増加 |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.27% | 増加 |
| 11 | HON | Honeywell International INC | +0.1% | +1.86% | 増加 |
| 12 | ✓ | +0.1% | -2.63% | 減少 | |
| 13 | XOM | Exxon Mobil CORP | +0.1% | -1.83% | 減少 |
| 14 | CVX | Chevron CORP | +0.1% | +1.55% | 増加 |
| 15 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +4.55% | 増加 |
| 16 | KHC | Kraft Heinz Co/the | +0.1% | +4.38% | 増加 |
| 17 | PPG | Ppg Industries INC | +0.1% | +9.28% | 増加 |
| 18 | VNQ | Vanguard Real Estate ETF | +0.1% | +5.78% | 増加 |
| 19 | AAPL | Apple INC | +0.1% | +1.45% | 増加 |
| 20 | CSCO | Cisco Systems INC | +0.1% | +3.20% | 増加 |
| 21 | KO | Coca-cola Co/the | +0.1% | -0.91% | 減少 |
| 22 | GPC | Genuine Parts Co | +0.1% | -1.27% | 減少 |
| 23 | NDSN | Nordson CORP | +0.1% | +4.05% | 増加 |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | -0.10% | 減少 |
| 25 | JNJ | Johnson & Johnson | 0% | -0.32% | 減少 |
| 26 | KMB | Kimberly-clark CORP | 0% | +1.32% | 増加 |
| 27 | WEC | Wec Energy Group INC | 0% | -2.87% | 減少 |
| 28 | VZ | Verizon Communications INC | 0% | -4.56% | 減少 |
| 29 | IVE | Ishares S&p 500 Value ETF | 0% | +2.10% | 増加 |
| 30 | AEP | American Electric Power Company, Inc. | 0% | +1.86% | 増加 |
| 31 | SO | Southern Co/the | 0% | -0.77% | 減少 |
| 32 | PG | Procter & Gamble Co/the | 0% | -0.46% | 減少 |
| 33 | F | Ford Motor Co | -0.1% | -47.71% | 減少 |
| 34 | JNJ | Johnson & Johnson | -0.1% | -27.37% | 減少 |
| 35 | BBTUSD | Bb&t CORP | -0.1% | +4.28% | 増加 |
| 36 | AXP | American Express Co | -0.1% | -11.05% | 減少 |
| 37 | COP | Conocophillips | -0.1% | -28.06% | 減少 |
| 38 | WFC | Wells Fargo & Co | -0.1% | +5.16% | 増加 |
| 39 | BMY | Bristol-myers Squibb Co | -0.1% | +1.57% | 増加 |
| 40 | DOL | Wisdomtree Tr Dvlp Intnl-usd | -0.1% | -9.40% | 減少 |
| 41 | IWS | Ishares Russell Mid-cap Valu | -0.1% | -85.82% | 減少 |
| 42 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -56.37% | 減少 |
| 43 | V | Visa Inc-class A Shares | -0.1% | -25.34% | 減少 |
| 44 | ORCL | Oracle CORP | -0.1% | -41.28% | 減少 |
| 45 | PFE | Pfizer INC | -0.2% | -0.94% | 減少 |
| 46 | JPM | Jpmorgan Chase & Co | -0.2% | +1.79% | 増加 |
| 47 | IWR | Ishares Russell Mid-cap ETF | -0.2% | -2.91% | 減少 |
| 48 | CB | Chubb Limited | — | EXIT | 全売却 |
| 49 | CB | Chubb Limited | — | NEW | 新規購入 |
| 50 | ✓ | Partnerre LTD | — | EXIT | 全売却 |