CIK: 0000728618
申告総資産額
$3.3億
上位200銘柄を表示中(全2219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 | 3.15% | — | -1.82% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.71% | -0.81% | +12.70% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.48% | — | -2.16% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.41% | — | -1.69% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.15% | — | -1.90% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.09% | — | -1.27% | |
| 7 | WFC | Wells Fargo & Co | 株式-金融 | 1.04% | — | -1.93% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.03% | +0.41% | +4.34% | |
| 9 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.03% | — | -1.07% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | — | -1.53% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | — | -1.34% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 0.89% | — | -1.08% | |
| 13 | PFE | Pfizer INC | 株式-ヘルスケア | 0.88% | — | -3.82% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.83% | — | — | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 0.82% | — | -1.79% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | — | -0.89% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.71% | — | -1.04% | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.70% | — | -1.49% | |
| 19 | GOOG | Alphabet A | 株式-通信サービス | 0.68% | — | -1.08% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.67% | — | -1.70% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 0.67% | — | -1.25% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 0.66% | — | -1.30% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.65% | — | -1.23% | |
| 24 | C | Citigroup INC | 株式-金融 | 0.65% | — | -1.15% | |
| 25 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.63% | — | -2.34% | |
| 26 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.62% | — | -2.42% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.62% | — | -2.04% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.61% | — | -0.98% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.60% | — | -2.00% | |
| 30 | INTC | Intel CORP | 株式-IT | 0.60% | — | -3.21% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.57% | — | -1.47% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | — | +292.63% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | — | -1.27% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.52% | — | -1.45% | |
| 35 | PM | Philip Morris International | 株式-生活必需品 | 0.50% | — | -1.64% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.50% | — | -1.91% | |
| 37 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.47% | — | -3.01% | |
| 38 | SLB | Slb LTD | 株式-エネルギー | 0.47% | — | -1.99% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.46% | — | -1.89% | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.46% | — | -2.04% | |
| 41 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.45% | — | -1.09% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.44% | — | -2.23% | |
| 43 | BIIB | Biogen INC | 株式-ヘルスケア | 0.43% | — | -1.80% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.43% | — | +4.54% | |
| 45 | MO | Altria Group INC | 株式-生活必需品 | 0.42% | — | -1.55% | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.41% | — | -1.99% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | — | -2.29% | |
| 48 | UTXZ | United Tech CORP | 株式-その他 | 0.41% | — | -3.60% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | — | -1.20% | |
| 50 | CELG | Celgene CORP | 株式-その他 | 0.40% | — | -1.03% |
| # | 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 | +0.5% | -1.82% | 減少 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +12.70% | 増加 |
| 3 | AAL | American Airlines Group INC | +0.1% | +736.69% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.1% | -0.98% | 減少 |
| 5 | IWF | Ishares Russell 1000 Growth | +0.1% | +97.50% | 増加 |
| 6 | PFE | Pfizer INC | +0.1% | -3.82% | 減少 |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.1% | +4.34% | 増加 |
| 8 | BIIB | Biogen INC | +0.1% | -1.80% | 減少 |
| 9 | DIS | Walt Disney Co/the | +0.1% | -1.04% | 減少 |
| 10 | HCA | Hca Healthcare INC | +0.1% | +1374.47% | 増加 |
| 11 | UNH | Unitedhealth Group INC | +0.1% | -1.89% | 減少 |
| 12 | KHC | The Kraft Heinz Company | +0.1% | -1.34% | 減少 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.27% | 減少 |
| 14 | JNJ | Johnson & Johnson | — | -1.90% | 減少 |
| 15 | CVX | Chevron CORP | 0% | -1.79% | 減少 |
| 16 | ABBV | Abbvie INC | 0% | -1.20% | 減少 |
| 17 | AXP | American Express Co | 0% | -2.52% | 減少 |
| 18 | PG | Procter & Gamble Co/the | -0.1% | -1.34% | 減少 |
| 19 | XOM | Exxon Mobil CORP | -0.1% | -2.16% | 減少 |
| 20 | BAC | Bank Of America CORP | -0.1% | -1.25% | 減少 |
| 21 | HPE | Hewlett-Packard Company | -0.1% | -3.71% | 減少 |
| 22 | INTC | Intel CORP | -0.1% | -3.21% | 減少 |
| 23 | MSFT | Microsoft CORP | -0.1% | -1.69% | 減少 |
| 24 | EFA | Ishares Msci Eafe ETF | -0.2% | -47.98% | 減少 |
| 25 | T | At&t INC | — | EXIT | 全売却 |
| 26 | ✓ | Google INC Class C | — | EXIT | 全売却 |
| 27 | IWM | Ishares Russell 2000 ETF | — | EXIT | 全売却 |
| 28 | WBA | Walgreens Boots Alliance INC | — | NEW | 新規購入 |
| 29 | MDT | Medtronic plc | — | EXIT | 全売却 |
| 30 | ✓ | Allergan INC | — | EXIT | 全売却 |
| 31 | ✓ | Williams Partners LP | — | NEW | 新規購入 |
| 32 | ✓ | Access Midstream Partners L | — | EXIT | 全売却 |
| 33 | HAL | Halliburton Co | — | EXIT | 全売却 |
| 34 | REGN | Regeneron Pharmaceuticals | — | EXIT | 全売却 |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | EXIT | 全売却 |
| 36 | BDX | Becton Dickinson And Co | — | EXIT | 全売却 |
| 37 | ICE | Intercontinental Exchange In | — | EXIT | 全売却 |
| 38 | ✓ | — | EXIT | 全売却 | |
| 39 | ✓ | — | EXIT | 全売却 | |
| 40 | EQIX | Equinix INC Reit | — | EXIT | 全売却 |
| 41 | STZ | Constellation Brands Inc-a | — | EXIT | 全売却 |
| 42 | ✓ | — | EXIT | 全売却 | |
| 43 | GNTX | Gentex CORP | — | EXIT | 全売却 |
| 44 | ROP | Roper Technologies INC | — | EXIT | 全売却 |
| 45 | PII | Polaris INC | — | EXIT | 全売却 |
| 46 | SMLPUSD | Summit Midstream Partners LP | — | EXIT | 全売却 |
| 47 | FAST | Fastenal Co | — | EXIT | 全売却 |
| 48 | SPH | Suburban Propane Partners LP | — | EXIT | 全売却 |
| 49 | RKLB | Rocket Lab Corporation | — | EXIT | 全売却 |
| 50 | RMD | Resmed INC | — | EXIT | 全売却 |