CIK: 0001310658
申告総資産額
$11.5億
上位200銘柄を表示中（全688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 | AAPL | Apple INC | 株式-IT | 3.86% | -0.35% | -0.76% | |
| 2 | QDF | Flexshares Quality Dividend | ETF-その他 | 2.88% | -0.22% | -1.81% | |
| 3 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.55% | — | -1.97% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.34% | +0.22% | -0.55% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.21% | — | +63.32% | |
| 6 | PFE | Pfizer INC | 株式-ヘルスケア | 2.15% | +0.06% | -1.71% | |
| 7 | INTC | Intel CORP | 株式-IT | 1.94% | — | -0.79% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.78% | -1.18% | +0.27% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.77% | -0.08% | -0.80% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.65% | — | -2.11% | |
| 11 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.61% | — | -2.73% | |
| 12 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.60% | — | -2.51% | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.53% | — | -1.37% | |
| 14 | AIG | American International Group | 株式-金融 | 1.50% | — | -1.71% | |
| 15 | ETN | Eaton Corporation plc | 株式-資本財 | 1.49% | — | +2.53% | |
| 16 | BBTUSD | Bb&t CORP | 株式-その他 | 1.41% | — | -1.85% | |
| 17 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.36% | — | +2.55% | |
| 18 | MKL | Markel Group INC | 株式-金融 | 1.36% | — | -1.08% | |
| 19 | KSS | Kohls CORP | 株式-一般消費財 | 1.33% | — | +65.79% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.30% | — | +2.40% | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.29% | +0.09% | +9.09% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.28% | — | -5.11% | |
| 23 | COF | Capital One Financial CORP | 株式-金融 | 1.27% | — | -0.18% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 1.26% | — | -3.02% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.21% | — | +0.64% | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.21% | — | +14.97% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.19% | — | +7.21% | |
| 28 | SLB | Slb LTD | 株式-エネルギー | 1.16% | — | -0.57% | |
| 29 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 1.13% | — | +27.75% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 1.08% | — | +10.98% | |
| 31 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.08% | — | +98.26% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.02% | +0.12% | +3.61% | |
| 33 | AMT | American Tower CORP | 株式-不動産 | 1.01% | — | +0.84% | |
| 34 | ROK | Rockwell Automation INC | 株式-資本財 | 0.99% | — | -2.54% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.97% | -0.10% | -0.43% | |
| 36 | ✓ | Shire PLC | 株式-その他 | 0.96% | — | +0.59% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.93% | — | -3.85% | |
| 38 | AXP | American Express Company | 株式-金融 | 0.92% | — | -0.33% | |
| 39 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.90% | — | -1.86% | |
| 40 | ECL | Ecolab INC | 株式-素材 | 0.87% | — | +2.90% | |
| 41 | VAREUR | Varian Medical Systems INC | 株式-その他 | 0.86% | — | -0.29% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.84% | — | +4.22% | |
| 43 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.84% | — | -7.42% | |
| 44 | M | Macy's INC | 株式-一般消費財 | 0.84% | — | -1.28% | |
| 45 | IEO | Ishares U.s. Oil & Gas Explo | ETF-その他 | 0.81% | — | +84.35% | |
| 46 | ✓ | Purefunds Ise Cyber Security | 株式-その他 | 0.80% | — | — | |
| 47 | BAX | Baxter International INC | 株式-ヘルスケア | 0.79% | — | -3.38% | |
| 48 | MDT | Medtronic plc | 株式-ヘルスケア | 0.78% | -0.06% | -1.15% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.78% | +0.07% | -6.49% | |
| 50 | UL | Unilever PLC | 株式-生活必需品 | 0.76% | — | +0.45% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +0.8% | +63.32% | 増加 |
| 2 | STX | Seagate Technology Holdings plc | +0.4% | +26642.50% | 増加 |
| 3 | IEO | Ishares U.s. Oil & Gas Explo | +0.3% | +84.35% | 増加 |
| 4 | KSS | Kohls CORP | +0.3% | +65.79% | 増加 |
| 5 | KBE | Ss Spdr S&p Bank ETF | +0.3% | +27.75% | 増加 |
| 6 | GILD | Gilead Sciences INC | +0.2% | +2.55% | 増加 |
| 7 | CINF | Cincinnati Financial CORP | +0.1% | +45.27% | 増加 |
| 8 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +14.97% | 増加 |
| 9 | AIG | American International Group | +0.1% | -1.71% | 減少 |
| 10 | MSFT | Microsoft CORP | +0.1% | +0.27% | 増加 |
| 11 | COF | Capital One Financial CORP | +0.1% | -0.18% | 減少 |
| 12 | SBUX | Starbucks CORP | +0.1% | +98.26% | 増加 |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +634.81% | 増加 |
| 14 | XLY | Ss Consumer Disc Select Sect | +0.1% | +7.21% | 増加 |
| 15 | XLV | Ss Health Care Select Sector | +0.1% | +22.54% | 増加 |
| 16 | AEP | American Electric Power Company, Inc. | +0.1% | -1.97% | 減少 |
| 17 | DIS | Walt Disney Co/the | +0.1% | -1.37% | 減少 |
| 18 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +9.09% | 増加 |
| 19 | CI | The Cigna Group | +0.1% | — | 変化なし |
| 20 | TV | Grupo Televisa Sa-spon Adr | +0.1% | -5.61% | 減少 |
| 21 | NKE | Nike INC -cl B | 0% | -2.51% | 減少 |
| 22 | VZ | Verizon Communications INC | 0% | +10.98% | 増加 |
| 23 | TEVA | Teva Pharmaceutical-sp Adr | -0.1% | -18.61% | 減少 |
| 24 | MCD | Mcdonald's CORP | -0.1% | -5.63% | 減少 |
| 25 | MRO* | Marathon Oil CORP | -0.1% | -20.14% | 減少 |
| 26 | AWK | American Water Works Co INC | -0.1% | -10.63% | 減少 |
| 27 | BA | Boeing Co/the | -0.1% | -8.76% | 減少 |
| 28 | KO | Coca-cola Co/the | -0.1% | -27.73% | 減少 |
| 29 | BKNG | Booking Hldgs INC | -0.1% | -14.28% | 減少 |
| 30 | ORCL | Oracle CORP | -0.1% | -0.43% | 減少 |
| 31 | ADI | Analog Devices INC | -0.1% | -19.43% | 減少 |
| 32 | INTC | Intel CORP | -0.1% | -0.79% | 減少 |
| 33 | DPG | Duff & Phelps Utility & INC | -0.1% | -5.63% | 減少 |
| 34 | VAREUR | Varian Medical Systems INC | -0.1% | -0.29% | 減少 |
| 35 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | -2.73% | 減少 |
| 36 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -5.11% | 減少 |
| 37 | CVX | Chevron CORP | -0.2% | -3.85% | 減少 |
| 38 | PRFUSD | Invesco Ftse Rafi US 1000 Et | -0.2% | -95.94% | 減少 |
| 39 | PFE | Pfizer INC | -0.2% | -1.71% | 減少 |
| 40 | QDF | Flexshares Quality Dividend | -0.2% | -1.81% | 減少 |
| 41 | TCPA | TransCanada PipeLines Limited 6 | -0.3% | -44.24% | 減少 |
| 42 | DEO | Diageo Plc-sponsored Adr | -0.3% | -96.25% | 減少 |
| 43 | EWW | Ishares Msci Mexico ETF | -0.4% | -99.14% | 減少 |
| 44 | CMCSA | Comcast Corp-class A | -0.9% | -93.27% | 減少 |
| 45 | ✓ | Purefunds Ise Cyber Security | — | NEW | 新規購入 |
| 46 | RDY | Dr. Reddy's Laboratories-adr | — | NEW | 新規購入 |
| 47 | IVZ | Invesco Ltd. | — | NEW | 新規購入 |
| 48 | HSY | Hershey Co/the | — | NEW | 新規購入 |
| 49 | ✓ | — | NEW | 新規購入 | |
| 50 | ✓ | — | EXIT | 全売却 |