CIK: 0000809443
申告総資産額
$17.5億
上位200銘柄を表示中（全990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 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.84% | — | +1.11% | |
| 2 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.05% | — | +1.73% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.75% | -2.31% | -4.30% | |
| 4 | AAPL | Apple INC | 株式-IT | 1.71% | +1.28% | +12.85% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.63% | — | — | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.55% | — | -4.45% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.47% | -1.83% | -17.82% | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.36% | -2.63% | EXIT | |
| 9 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.31% | — | -49.29% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.26% | — | -16.53% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 1.22% | — | +6.10% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.18% | +0.70% | +10.62% | |
| 13 | BAC | Bank Of America CORP | 株式-金融 | 1.17% | — | +16.98% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.11% | — | -78.94% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | — | +94.61% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.97% | +1.10% | +54.96% | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 0.95% | — | +11.34% | |
| 18 | INTC | Intel CORP | 株式-IT | 0.88% | — | -6.22% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 0.88% | — | +27.41% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.87% | -0.08% | +49.71% | |
| 21 | PM | Philip Morris International | 株式-生活必需品 | 0.87% | — | +72.38% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.85% | -0.63% | +12.12% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.83% | — | +41.12% | |
| 24 | ORCL | Oracle CORP | 株式-IT | 0.82% | — | +10.52% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.75% | — | -2.61% | |
| 26 | MO | Altria Group INC | 株式-生活必需品 | 0.74% | — | +9.72% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | — | +21.73% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.71% | — | -41.84% | |
| 29 | TXN | Texas Instruments INC | 株式-IT | 0.71% | — | +27.09% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.69% | — | -10.59% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.65% | — | -4.45% | |
| 32 | TWXCHF | Time Warner INC | 株式-その他 | 0.65% | — | +311.64% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | -0.82% | -24.87% | |
| 34 | AFL | Aflac INC | 株式-金融 | 0.65% | — | +1.70% | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.64% | — | +8.00% | |
| 36 | MS | Morgan Stanley | 株式-金融 | 0.61% | — | +61.67% | |
| 37 | USB | US Bancorp | 株式-金融 | 0.61% | — | +90.77% | |
| 38 | PRU | Prudential Financial INC | 株式-金融 | 0.60% | — | +66.82% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | — | -0.07% | |
| 40 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.58% | — | +31.38% | |
| 41 | BA | Boeing Co/the | 株式-資本財 | 0.57% | — | +266.94% | |
| 42 | EXC | Exelon CORP | 株式-公益事業 | 0.57% | — | +44.99% | |
| 43 | HPE | Hewlett Packard Enterprise | 株式-IT | 0.57% | — | +59.79% | |
| 44 | EOG | Eog Resources INC | 株式-エネルギー | 0.56% | +0.31% | +519.54% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.55% | — | -32.62% | |
| 46 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.55% | — | +27.38% | |
| 47 | FITB | Fifth Third Bancorp | 株式-金融 | 0.54% | — | -3.10% | |
| 48 | ACN | Accenture plc | 株式-IT | 0.54% | — | +109.55% | |
| 49 | INTU | Intuit INC | 株式-IT | 0.54% | — | -4.91% | |
| 50 | BBTUSD | Bb&t CORP | 株式-その他 | 0.54% | — | +45.73% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +0.7% | +94.61% | 増加 |
| 2 | BAC | Bank Of America CORP | +0.5% | +16.98% | 増加 |
| 3 | TWXCHF | Time Warner INC | +0.5% | +311.64% | 増加 |
| 4 | EOG | Eog Resources INC | +0.5% | +519.54% | 増加 |
| 5 | IWN | Ishares Russell 2000 Value E | +0.5% | +1.73% | 増加 |
| 6 | BA | Boeing Co/the | +0.5% | +266.94% | 増加 |
| 7 | AMAT | Applied Materials INC | +0.5% | +573.99% | 増加 |
| 8 | XOM | Exxon Mobil CORP | +0.4% | +54.96% | 増加 |
| 9 | PM | Philip Morris International | +0.4% | +72.38% | 増加 |
| 10 | AAPL | Apple INC | +0.4% | +12.85% | 増加 |
| 11 | USB | US Bancorp | +0.4% | +90.77% | 増加 |
| 12 | ETN | Eaton Corporation plc | +0.4% | +210.09% | 増加 |
| 13 | MS | Morgan Stanley | +0.4% | +61.67% | 増加 |
| 14 | PRU | Prudential Financial INC | +0.4% | +66.82% | 増加 |
| 15 | GOOG | Alphabet Inc-cl C | +0.4% | +49.71% | 増加 |
| 16 | AAL | American Airlines Group INC | +0.3% | +1074.74% | 増加 |
| 17 | HCA | Hca Healthcare INC | +0.3% | +170.40% | 増加 |
| 18 | ACN | Accenture plc | +0.3% | +109.55% | 増加 |
| 19 | MPC | Marathon Petroleum CORP | +0.3% | +171.84% | 増加 |
| 20 | VLO | Valero Energy CORP | +0.3% | +85.98% | 増加 |
| 21 | SYF | Synchrony Financial | +0.3% | +77.42% | 増加 |
| 22 | PEP | Pepsico INC | +0.3% | +41.12% | 増加 |
| 23 | UAL | United Airlines Holdings INC | +0.3% | +692.21% | 増加 |
| 24 | TMO | Thermo Fisher Scientific INC | +0.3% | +205.08% | 増加 |
| 25 | BBTUSD | Bb&t CORP | +0.3% | +45.73% | 増加 |
| 26 | EBAY | Ebay INC | +0.3% | +88.69% | 増加 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +204.79% | 増加 |
| 28 | COR | Cencora INC | +0.2% | +2759.27% | 増加 |
| 29 | IEMG | Ishares Core Msci Emerging | -0.2% | -16.53% | 減少 |
| 30 | PFE | Pfizer INC | -0.2% | -32.62% | 減少 |
| 31 | AMZN | Amazon.com INC | -0.2% | -24.87% | 減少 |
| 32 | IRM | Iron Mountain INC | -0.2% | -65.60% | 減少 |
| 33 | KO | Coca-cola Co/the | -0.2% | -97.21% | 減少 |
| 34 | AEP | American Electric Power | -0.2% | -92.95% | 減少 |
| 35 | NI | Nisource INC | -0.2% | -54.33% | 減少 |
| 36 | ✓ | -0.2% | -66.57% | 減少 | |
| 37 | AEP | American Electric Power Company, Inc. | -0.2% | -88.32% | 減少 |
| 38 | ORI | Old Republic Intl CORP | -0.2% | -84.15% | 減少 |
| 39 | MCD | Mcdonald's CORP | -0.2% | -84.93% | 減少 |
| 40 | INGR | Ingredion INC | -0.3% | -84.69% | 減少 |
| 41 | MMM | 3m Co | -0.3% | -91.38% | 減少 |
| 42 | T | At&t INC | -0.3% | -41.84% | 減少 |
| 43 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | -1% | -49.29% | 減少 |
| 44 | EMB | Ishares Jp Morgan Usd Emergi | -1.4% | -52.74% | 減少 |
| 45 | EFA | Ishares Msci Eafe ETF | -3.7% | -78.94% | 減少 |
| 46 | EEM | Ishares Msci Emerging Market | — | EXIT | 全売却 |
| 47 | AGG | Ishares Core U.s. Aggregate | — | NEW | 新規購入 |
| 48 | DFIN | Donnelley Financial Solutions, Inc. | — | EXIT | 全売却 |
| 49 | EG | Everest Group, Ltd. | — | NEW | 新規購入 |
| 50 | MET | Metlife INC | — | NEW | 新規購入 |