CIK: 0000809443
申告総資産額
$17.5億
上位200銘柄を表示中（全2054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 | MSFT | Microsoft CORP | 株式-IT | 2.92% | -1.83% | +12.26% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.61% | +1.28% | +17.54% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.01% | -0.82% | +19.86% | |
| 4 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.00% | -2.63% | EXIT | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.73% | — | +121.45% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.41% | -2.46% | +6.60% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.38% | -0.08% | +13.14% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 1.25% | — | +73.36% | |
| 9 | CSCO | Cisco Systems INC | 株式-IT | 1.19% | — | +5.59% | |
| 10 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.19% | +2.83% | NEW | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 1.13% | +0.95% | +30.15% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.07% | +0.70% | +11.06% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.05% | — | +3.43% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.04% | — | +94.80% | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 1.01% | — | +3.20% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.00% | — | +3.09% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.00% | -0.74% | +9.82% | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.97% | — | +4.76% | |
| 19 | UNP | Union Pacific CORP | 株式-資本財 | 0.87% | -0.37% | +7.54% | |
| 20 | ORCL | Oracle CORP | 株式-IT | 0.87% | — | +31.70% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 0.86% | — | +2.85% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.85% | — | +150.28% | |
| 23 | MDT | Medtronic plc | 株式-ヘルスケア | 0.84% | — | +1.94% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.82% | — | -44.71% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.79% | +1.10% | -12.15% | |
| 26 | TXN | Texas Instruments INC | 株式-IT | 0.78% | — | +9.68% | |
| 27 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.75% | — | +0.84% | |
| 28 | INTU | Intuit INC | 株式-IT | 0.73% | — | +8.45% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.73% | — | +7.74% | |
| 30 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.71% | +0.35% | +8.60% | |
| 31 | IBM | Intl Business Machines CORP | 株式-IT | 0.71% | — | +856.59% | |
| 32 | GM | General Motors Co | 株式-一般消費財 | 0.69% | — | +56.62% | |
| 33 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.69% | — | +4.50% | |
| 34 | CSX | Csx CORP | 株式-資本財 | 0.68% | — | +6.96% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | +30.89% | |
| 36 | COP | Conocophillips | 株式-エネルギー | 0.67% | — | +3.47% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.66% | — | +11.44% | |
| 38 | WM | Waste Management INC | 株式-資本財 | 0.65% | — | -1.74% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.65% | +1.27% | +3.50% | |
| 40 | CELG | Celgene CORP | 株式-その他 | 0.65% | — | +69.47% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.64% | +0.45% | +40.80% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.63% | -0.63% | +29.90% | |
| 43 | PSX | Phillips 66 | 株式-エネルギー | 0.63% | — | +9.81% | |
| 44 | MU | Micron Technology INC | 株式-IT | 0.62% | -0.25% | +11.38% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.62% | — | +15.46% | |
| 46 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.62% | — | +2350.10% | |
| 47 | TMUS | T-mobile US INC | 株式-通信サービス | 0.61% | — | +6.74% | |
| 48 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.60% | — | +78.82% | |
| 49 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.59% | -0.72% | +15.70% | |
| 50 | CMI | Cummins INC | 株式-資本財 | 0.59% | — | +27.95% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.9% | +121.45% | 増加 |
| 2 | IBM | Intl Business Machines CORP | +0.6% | +856.59% | 増加 |
| 3 | MDLZ | Mondelez International Inc-a | +0.6% | +2350.10% | 増加 |
| 4 | JPM | Jpmorgan Chase & Co | +0.5% | +94.80% | 増加 |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +150.28% | 増加 |
| 6 | BND | Vanguard Total Bond Market | +0.5% | +73.36% | 増加 |
| 7 | TSN | Tyson Foods Inc-cl A | +0.4% | +228.12% | 増加 |
| 8 | QCOM | Qualcomm INC | +0.4% | +143305.88% | 増加 |
| 9 | CMCSA | Comcast Corp-class A | +0.4% | +195.82% | 増加 |
| 10 | SYF | Synchrony Financial | +0.4% | +999.29% | 増加 |
| 11 | IWD | Ishares Russell 1000 Value E | +0.3% | +165.34% | 増加 |
| 12 | MSFT | Microsoft CORP | +0.3% | +12.26% | 増加 |
| 13 | PH | Parker Hannifin CORP | +0.3% | +980.11% | 増加 |
| 14 | IEMG | Ishares Core Msci Emerging | +0.3% | +318.94% | 増加 |
| 15 | MSCI | Msci INC | +0.3% | +709.61% | 増加 |
| 16 | COST | Costco Wholesale CORP | +0.3% | +3414.53% | 増加 |
| 17 | MA | Mastercard INC - A | +0.3% | +30.15% | 増加 |
| 18 | YUM | Yum! Brands INC | +0.3% | +78.82% | 増加 |
| 19 | IWF | Ishares Russell 1000 Growth | +0.3% | +124.90% | 増加 |
| 20 | PG | Procter & Gamble Co/the | +0.2% | +104.83% | 増加 |
| 21 | SYK | Stryker CORP | +0.2% | +147.20% | 増加 |
| 22 | AMZN | Amazon.com INC | +0.2% | +19.86% | 増加 |
| 23 | PCAR | Paccar INC | +0.2% | +114.37% | 増加 |
| 24 | DHR | Danaher CORP | +0.2% | +225.93% | 増加 |
| 25 | GM | General Motors Co | +0.2% | +56.62% | 増加 |
| 26 | CELG | Celgene CORP | +0.2% | +69.47% | 増加 |
| 27 | AAPL | Apple INC | +0.2% | +17.54% | 増加 |
| 28 | ORCL | Oracle CORP | +0.2% | +31.70% | 増加 |
| 29 | WBA | Walgreens Boots Alliance INC | -0.3% | -92.23% | 減少 |
| 30 | TGT | Target CORP | -0.3% | -78.34% | 減少 |
| 31 | OKE | Oneok INC | -0.3% | -91.60% | 減少 |
| 32 | HPQ | Hp INC | -0.3% | -54.68% | 減少 |
| 33 | VLO | Valero Energy CORP | -0.4% | -83.10% | 減少 |
| 34 | C | Citigroup INC | -0.4% | -81.19% | 減少 |
| 35 | ROST | Ross Stores INC | -0.4% | -87.03% | 減少 |
| 36 | UNH | Unitedhealth Group INC | -0.4% | -66.49% | 減少 |
| 37 | REGN | Regeneron Pharmaceuticals | -0.4% | -92.76% | 減少 |
| 38 | XLNXEUR | Xilinx INC | -0.5% | -94.25% | 減少 |
| 39 | UGI | Ugi CORP | -0.5% | -88.56% | 減少 |
| 40 | MPC | Marathon Petroleum CORP | -0.6% | -91.59% | 減少 |
| 41 | EXC | Exelon CORP | -0.6% | -82.35% | 減少 |
| 42 | BBTUSD | Bb&t CORP | -0.6% | -95.61% | 減少 |
| 43 | OXY | Occidental Petroleum CORP | -0.6% | -92.82% | 減少 |
| 44 | NEE | Nextera Energy INC | -0.7% | -98.84% | 減少 |
| 45 | DIS | Walt Disney Co/the | -0.7% | -68.57% | 減少 |
| 46 | EMB | Ishares Jp Morgan Usd Emergi | -0.8% | -21.15% | 減少 |
| 47 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.9% | -44.71% | 減少 |
| 48 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | — | EXIT | 全売却 |
| 49 | JNK | Ss Spdr Bb High Yield Bond | — | NEW | 新規購入 |
| 50 | USB | US Bancorp | — | NEW | 新規購入 |