CIK: 0000728618
申告総資産額
$3.3億
上位200銘柄を表示中（全2759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 | AAPL | Apple INC | 株式-IT | 2.15% | — | -3.63% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.80% | — | -1.48% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 1.29% | — | -0.04% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.27% | -0.81% | -13.41% | |
| 5 | GOOG | Alphabet A | 株式-通信サービス | 1.22% | — | +2.84% | |
| 6 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.17% | — | -1.95% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.17% | — | -0.25% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 1.13% | — | -0.86% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.99% | — | -0.62% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | — | -1.79% | |
| 11 | IBM | Intl Business Machines CORP | 株式-IT | 0.97% | — | -1.85% | |
| 12 | WFC | Wells Fargo & Co | 株式-金融 | 0.96% | — | -2.33% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | — | -0.90% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 0.91% | — | -1.28% | |
| 15 | T | At&t INC | 株式-通信サービス | 0.87% | — | -1.73% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.73% | +0.41% | +1.46% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.72% | — | -1.21% | |
| 18 | C | Citigroup INC | 株式-金融 | 0.71% | — | -0.57% | |
| 19 | PM | Philip Morris International | 株式-生活必需品 | 0.70% | — | -1.72% | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 0.70% | — | -0.86% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 0.68% | — | -0.76% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.66% | — | -3.46% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.62% | — | -1.04% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.60% | — | -1.28% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | — | -0.22% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 0.59% | — | -3.43% | |
| 27 | SLB | Slb LTD | 株式-エネルギー | 0.59% | — | -1.25% | |
| 28 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.59% | — | -1.38% | |
| 29 | QCOM | Qualcomm INC | 株式-IT | 0.58% | — | -1.43% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.58% | — | +0.64% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.55% | — | -2.52% | |
| 32 | INTC | Intel CORP | 株式-IT | 0.54% | — | -0.32% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.52% | — | -7.83% | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.51% | — | — | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | — | +0.84% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | — | -1.04% | |
| 37 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.48% | — | -0.49% | |
| 38 | UTXZ | United Tech CORP | 株式-その他 | 0.47% | — | -0.93% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.45% | +0.11% | -3.71% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.42% | — | -0.39% | |
| 41 | BA | Boeing Co/the | 株式-資本財 | 0.41% | — | +0.65% | |
| 42 | COP | Conocophillips | 株式-エネルギー | 0.41% | — | -0.49% | |
| 43 | MMM | 3m Co | 株式-資本財 | 0.39% | — | +1.26% | |
| 44 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.38% | — | -0.54% | |
| 45 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.36% | — | -0.50% | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.36% | — | -1.35% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.36% | — | -0.70% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.35% | — | -1.57% | |
| 49 | AXP | American Express Co | 株式-金融 | 0.35% | — | -3.40% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.35% | — | -0.82% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.2% | -3.63% | 減少 |
| 2 | DAL | Delta Air Lines INC | +0.1% | +1273.74% | 増加 |
| 3 | SLB | Slb LTD | +0.1% | -1.25% | 減少 |
| 4 | GILD | Gilead Sciences INC | +0.1% | -0.49% | 減少 |
| 5 | CELG | Celgene CORP | +0.1% | -2.04% | 減少 |
| 6 | MDY | State Street Spdr S&p Midcap | +0.1% | +15.94% | 増加 |
| 7 | AMZN | Amazon.com INC | +0.1% | +0.64% | 増加 |
| 8 | UTXZ | United Tech CORP | 0% | -0.93% | 減少 |
| 9 | BA | Boeing Co/the | 0% | +0.65% | 増加 |
| 10 | COP | Conocophillips | 0% | -0.49% | 減少 |
| 11 | EOG | Eog Resources INC | 0% | -0.67% | 減少 |
| 12 | ✓ | Williams Partners | 0% | +36.08% | 増加 |
| 13 | ✓ | 0% | +0.04% | 増加 | |
| 14 | ✓ | 0% | +1740.39% | 増加 | |
| 15 | AMGN | Amgen INC | 0% | -0.39% | 減少 |
| 16 | MA | Mastercard INC - A | 0% | -1.57% | 減少 |
| 17 | BKNG | Booking Hldgs INC | 0% | -0.92% | 減少 |
| 18 | SBUX | Starbucks CORP | 0% | -0.47% | 減少 |
| 19 | ✓ | Actavis INC Com | 0% | +30.98% | 増加 |
| 20 | CRM | Salesforce INC | 0% | +0.11% | 増加 |
| 21 | GM | General Motors Co | 0% | +20.55% | 増加 |
| 22 | DOW | Dow Chem Co | 0% | -0.50% | 減少 |
| 23 | LYB | LyondellBasell Industries N.V. | 0% | +15.11% | 増加 |
| 24 | REGN | Regeneron Pharmaceuticals | 0% | +1.09% | 増加 |
| 25 | ✓ | Yahoo INC | 0% | -1.18% | 減少 |
| 26 | PRAA | PRA Group, Inc. | 0% | +200.00% | 増加 |
| 27 | NFLX | Netflix INC | 0% | +3.64% | 増加 |
| 28 | QCOM | Qualcomm INC | 0% | -1.43% | 減少 |
| 29 | NKE | Nike INC -cl B | 0% | +2.18% | 増加 |
| 30 | MMM | 3m Co | 0% | +1.26% | 増加 |
| 31 | EMR | Emerson Electric Co | 0% | -1.26% | 減少 |
| 32 | BAC | Bank Of America CORP | 0% | -0.86% | 減少 |
| 33 | CMCSA | Comcast Corp-class A | 0% | -1.38% | 減少 |
| 34 | IWD | Ishares Russell 1000 Value E | -0.1% | -62.37% | 減少 |
| 35 | HPE | Hewlett-Packard Company | -0.1% | -0.85% | 減少 |
| 36 | DIS | Walt Disney Co/the | -0.1% | -7.83% | 減少 |
| 37 | INTC | Intel CORP | -0.1% | -0.32% | 減少 |
| 38 | VZ | Verizon Communications INC | -0.1% | -0.76% | 減少 |
| 39 | T | At&t INC | -0.1% | -1.73% | 減少 |
| 40 | KO | Coca-cola Co/the | -0.1% | -1.21% | 減少 |
| 41 | IBM | Intl Business Machines CORP | -0.1% | -1.85% | 減少 |
| 42 | MSFT | Microsoft CORP | -0.1% | -0.04% | 減少 |
| 43 | EFA | Ishares Msci Eafe ETF | -0.1% | -44.16% | 減少 |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -13.41% | 減少 |
| 45 | XOM | Exxon Mobil CORP | -0.2% | -1.48% | 減少 |
| 46 | XXI | Twenty One Capital, Inc. | — | NEW | 新規購入 |
| 47 | ✓ | News CORP INC | — | EXIT | 全売却 |
| 48 | ✓ | Sprint Nextel CORP | — | EXIT | 全売却 |
| 49 | NWSA | News CORP - Class A | — | NEW | 新規購入 |
| 50 | ✓ | Bmc Software INC | — | EXIT | 全売却 |