CIK: 0000036270
申告総資産額
$292.2億
上位200銘柄を表示中(全1991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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.91% | -0.08% | +2.94% | |
| 2 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 3.21% | — | -3.38% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.79% | +0.31% | +1.58% | |
| 4 | EBAY | Ebay INC | 株式-一般消費財 | 2.57% | — | -25.55% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.52% | — | +1.50% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.28% | — | +4.08% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.97% | -0.01% | +4.34% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.83% | +0.24% | +0.67% | |
| 9 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.76% | — | +0.50% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.60% | -0.15% | +1.76% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.47% | -0.10% | +0.73% | |
| 12 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.42% | — | +2.68% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.30% | — | -3.90% | |
| 14 | MTB | M & T Bank CORP | 株式-金融 | 1.12% | -0.53% | -0.23% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.09% | -0.07% | +10.88% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.03% | +0.03% | +3.68% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.02% | +0.21% | +0.74% | |
| 18 | COP | Conocophillips | 株式-エネルギー | 1.01% | +0.15% | -1.18% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.99% | — | +37.26% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.98% | — | +1.72% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.97% | — | -0.59% | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.95% | — | +38.99% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.88% | — | -2.62% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | -0.11% | +2.84% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.69% | — | +1.40% | |
| 26 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.67% | — | +25088.15% | |
| 27 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.67% | — | +0.63% | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.67% | — | +0.82% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.64% | -0.65% | -0.92% | |
| 30 | MMM | 3m Co | 株式-資本財 | 0.64% | — | +0.33% | |
| 31 | WFC | Wells Fargo & Co | 株式-金融 | 0.63% | — | +4.90% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 0.62% | -0.05% | -2.79% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | — | +3.65% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.59% | — | +23.55% | |
| 35 | UTXZ | United Tech CORP | 株式-その他 | 0.58% | — | -4.31% | |
| 36 | PM | Philip Morris International | 株式-生活必需品 | 0.55% | — | -2.31% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.52% | — | +9.28% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.52% | — | -0.20% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.50% | -0.02% | +5.65% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.50% | — | -0.95% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.48% | — | +1.44% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.48% | — | +1.41% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.47% | — | +28.30% | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.47% | — | -12.00% | |
| 45 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.46% | — | +7.27% | |
| 46 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.46% | — | -34.71% | |
| 47 | T | At&t INC | 株式-通信サービス | 0.45% | +0.08% | -0.60% | |
| 48 | QCOM | Qualcomm INC | 株式-IT | 0.45% | -0.11% | +1.75% | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.44% | — | -0.10% | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.43% | — | +1.15% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | +0.7% | +25088.15% | 増加 |
| 2 | IWO | Ishares Russell 2000 Growth | +0.3% | +37.26% | 増加 |
| 3 | IWP | Ishares Russell Mid-cap Grow | +0.3% | +38.99% | 増加 |
| 4 | KMI | Kinder Morgan INC | +0.2% | +606.32% | 増加 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.73% | 増加 |
| 6 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +2.94% | 増加 |
| 7 | SMG | Scotts Miracle-gro Co | +0.2% | +2422.53% | 増加 |
| 8 | IWX | Ishares Russell Top 200 Valu | +0.2% | +2678.52% | 増加 |
| 9 | AAPL | Apple INC | +0.1% | +1.76% | 増加 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.1% | +10.88% | 増加 |
| 11 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +23.55% | 増加 |
| 12 | IWF | Ishares Russell 1000 Growth | +0.1% | +4.34% | 増加 |
| 13 | CVS | Cvs Health CORP | +0.1% | +20.47% | 増加 |
| 14 | IWM | Ishares Russell 2000 ETF | +0.1% | +5.65% | 増加 |
| 15 | MMM | 3m Co | +0.1% | +0.33% | 増加 |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | +0.63% | 増加 |
| 17 | ORCL | Oracle CORP | +0.1% | +6.91% | 増加 |
| 18 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +28.30% | 増加 |
| 19 | DVY | Ishares Select Dividend ETF | +0.1% | +9.28% | 増加 |
| 20 | CSCO | Cisco Systems INC | +0.1% | +3.65% | 増加 |
| 21 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +120.04% | 増加 |
| 22 | C | Citigroup INC | +0.1% | +32.98% | 増加 |
| 23 | CB | Chubb Limited | +0.1% | +25.44% | 増加 |
| 24 | PLMKW | Plum Acquisition Corp. IV | +0.1% | +76.25% | 増加 |
| 25 | WPP | WPP plc | +0.1% | +6.36% | 増加 |
| 26 | IWD | Ishares Russell 1000 Value E | +0.1% | +3.68% | 増加 |
| 27 | PG | Procter & Gamble Co/the | +0.1% | -0.59% | 減少 |
| 28 | WFC | Wells Fargo & Co | +0.1% | +4.90% | 増加 |
| 29 | DAL | Delta Air Lines INC | +0.1% | +11.28% | 増加 |
| 30 | LOW | Lowe's Cos INC | +0.1% | +3.61% | 増加 |
| 31 | UNP | Union Pacific CORP | +0.1% | +5.63% | 増加 |
| 32 | E | Eni Spa-sponsored Adr | -0.1% | -87.88% | 減少 |
| 33 | APC3EUR | Anadarko Petroleum CORP | -0.1% | -54.94% | 減少 |
| 34 | PSX | Phillips 66 | -0.1% | -2.52% | 減少 |
| 35 | IJT | Ishares S&p Small-cap 600 Gr | -0.1% | -22.30% | 減少 |
| 36 | CVX | Chevron CORP | -0.1% | +0.74% | 増加 |
| 37 | MDC1USD | Mdc Holdings INC | -0.1% | -97.83% | 減少 |
| 38 | MRK | Merck & Co. INC. | -0.1% | +0.50% | 増加 |
| 39 | DEM | Wisdomtree Emerging Markets | -0.1% | -51.65% | 減少 |
| 40 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -3.90% | 減少 |
| 41 | ✓ | Powershares | -0.2% | -53.41% | 減少 |
| 42 | IBM | Intl Business Machines CORP | -0.2% | -2.79% | 減少 |
| 43 | COP | Conocophillips | -0.2% | -1.18% | 減少 |
| 44 | VEA | Vanguard Ftse Developed ETF | -0.2% | +1.50% | 増加 |
| 45 | SLB | Slb LTD | -0.2% | -20.21% | 減少 |
| 46 | SCZ | Ishares Msci Eafe Small-cap | -0.3% | -34.71% | 減少 |
| 47 | EBAY | Ebay INC | -1% | -25.55% | 減少 |
| 48 | IXC | Ishares Global Energy ETF | — | NEW | 新規購入 |
| 49 | ✓ | — | EXIT | 全売却 | |
| 50 | KMI | Kinder Morgan, Inc. | — | EXIT | 全売却 |