CIK: 0000059470
申告総資産額
$2.2億
| # | 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 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 8.23% | +0.07% | -0.80% | |
| 2 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 5.26% | +0.26% | +3.24% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.99% | +0.16% | -5.05% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.35% | +0.67% | +0.60% | |
| 5 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 3.53% | +0.04% | -2.35% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.70% | — | +0.10% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.52% | -0.01% | -0.65% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.30% | +0.03% | -4.74% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.27% | — | -0.88% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 2.24% | +0.09% | +0.10% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.24% | +0.08% | -2.34% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.23% | — | — | |
| 13 | UTXZ | United Tech CORP | 株式-その他 | 2.23% | -0.13% | -1.77% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.12% | — | -1.00% | |
| 15 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.03% | -0.30% | +3.60% | |
| 16 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.96% | +0.10% | +7678.62% | |
| 17 | DHR | Danaher CORP | 株式-ヘルスケア | 1.90% | +0.02% | -1.79% | |
| 18 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.74% | — | -0.93% | |
| 19 | BEN | Franklin Resources INC | 株式-金融 | 1.73% | +0.08% | +194.94% | |
| 20 | SYK | Stryker CORP | 株式-ヘルスケア | 1.70% | -0.01% | -0.22% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.68% | +0.03% | +2.99% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.67% | — | +0.96% | |
| 23 | ORCL | Oracle CORP | 株式-IT | 1.63% | — | -2.25% | |
| 24 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 1.62% | -0.89% | -3.43% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.50% | +0.06% | -2.89% | |
| 26 | AXP | American Express Co | 株式-金融 | 1.49% | +0.03% | +0.42% | |
| 27 | WFC | Wells Fargo & Co | 株式-金融 | 1.42% | +0.09% | +6.06% | |
| 28 | GOOG | Alphabet A | 株式-通信サービス | 1.41% | -0.60% | -1.35% | |
| 29 | SYY | Sysco CORP | 株式-生活必需品 | 1.34% | -0.13% | -5.18% | |
| 30 | AAPL | Apple INC | 株式-IT | 1.34% | +0.51% | -1.94% | |
| 31 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.33% | — | -2.53% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 1.15% | -0.17% | +0.52% | |
| 33 | SLB | Slb LTD | 株式-エネルギー | 0.83% | +0.07% | -3.66% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.82% | — | -0.76% | |
| 35 | CB | Chubb Limited | 株式-金融 | 0.78% | — | -2.49% | |
| 36 | ADP | Automatic Data Processing | 株式-IT | 0.78% | — | -5.22% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.73% | — | -3.91% | |
| 38 | TGT | Target CORP | 株式-一般消費財 | 0.73% | -0.08% | -4.89% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.72% | +0.15% | -4.53% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.71% | +0.06% | -2.58% | |
| 41 | AXP | American Express Company | 株式-金融 | 0.71% | -0.08% | +2.82% | |
| 42 | GD | General Dynamics CORP | 株式-資本財 | 0.70% | — | -0.93% | |
| 43 | KEL | Kellanova | 株式-その他 | 0.70% | — | -2.92% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.67% | — | -1.62% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.67% | — | +1.12% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | — | +2.13% | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.58% | — | +3.50% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.56% | +0.04% | -8.81% | |
| 49 | GIS | General Mills INC | 株式-生活必需品 | 0.55% | — | +4.27% | |
| 50 | ITW | Illinois Tool Works | 株式-資本財 | 0.52% | — | -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 | ABT | Abbott Laboratories | +1.9% | +7678.62% | 増加 |
| 2 | EFA | Ishares Msci Eafe ETF | +0.3% | +0.60% | 増加 |
| 3 | MDY | State Street Spdr S&p Midcap | +0.3% | -0.80% | 減少 |
| 4 | TJX | Tjx Companies INC | +0.2% | +3.60% | 増加 |
| 5 | UTXZ | United Tech CORP | +0.2% | -1.77% | 減少 |
| 6 | AAPL | Apple INC | +0.2% | -1.94% | 減少 |
| 7 | EPP | Ishares Msci Pacific Ex Japa | +0.2% | -2.35% | 減少 |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.65% | 減少 |
| 9 | IWM | Ishares Russell 2000 ETF | +0.1% | -0.88% | 減少 |
| 10 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +2.99% | 増加 |
| 11 | SLB | Slb LTD | +0.1% | -3.66% | 減少 |
| 12 | BEN | Franklin Resources INC | +0.1% | +194.94% | 増加 |
| 13 | FXI | Ishares China Large-cap ETF | +0.1% | -3.43% | 減少 |
| 14 | CMI | Cummins INC | +0.1% | +0.74% | 増加 |
| 15 | DHR | Danaher CORP | +0.1% | -1.79% | 減少 |
| 16 | NKE | Nike INC -cl B | +0.1% | +3.50% | 増加 |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +17.81% | 増加 |
| 18 | QCOM | Qualcomm INC | +0.1% | +13.28% | 増加 |
| 19 | ABBV | Abbvie INC | 0% | -2.34% | 減少 |
| 20 | GD | General Dynamics CORP | 0% | -0.93% | 減少 |
| 21 | MCHP | Microchip Technology INC | 0% | +3.94% | 増加 |
| 22 | PM | Philip Morris International | 0% | +35.50% | 増加 |
| 23 | ORCL | Oracle CORP | 0% | -2.25% | 減少 |
| 24 | WFC | Wells Fargo & Co | 0% | +6.06% | 増加 |
| 25 | RDS-A | Shell Plc-spon Adr-a | 0% | +28.31% | 増加 |
| 26 | PFE | Pfizer INC | 0% | +10.77% | 増加 |
| 27 | SYK | Stryker CORP | 0% | -0.22% | 減少 |
| 28 | CVX | Chevron CORP | 0% | +0.10% | 増加 |
| 29 | CAT | Caterpillar INC | -0.1% | -8.81% | 減少 |
| 30 | INTC | Intel CORP | -0.1% | -2.58% | 減少 |
| 31 | MSFT | Microsoft CORP | -0.1% | -3.91% | 減少 |
| 32 | AMLPUSD | Alerian Mlp ETF | -0.1% | +3.24% | 増加 |
| 33 | VZ | Verizon Communications INC | -0.1% | -4.53% | 減少 |
| 34 | KEL | Kellanova | -0.1% | -2.92% | 減少 |
| 35 | TGT | Target CORP | -0.1% | -4.89% | 減少 |
| 36 | MCD | Mcdonald's CORP | -0.1% | -0.93% | 減少 |
| 37 | PG | Procter & Gamble Co/the | -0.1% | -1.00% | 減少 |
| 38 | PEP | Pepsico INC | -0.2% | -2.89% | 減少 |
| 39 | VNQ | Vanguard Real Estate ETF | -0.2% | +0.10% | 増加 |
| 40 | SYY | Sysco CORP | -0.2% | -5.18% | 減少 |
| 41 | VWO | Vanguard Ftse Emerging Marke | -0.3% | -5.05% | 減少 |
| 42 | XOM | Exxon Mobil CORP | -0.3% | -4.74% | 減少 |
| 43 | ✓ | Abbott Laboratories | — | EXIT | 全売却 |
| 44 | ✓ | — | NEW | 新規購入 | |
| 45 | NUE | Nucor CORP | — | NEW | 新規購入 |
| 46 | TIP | Ishares Tips Bond ETF | — | EXIT | 全売却 |
| 47 | CERNCHF | Cerner CORP | — | NEW | 新規購入 |
| 48 | CL | Colgate-palmolive Co | — | EXIT | 全売却 |
| 49 | CVS | Cvs Health CORP | — | NEW | 新規購入 |
| 50 | BMY | Bristol-myers Squibb Co | — | NEW | 新規購入 |