CIK: 0000036270
申告総資産額
$292.2億
上位200銘柄を表示中(全1646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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.63% | — | +2.29% | |
| 2 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 2.57% | — | -1.80% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.54% | +0.31% | -0.29% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.30% | -0.08% | -9.71% | |
| 5 | PYPL | Paypal Holdings INC | 株式-金融 | 2.30% | — | +394.92% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.30% | — | -5.68% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.08% | +0.24% | -1.88% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.94% | -0.01% | -4.49% | |
| 9 | EBAY | Ebay INC | 株式-一般消費財 | 1.85% | — | +385.46% | |
| 10 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.67% | — | -4.15% | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.57% | — | -2.16% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.42% | -0.15% | -2.28% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.14% | +0.03% | -0.74% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.14% | -0.07% | -0.19% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.13% | -0.10% | -0.33% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.05% | — | +0.47% | |
| 17 | MTB | M & T Bank CORP | 株式-金融 | 1.03% | -0.53% | -0.70% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.02% | -0.02% | +31.83% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.02% | — | +4.05% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.01% | -0.11% | -1.70% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.98% | — | +88.81% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.95% | — | -2.05% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | +0.21% | -5.74% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.89% | -0.65% | -0.44% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.87% | — | -10.41% | |
| 26 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.87% | — | -2.28% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.81% | — | -2.92% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.80% | — | +35.46% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.79% | — | +0.16% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.72% | +0.08% | +1.49% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.69% | — | -0.98% | |
| 32 | PM | Philip Morris International | 株式-生活必需品 | 0.67% | — | +1.70% | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 0.66% | — | -2.26% | |
| 34 | MMM | 3m Co | 株式-資本財 | 0.61% | — | -1.34% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.58% | — | -3.73% | |
| 36 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.57% | — | +0.80% | |
| 37 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.56% | — | +5.74% | |
| 38 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.54% | — | +11.91% | |
| 39 | MO | Altria Group INC | 株式-生活必需品 | 0.53% | — | -0.79% | |
| 40 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.53% | — | -1.25% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.53% | — | -4.28% | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.52% | — | -19.34% | |
| 43 | COP | Conocophillips | 株式-エネルギー | 0.51% | +0.15% | -1.77% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.51% | — | -0.55% | |
| 45 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.48% | — | -10.49% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.48% | -0.05% | -2.72% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.46% | — | +1.72% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.46% | — | -1.10% | |
| 49 | PSX | Phillips 66 | 株式-エネルギー | 0.46% | +0.10% | -0.73% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.46% | — | +21.52% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PYPL | Paypal Holdings INC | +1.9% | +394.92% | 増加 |
| 2 | EBAY | Ebay INC | +1.6% | +385.46% | 増加 |
| 3 | IEMG | Ishares Core Msci Emerging | +0.5% | +88.81% | 増加 |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +1260.21% | 増加 |
| 5 | IWM | Ishares Russell 2000 ETF | +0.3% | +31.83% | 増加 |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +35.46% | 増加 |
| 7 | MET | Metlife INC | +0.2% | +62.52% | 増加 |
| 8 | AAPL | Apple INC | +0.1% | -2.28% | 減少 |
| 9 | EEM | Ishares Msci Emerging Market | +0.1% | +21.52% | 増加 |
| 10 | QCOM | Qualcomm INC | +0.1% | -0.03% | 減少 |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.29% | 増加 |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | +39.10% | 増加 |
| 13 | MA | Mastercard INC - A | +0.1% | +17.51% | 増加 |
| 14 | EOG | Eog Resources INC | +0.1% | +41.98% | 増加 |
| 15 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +25.22% | 増加 |
| 16 | MUB | Ishares National Muni Bond E | +0.1% | +377.03% | 増加 |
| 17 | MSFT | Microsoft CORP | +0.1% | -0.44% | 減少 |
| 18 | VB | Vanguard Small-cap ETF | +0.1% | +10.24% | 増加 |
| 19 | CC | Chemours Co/the | +0.1% | -4.59% | 減少 |
| 20 | CSCO | Cisco Systems INC | 0% | +0.16% | 増加 |
| 21 | INTC | Intel CORP | 0% | -0.55% | 減少 |
| 22 | PACWUSD | Pacwest Bancorp | 0% | +55.66% | 増加 |
| 23 | GOOG | Alphabet Inc-cl C | 0% | -0.07% | 減少 |
| 24 | PG | Procter & Gamble Co/the | 0% | +0.47% | 増加 |
| 25 | IWO | Ishares Russell 2000 Growth | — | -2.28% | 減少 |
| 26 | JPM | Jpmorgan Chase & Co | 0% | -1.70% | 減少 |
| 27 | MRK | Merck & Co. INC. | 0% | -4.15% | 減少 |
| 28 | TEVA | Teva Pharmaceutical-sp Adr | -0.1% | -43.96% | 減少 |
| 29 | ✓ | -0.1% | -30.80% | 減少 | |
| 30 | LMT | Lockheed Martin CORP | -0.1% | -7.57% | 減少 |
| 31 | DLR | Digital Realty Trust INC | -0.1% | -23.64% | 減少 |
| 32 | IWS | Ishares Russell Mid-cap Valu | -0.1% | -18.35% | 減少 |
| 33 | MO | Altria Group INC | -0.1% | -0.79% | 減少 |
| 34 | VIAB | Viacom Inc-class B | -0.1% | -52.93% | 減少 |
| 35 | VFH | Vanguard Financials ETF | -0.1% | -18.51% | 減少 |
| 36 | KO | Coca-cola Co/the | -0.1% | -0.98% | 減少 |
| 37 | GILD | Gilead Sciences INC | -0.1% | -22.93% | 減少 |
| 38 | WFC | Wells Fargo & Co | -0.1% | -2.26% | 減少 |
| 39 | PFE | Pfizer INC | -0.1% | -2.92% | 減少 |
| 40 | CVX | Chevron CORP | -0.1% | -5.74% | 減少 |
| 41 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -19.34% | 減少 |
| 42 | IVE | Ishares S&p 500 Value ETF | -0.1% | -10.41% | 減少 |
| 43 | DHR | Danaher CORP | -0.2% | -19.64% | 減少 |
| 44 | BMY | Bristol-myers Squibb Co | -0.2% | +11.91% | 増加 |
| 45 | JNJ | Johnson & Johnson | -0.2% | -1.88% | 減少 |
| 46 | AEP | American Electric Power Company, Inc. | -0.2% | -2.16% | 減少 |
| 47 | IVW | Ishares S&p 500 Growth ETF | -0.3% | -9.71% | 減少 |
| 48 | XOM | Exxon Mobil CORP | -0.4% | -0.29% | 減少 |
| 49 | ✓ | — | EXIT | 全売却 | |
| 50 | XLRE | Ss Real Estate Select Sector | — | NEW | 新規購入 |