CIK: 0000036270
申告総資産額
$292.2億
上位200銘柄を表示中(全1965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 | 3.80% | -0.08% | -4.37% | |
| 2 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 3.03% | — | -2.23% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.80% | — | +5.91% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.55% | +0.31% | -4.25% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.37% | — | -1.73% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.17% | -0.01% | +6.65% | |
| 7 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.80% | — | +1.33% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.76% | -0.15% | -2.25% | |
| 9 | EBAY | Ebay INC | 株式-一般消費財 | 1.75% | — | -33.62% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.74% | +0.24% | -1.15% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.33% | — | +1.25% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.31% | -0.10% | -8.31% | |
| 13 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.28% | — | -7.94% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.18% | -0.07% | +7.59% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.12% | — | +13.23% | |
| 16 | MTB | M & T Bank CORP | 株式-金融 | 1.12% | -0.53% | -0.61% | |
| 17 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.08% | — | +2.65% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.02% | +0.03% | +0.92% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 0.98% | +0.21% | +3.21% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.96% | — | -0.95% | |
| 21 | COP | Conocophillips | 株式-エネルギー | 0.92% | +0.15% | +1.43% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.88% | — | -0.06% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.86% | — | -1.97% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.85% | -0.11% | +5.05% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.76% | — | +24.64% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.76% | — | -1.08% | |
| 27 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.73% | — | -1.02% | |
| 28 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.67% | — | -2.79% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.66% | — | +5.70% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.62% | — | -0.68% | |
| 31 | MMM | 3m Co | 株式-資本財 | 0.62% | — | -1.97% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.62% | — | +4.91% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.60% | — | +28.18% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.59% | -0.02% | +12.65% | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.59% | -0.05% | -4.08% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.58% | — | +27.85% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.55% | -0.65% | -1.75% | |
| 38 | UTXZ | United Tech CORP | 株式-その他 | 0.55% | — | -5.96% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.52% | — | +3.17% | |
| 40 | PM | Philip Morris International | 株式-生活必需品 | 0.51% | — | -0.89% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.50% | — | -1.37% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.50% | — | -1.53% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | +2.74% | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.49% | — | +0.82% | |
| 45 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.47% | — | +0.13% | |
| 46 | PSX | Phillips 66 | 株式-エネルギー | 0.47% | +0.10% | -0.03% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.45% | — | -9.60% | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.44% | — | -0.54% | |
| 49 | INTC | Intel CORP | 株式-IT | 0.43% | — | -2.52% | |
| 50 | T | At&t INC | 株式-通信サービス | 0.43% | +0.08% | -0.10% |