CIK: 0001310658
申告総資産額
$11.5億
上位200銘柄を表示中（全675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 | 3.78% | -0.35% | +1.42% | |
| 2 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.61% | — | -1.85% | |
| 3 | QDF | Flexshares Quality Dividend | ETF-その他 | 2.50% | -0.22% | -15.59% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.29% | +0.22% | -0.59% | |
| 5 | PFE | Pfizer INC | 株式-ヘルスケア | 2.20% | +0.06% | -0.50% | |
| 6 | INTC | Intel CORP | 株式-IT | 2.09% | — | -1.10% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.93% | -1.18% | -1.73% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.81% | -0.08% | -0.11% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.72% | — | +980.48% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.71% | — | +34.38% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.68% | — | -0.88% | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.67% | — | -0.27% | |
| 13 | COF | Capital One Financial CORP | 株式-金融 | 1.54% | — | +34.44% | |
| 14 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.53% | — | -23.96% | |
| 15 | AIG | American International Group | 株式-金融 | 1.47% | — | -3.13% | |
| 16 | MKL | Markel Group INC | 株式-金融 | 1.44% | — | -4.09% | |
| 17 | BBTUSD | Bb&t CORP | 株式-その他 | 1.42% | — | +3.58% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.35% | — | +2.27% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 1.30% | — | -2.61% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.30% | — | -14.30% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.28% | — | -2.68% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.27% | — | -3.72% | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.25% | — | -1.08% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.23% | +0.09% | -5.24% | |
| 25 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.20% | — | -4.52% | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.19% | — | -1.70% | |
| 27 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 1.18% | — | +3.33% | |
| 28 | ETN | Eaton Corporation plc | 株式-資本財 | 1.15% | — | -7.50% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 1.08% | — | -3.16% | |
| 30 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 1.07% | — | +35.09% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.06% | +0.12% | -1.92% | |
| 32 | AMT | American Tower CORP | 株式-不動産 | 1.05% | — | -0.33% | |
| 33 | SLB | Slb LTD | 株式-エネルギー | 0.99% | — | -2.52% | |
| 34 | ✓ | Purefunds Ise Cyber Security | 株式-その他 | 0.95% | — | +36.28% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.93% | — | -0.25% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.93% | -0.10% | -2.75% | |
| 37 | ECL | Ecolab INC | 株式-素材 | 0.93% | — | +0.53% | |
| 38 | AXP | American Express Company | 株式-金融 | 0.92% | — | -0.11% | |
| 39 | ✓ | Shire PLC | 株式-その他 | 0.88% | — | -2.03% | |
| 40 | ROK | Rockwell Automation INC | 株式-資本財 | 0.87% | — | -1.84% | |
| 41 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.86% | — | +5.07% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.83% | — | -2.83% | |
| 43 | M | Macy's INC | 株式-一般消費財 | 0.83% | — | +19.09% | |
| 44 | ✓ | 株式-その他 | 0.83% | — | +17658.90% | ||
| 45 | VAREUR | Varian Medical Systems INC | 株式-その他 | 0.82% | — | -1.74% | |
| 46 | RDY | Dr. Reddy's Laboratories-adr | 株式-その他 | 0.78% | — | -4.21% | |
| 47 | T | At&t INC | 株式-通信サービス | 0.78% | +0.07% | -0.59% | |
| 48 | UL | Unilever PLC | 株式-生活必需品 | 0.77% | — | -2.63% | |
| 49 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.77% | — | -4.74% | |
| 50 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.76% | — | -3.50% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +1.6% | +980.48% | 増加 |
| 2 | ✓ | +0.8% | +17658.90% | 増加 | |
| 3 | ICE | Intercontinental Exchange In | +0.8% | +53619.35% | 増加 |
| 4 | BIIB | Biogen INC | +0.6% | +2378.49% | 増加 |
| 5 | XLY | Ss Consumer Disc Select Sect | +0.5% | +34.38% | 増加 |
| 6 | QCOM | Qualcomm INC | +0.4% | +1451.09% | 増加 |
| 7 | VDE | Vanguard Energy ETF | +0.4% | +319.28% | 増加 |
| 8 | HSY | Hershey Co/the | +0.3% | +111.97% | 増加 |
| 9 | IGV | Ishares Expanded Tech-softwa | +0.3% | +35.09% | 増加 |
| 10 | COF | Capital One Financial CORP | +0.3% | +34.44% | 増加 |
| 11 | AEP | American Electric Power Company, Inc. | +0.1% | -1.85% | 減少 |
| 12 | PFE | Pfizer INC | +0.1% | -0.50% | 減少 |
| 13 | VV | Vanguard Large-cap ETF | 0% | -0.11% | 減少 |
| 14 | VYM | Vanguard High Dvd Yield ETF | 0% | -0.88% | 減少 |
| 15 | PG | Procter & Gamble Co/the | 0% | -2.68% | 減少 |
| 16 | VOT | Vanguard Mid-cap Growth ETF | 0% | -1.70% | 減少 |
| 17 | AIG | American International Group | 0% | -3.13% | 減少 |
| 18 | ORCL | Oracle CORP | 0% | -2.75% | 減少 |
| 19 | XOM | Exxon Mobil CORP | -0.1% | -0.59% | 減少 |
| 20 | VOE | Vanguard Mid-cap Value ETF | -0.1% | -5.24% | 減少 |
| 21 | NKE | Nike INC -cl B | -0.1% | -23.96% | 減少 |
| 22 | VOD | Vodafone Group Plc-sp Adr | -0.1% | -4.74% | 減少 |
| 23 | DFSEUR | Discover Financial Services | -0.1% | -11.21% | 減少 |
| 24 | AAPL | Apple INC | -0.1% | +1.42% | 増加 |
| 25 | ✓ | Shire PLC | -0.1% | -2.03% | 減少 |
| 26 | MET | Metlife INC | -0.1% | -4.25% | 減少 |
| 27 | ROK | Rockwell Automation INC | -0.1% | -1.84% | 減少 |
| 28 | DPG | Duff & Phelps Utility & INC | -0.1% | -19.73% | 減少 |
| 29 | DLR | Digital Realty Trust INC | -0.1% | -90.20% | 減少 |
| 30 | GILD | Gilead Sciences INC | -0.2% | -4.52% | 減少 |
| 31 | ✓ | -0.2% | -25.23% | 減少 | |
| 32 | MRO* | Marathon Oil CORP | -0.2% | -6.30% | 減少 |
| 33 | SLB | Slb LTD | -0.2% | -2.52% | 減少 |
| 34 | DIS | Walt Disney Co/the | -0.2% | -14.30% | 減少 |
| 35 | CMI | Cummins INC | -0.2% | -37.50% | 減少 |
| 36 | AWK | American Water Works Co INC | -0.3% | -78.79% | 減少 |
| 37 | ADI | Analog Devices INC | -0.3% | -53.33% | 減少 |
| 38 | ETN | Eaton Corporation plc | -0.3% | -7.50% | 減少 |
| 39 | IEO | Ishares U.s. Oil & Gas Explo | -0.4% | -34.59% | 減少 |
| 40 | BAC | Bank Of America CORP | -0.4% | -91.90% | 減少 |
| 41 | QDF | Flexshares Quality Dividend | -0.4% | -15.59% | 減少 |
| 42 | CVX | Chevron CORP | -0.4% | -41.11% | 減少 |
| 43 | TV | Grupo Televisa Sa-spon Adr | -0.7% | -90.88% | 減少 |
| 44 | KSS | Kohls CORP | -0.7% | -38.76% | 減少 |
| 45 | BAX | Baxter International INC | -0.7% | -78.36% | 減少 |
| 46 | SYMCEUR | Symantec CORP | -0.7% | -99.96% | 減少 |
| 47 | VEU | Vanguard Ftse All-world Ex-u | -1.7% | -77.91% | 減少 |
| 48 | VTR | Ventas INC | — | NEW | 新規購入 |
| 49 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | — | NEW | 新規購入 |
| 50 | ✓ | — | NEW | 新規購入 |