CIK: 0001280577
申告総資産額
$8568.4万
| # | 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 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 6.74% | -0.40% | -1.89% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.59% | -0.25% | +1.23% | |
| 3 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 4.70% | -0.63% | -3.29% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.80% | +0.07% | -1.73% | |
| 5 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 3.76% | -0.34% | -1.22% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.58% | -0.21% | +5.15% | |
| 7 | WEP | Magellan Midstream Partners | 株式-その他 | 3.46% | +0.02% | -1.54% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.21% | +0.07% | +2.89% | |
| 9 | DD | DuPont de Nemours, Inc. | 株式-その他 | 3.16% | — | -7.18% | |
| 10 | WFC V6.625 PERP R | Wells Fargo & Company | 株式-金融 | 3.05% | — | — | |
| 11 | XLF | Ss Financial Select Sector | ETF-その他 | 2.79% | -0.04% | +96.18% | |
| 12 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.74% | -0.30% | -5.89% | |
| 13 | UL | Unilever PLC | 株式-生活必需品 | 2.73% | -0.39% | -0.31% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.69% | +0.04% | -3.53% | |
| 15 | T | At&t INC | 株式-通信サービス | 2.67% | -0.35% | -19.59% | |
| 16 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 2.60% | -0.33% | -4.51% | |
| 17 | SBR | Sabine Royalty Trust | 株式-その他 | 2.54% | -0.38% | +3.64% | |
| 18 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.31% | -0.47% | -1.13% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.26% | -0.27% | -4.81% | |
| 20 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.25% | -0.13% | +13.61% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.94% | +0.26% | -0.30% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.88% | — | +8.60% | |
| 23 | C V6.875 PERP K | Citigroup INC | 株式-金融 | 1.82% | — | — | |
| 24 | WES | Western Midstream Partners, LP | 株式-エネルギー | 1.80% | — | -5.84% | |
| 25 | MPLX | Mplx LP | 株式-エネルギー | 1.80% | +0.02% | -3.77% | |
| 26 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.69% | — | -2.37% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.65% | -0.53% | +6.54% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.57% | -0.22% | +20.91% | |
| 29 | CELG | Celgene CORP | 株式-その他 | 1.22% | — | -33.21% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 1.17% | +0.31% | +3.62% | |
| 31 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.10% | +0.06% | +13.43% | |
| 32 | LBAIUSD | Lakeland Bancorp INC | 株式-その他 | 1.07% | +0.12% | +109.95% | |
| 33 | VOX | Vanguard Communication Servi | ETF-その他 | 1.02% | -0.11% | — | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.00% | -0.21% | +7.24% | |
| 35 | BGS | B&g Foods INC | 株式-その他 | 0.97% | — | -0.08% | |
| 36 | SHLXUSD | Shell Midstream Partners LP | 株式-その他 | 0.96% | +0.25% | NEW | |
| 37 | XLE | Ss Energy Select Sector | ETF-その他 | 0.92% | — | +4.28% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.91% | -0.15% | +14.32% | |
| 39 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.82% | — | +0.24% | |
| 40 | EGBN | Eagle Bancorp INC | 株式-その他 | 0.75% | — | — | |
| 41 | DMLP | Dorchester Minerals LP | 株式-その他 | 0.75% | -0.07% | -1.52% | |
| 42 | USAC | USA Compression Partners LP | 株式-その他 | 0.60% | -0.27% | EXIT | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | +0.96% | NEW | |
| 44 | PBA | Pembina Pipeline CORP | 株式-エネルギー | 0.57% | — | — | |
| 45 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.50% | — | -16.57% | |
| 46 | FFBC | First Financial Bancorp | 株式-その他 | 0.46% | — | — | |
| 47 | GS V0 PERP J | Goldman Sachs Group INC | 株式-金融 | 0.46% | — | — | |
| 48 | C V0 PERP J | Citigroup INC | 株式-金融 | 0.45% | — | — | |
| 49 | HESM | Hess Midstream LP | 株式-その他 | 0.43% | — | +0.56% | |
| 50 | XNXJX | Nuveen Nj Qlty Muni INC | 株式-その他 | 0.43% | — | — |