CIK: 0000942618
申告総資産額
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| # | 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 | ✓ | SPDR Gold Shares | 株式-その他 | 4.92% | — | -0.20% | |
| 2 | ✓ | Dyax CORP | 株式-その他 | 4.72% | — | — | |
| 3 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.29% | — | +8.41% | |
| 4 | ✓ | Diageo plc | 株式-その他 | 2.83% | — | -0.07% | |
| 5 | TWXCHF | Time Warner INC | 株式-その他 | 2.64% | — | +19.17% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.54% | -6.19% | EXIT | |
| 7 | ✓ | Twenty One Capital, Inc. | 株式-その他 | 2.38% | — | -0.09% | |
| 8 | ADP | Automatic Data Processing | 株式-IT | 1.91% | — | — | |
| 9 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 1.91% | — | +93.15% | |
| 10 | ✓ | Sector Spdr Tr Shs Ben Int Ind | 株式-その他 | 1.84% | — | -0.12% | |
| 11 | ✓ | American Tower Corporation | 株式-その他 | 1.72% | — | — | |
| 12 | LEN | Lennar Corp-a | 株式-一般消費財 | 1.65% | — | +36.08% | |
| 13 | ✓ | Aetna Inc | 株式-その他 | 1.61% | — | +907.69% | |
| 14 | ✓ | Consumer Staples Select Sector Spdr | 株式-その他 | 1.60% | — | — | |
| 15 | ✓ | Novartis AG | 株式-その他 | 1.54% | — | +91.06% | |
| 16 | ✓ | 株式-その他 | 1.53% | — | +7.96% | ||
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.46% | -1.36% | EXIT | |
| 18 | DAL | Delta Air Lines INC | 株式-資本財 | 1.45% | — | +1134.00% | |
| 19 | ALL | Allstate CORP | 株式-金融 | 1.44% | -0.58% | EXIT | |
| 20 | ✓ | Viacom Class B | 株式-その他 | 1.44% | — | +5.79% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 1.43% | -1.67% | EXIT | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.32% | -1.27% | EXIT | |
| 23 | ✓ | General Growth Pptys INC New | 株式-その他 | 1.32% | — | -0.27% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.26% | — | — | |
| 25 | ✓ | Host Hotels &resorts INC Com | 株式-その他 | 1.23% | — | +48.80% | |
| 26 | SLB | Slb LTD | 株式-エネルギー | 1.19% | — | +173.77% | |
| 27 | ✓ | Select Sector Spdr Tr | 株式-その他 | 1.18% | — | -2.50% | |
| 28 | ✓ | Comcast Corporation | 株式-その他 | 1.17% | — | +14.34% | |
| 29 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.15% | — | +81.66% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.10% | — | — | |
| 31 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 1.07% | — | — | |
| 32 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.06% | — | -7.27% | |
| 33 | ✓ | Ddr CORP | 株式-その他 | 1.05% | — | -0.35% | |
| 34 | ✓ | American Homes 4 Rent (AMH) | 株式-その他 | 1.02% | — | — | |
| 35 | ✓ | Select Sector Spdr Tr | 株式-その他 | 0.97% | — | — | |
| 36 | ✓ | Northstar Rlty Fin | 株式-その他 | 0.90% | — | — | |
| 37 | ✓ | DirectTV | 株式-その他 | 0.89% | — | +1.47% | |
| 38 | WMB | Williams Cos INC | 株式-エネルギー | 0.86% | -0.84% | EXIT | |
| 39 | ✓ | MetLife, Inc. | 株式-その他 | 0.86% | — | -16.43% | |
| 40 | ✓ | Gramercy Ppty Tr INC | 株式-その他 | 0.85% | — | +395.16% | |
| 41 | AFL | Aflac INC | 株式-金融 | 0.76% | — | — | |
| 42 | ✓ | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.72% | — | — | |
| 43 | ✓ | American Rlty Cap Pptys INC | 株式-その他 | 0.71% | — | -53.33% | |
| 44 | BKR | Baker Hughes Company | 株式-エネルギー | 0.70% | — | -0.32% | |
| 45 | HAL | Halliburton Co | 株式-エネルギー | 0.70% | — | -23.53% | |
| 46 | ✓ | Forest City Enterprises INC | 株式-その他 | 0.69% | — | -0.87% | |
| 47 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.69% | — | +340.00% | |
| 48 | DOW | Dow Chem Co | 株式-素材 | 0.63% | — | +170.00% | |
| 49 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.61% | — | — | |
| 50 | AIG | American International Group | 株式-金融 | 0.61% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Aetna Inc | +1.5% | +907.69% | 増加 |
| 2 | DAL | Delta Air Lines INC | +1.3% | +1134.00% | 増加 |
| 3 | ✓ | State Street SPDR S&P 500 ETF Trust | +0.9% | +93.15% | 増加 |
| 4 | ✓ | Novartis AG | +0.7% | +91.06% | 増加 |
| 5 | ✓ | Gramercy Ppty Tr INC | +0.7% | +395.16% | 増加 |
| 6 | ALL | Allstate CORP | +0.6% | +84.09% | 増加 |
| 7 | NSC | Norfolk Southern CORP | +0.5% | +340.00% | 増加 |
| 8 | AEP | American Electric Power Company, Inc. | +0.5% | +81.66% | 増加 |
| 9 | ✓ | Host Hotels &resorts INC Com | +0.4% | +48.80% | 増加 |
| 10 | DOW | Dow Chem Co | +0.4% | +170.00% | 増加 |
| 11 | LEN | Lennar Corp-a | +0.4% | +36.08% | 増加 |
| 12 | TWXCHF | Time Warner INC | +0.4% | +19.17% | 増加 |
| 13 | SLB | Slb LTD | +0.3% | +173.77% | 増加 |
| 14 | WMB | Williams Cos INC | +0.2% | -0.20% | 減少 |
| 15 | DIS | Walt Disney Co/the | +0.2% | +8.41% | 増加 |
| 16 | ✓ | Starwood Waypoint Residentl | +0.2% | +84.98% | 増加 |
| 17 | ✓ | +0.1% | +7.96% | 増加 | |
| 18 | ✓ | Fuelcell Energy INC | +0.1% | +68.96% | 増加 |
| 19 | ✓ | Comcast Corporation | +0.1% | +14.34% | 増加 |
| 20 | ✓ | Twenty One Capital, Inc. | 0% | -0.09% | 減少 |
| 21 | ✓ | American Tower Corporation | 0% | — | 変化なし |
| 22 | ✓ | Dyax CORP | -0.2% | — | 変化なし |
| 23 | UNP | Union Pacific CORP | -0.2% | +2.69% | 増加 |
| 24 | ✓ | SPDR Gold Shares | -0.3% | -0.20% | 減少 |
| 25 | ✓ | American Rlty Cap Pptys INC | -1.2% | -53.33% | 減少 |
| 26 | ✓ | AbbVie Inc. | -1.2% | -78.44% | 減少 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | 全売却 |
| 28 | ITB | Ishares U.s. Home Constructi | — | NEW | 新規購入 |
| 29 | ✓ | American Homes 4 Rent (AMH) | — | NEW | 新規購入 |
| 30 | ✓ | Northstar Rlty Fin | — | NEW | 新規購入 |
| 31 | ✓ | Weatherford International Lt | — | EXIT | 全売却 |
| 32 | ✓ | Merck & Co., Inc. | — | EXIT | 全売却 |
| 33 | ✓ | Northstar Realty Finance Corp. | — | EXIT | 全売却 |
| 34 | WMT | Walmart INC | — | NEW | 新規購入 |
| 35 | GOOG | Alphabet A | — | EXIT | 全売却 |
| 36 | BNY | Bank Of New York Mellon CORP | — | EXIT | 全売却 |
| 37 | ✓ | Liberty Global Ltd. | — | NEW | 新規購入 |
| 38 | SAC-WT | Safeguard Acquisition Corp. WT | — | EXIT | 全売却 |
| 39 | ✓ | Alphabet INC Cl A | — | NEW | 新規購入 |
| 40 | ✓ | Alphabet INC Cl C | — | NEW | 新規購入 |
| 41 | HD | Home Depot INC | — | NEW | 新規購入 |
| 42 | SHO | Sunstone Hotel Investors INC | — | EXIT | 全売却 |
| 43 | WFC | Wells Fargo & Co | — | NEW | 新規購入 |
| 44 | CVS | Cvs Health CORP | — | EXIT | 全売却 |
| 45 | MRTN | Marten Transport LTD | — | EXIT | 全売却 |
| 46 | ✓ | — | NEW | 新規購入 | |
| 47 | ✓ | Lasalle Hotel Pptys | — | EXIT | 全売却 |
| 48 | ✓ | Ace LTD | — | EXIT | 全売却 |
| 49 | DHR | Danaher CORP | — | NEW | 新規購入 |
| 50 | HSY | Hershey Co/the | — | EXIT | 全売却 |