CIK: 0001085825
申告総資産額
$4.7億
上位200銘柄を表示中（全921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 | XOM | Exxon Mobil CORP | 株式-エネルギー | 18.83% | +0.54% | -1.36% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.68% | +0.81% | -0.34% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 9.56% | — | -1.44% | |
| 4 | EOG | Eog Resources INC | 株式-エネルギー | 5.58% | -0.30% | +0.01% | |
| 5 | DVY | Ishares Select Dividend ETF | ETF-その他 | 5.27% | +0.21% | +2.75% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.78% | — | -2.25% | |
| 7 | EPD | Enterprise Products Partners | 株式-エネルギー | 3.24% | -0.11% | -3.02% | |
| 8 | COP | Conocophillips | 株式-エネルギー | 1.80% | +0.28% | +0.12% | |
| 9 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 1.70% | — | -1.60% | |
| 10 | PSX | Phillips 66 | 株式-エネルギー | 1.34% | +0.11% | +0.13% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.12% | — | -83.40% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 0.76% | +0.12% | +1.85% | |
| 13 | T | At&t INC | 株式-通信サービス | 0.73% | — | +1.99% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | +0.09% | +3.84% | |
| 15 | PM | Philip Morris International | 株式-生活必需品 | 0.61% | — | -6.22% | |
| 16 | MO | Altria Group INC | 株式-生活必需品 | 0.60% | +0.13% | -6.10% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.60% | — | -3.38% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | +8.18% | |
| 19 | NGG | National Grid plc | 株式-公益事業 | 0.55% | -0.10% | +3.96% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.54% | -0.18% | +17.01% | |
| 21 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.54% | -0.17% | +4.70% | |
| 22 | HAL | Halliburton Co | 株式-エネルギー | 0.53% | +0.11% | +1.83% | |
| 23 | REYN | Reynolds Consumer Products Inc. | 株式-その他 | 0.52% | -0.38% | +4.43% | |
| 24 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.51% | -0.14% | -38.90% | |
| 25 | IBOC | International Bancshares Crp | 株式-その他 | 0.51% | +0.22% | — | |
| 26 | BCE | Bce INC | 株式-通信サービス | 0.49% | — | +19.86% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.49% | — | -4.43% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | — | -0.45% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | +4.67% | |
| 30 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.48% | — | +79.10% | |
| 31 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.48% | -0.08% | +19.92% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | +0.18% | +1.95% | |
| 33 | DUK | Duke Energy CORP | 株式-公益事業 | 0.44% | — | +5.10% | |
| 34 | SO | Southern Co/the | 株式-公益事業 | 0.44% | — | +3.98% | |
| 35 | QEP | Qep Resources INC | 株式-その他 | 0.39% | — | — | |
| 36 | WRI | Weingarten Realty Investors | 株式-その他 | 0.39% | — | +18.64% | |
| 37 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.38% | — | +3.59% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.37% | — | +2.88% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.35% | — | +10.10% | |
| 40 | ISHG | Ishares -3 Year Internationa | ETF-その他 | 0.32% | -0.34% | EXIT | |
| 41 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.32% | — | +0.72% | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.32% | +0.18% | -1.60% | |
| 43 | UL | Unilever PLC | 株式-生活必需品 | 0.32% | -0.14% | +1.69% | |
| 44 | OKE | Oneok INC | 株式-エネルギー | 0.31% | — | — | |
| 45 | PPL | Ppl CORP | 株式-公益事業 | 0.30% | — | +4.85% | |
| 46 | D | Dominion Energy INC | 株式-公益事業 | 0.29% | — | +4.29% | |
| 47 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.28% | — | — | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.27% | +0.12% | -0.06% | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.27% | — | -20.54% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | — | -1.25% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.8% | -1.36% | 減少 |
| 2 | EOG | Eog Resources INC | +0.7% | +0.01% | 増加 |
| 3 | EPD | Enterprise Products Partners | +0.4% | -3.02% | 減少 |
| 4 | PAA | Plains All Amer Pipeline LP | +0.4% | -1.60% | 減少 |
| 5 | DVY | Ishares Select Dividend ETF | +0.4% | +2.75% | 増加 |
| 6 | BP | Bp Plc-spons Adr | +0.3% | +79.10% | 増加 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | -0.34% | 減少 |
| 8 | DVN | Devon Energy CORP | +0.2% | +602.37% | 増加 |
| 9 | CCI | Crown Castle INC | +0.2% | +10489.55% | 増加 |
| 10 | COP | Conocophillips | +0.1% | +0.12% | 増加 |
| 11 | HAL | Halliburton Co | +0.1% | +1.83% | 増加 |
| 12 | MRK | Merck & Co. INC. | +0.1% | +17.01% | 増加 |
| 13 | OKE | Oneok INC | +0.1% | — | 変化なし |
| 14 | ✓ | +0.1% | +810.25% | 増加 | |
| 15 | BCE | Bce INC | +0.1% | +19.86% | 増加 |
| 16 | WRI | Weingarten Realty Investors | +0.1% | +18.64% | 増加 |
| 17 | SNY | Sanofi-adr | +0.1% | +79.54% | 増加 |
| 18 | T | At&t INC | +0.1% | +1.99% | 増加 |
| 19 | CVX | Chevron CORP | +0.1% | +1.85% | 増加 |
| 20 | QEP | Qep Resources INC | +0.1% | — | 変化なし |
| 21 | DOW | Dow Chem Co | +0.1% | +181.20% | 増加 |
| 22 | JNJ | Johnson & Johnson | +0.1% | +4.67% | 増加 |
| 23 | VOD | Vodafone Group Plc-sp Adr | +0.1% | +19.92% | 増加 |
| 24 | AMZN | Amazon.com INC | +0.1% | +9.62% | 増加 |
| 25 | PG | Procter & Gamble Co/the | +0.1% | +8.18% | 増加 |
| 26 | GSK | GSK plc ADRhedged | +0.1% | +4.70% | 増加 |
| 27 | REYN | Reynolds Consumer Products Inc. | +0.1% | +4.43% | 増加 |
| 28 | HP | Helmerich & Payne | +0.1% | +1359.61% | 増加 |
| 29 | DUK | Duke Energy CORP | +0.1% | +5.10% | 増加 |
| 30 | VTR | Ventas INC | +0.1% | +4.73% | 増加 |
| 31 | NGG | National Grid plc | +0.1% | +3.96% | 増加 |
| 32 | VZ | Verizon Communications INC | 0% | +3.84% | 増加 |
| 33 | IJR | Ishares Core S&p Small-cap E | 0% | +10.10% | 増加 |
| 34 | ABBV | Abbvie INC | 0% | +2.88% | 増加 |
| 35 | GIS | General Mills INC | 0% | +4.31% | 増加 |
| 36 | RL | Ralph Lauren CORP | -0.1% | -98.00% | 減少 |
| 37 | IWF | Ishares Russell 1000 Growth | -0.1% | -1.44% | 減少 |
| 38 | AIG | American International Group | -0.1% | -41.74% | 減少 |
| 39 | MSFT | Microsoft CORP | -0.1% | -20.54% | 減少 |
| 40 | MDT | Medtronic plc | -0.1% | -92.87% | 減少 |
| 41 | CTSH | Cognizant Tech Solutions-a | -0.1% | -86.48% | 減少 |
| 42 | AAPL | Apple INC | -0.1% | -4.43% | 減少 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.1% | -36.02% | 減少 |
| 44 | PSX | Phillips 66 | -0.1% | +0.13% | 増加 |
| 45 | C | Citigroup INC | -0.1% | -85.08% | 減少 |
| 46 | NKE | Nike INC -cl B | -0.2% | -90.39% | 減少 |
| 47 | KHC | Kraft Heinz Co/the | -0.2% | -38.90% | 減少 |
| 48 | EFA | Ishares Msci Eafe ETF | -0.2% | -2.25% | 減少 |
| 49 | IWD | Ishares Russell 1000 Value E | -5.3% | -83.40% | 減少 |
| 50 | NWL | Newell Brands INC | — | NEW | 新規購入 |