CIK: 0000829407
申告総資産額
$21.5億
上位200銘柄を表示中（全240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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.36% | -0.18% | +12.89% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.62% | -0.64% | +10.67% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.36% | — | -3.23% | |
| 4 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.72% | +0.14% | -1.16% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.72% | +0.11% | +88.80% | |
| 6 | EFX | Equifax INC | 株式-資本財 | 1.53% | — | -2.04% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.44% | +0.19% | -0.74% | |
| 8 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.44% | — | -2.74% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.41% | -0.25% | -4.24% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.36% | — | -1.17% | |
| 11 | URI | United Rentals INC | 株式-資本財 | 1.30% | -0.29% | +45.36% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.28% | -0.30% | -11.63% | |
| 13 | ✓ | 株式-その他 | 1.28% | — | +0.23% | ||
| 14 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.18% | — | -2.03% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.10% | -0.68% | -6.41% | |
| 16 | BANC | Banc Of California INC | 株式-その他 | 1.09% | — | — | |
| 17 | XLF | Ss Financial Select Sector | ETF-その他 | 1.08% | — | +1.24% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.03% | +0.11% | +105.42% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.01% | — | +1.63% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.98% | — | +3.55% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.98% | — | -3.83% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.98% | — | -7.77% | |
| 23 | BWA | Borgwarner INC | 株式-一般消費財 | 0.97% | — | +36.28% | |
| 24 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.95% | — | +1.04% | |
| 25 | HDSUSD | Hd Supply Holdings INC | 株式-その他 | 0.95% | — | -4.09% | |
| 26 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.90% | — | -0.52% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.88% | +0.14% | -6.51% | |
| 28 | QRVO | Qorvo INC | 株式-IT | 0.86% | — | +16.22% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.85% | — | -38.65% | |
| 30 | MRVL | Marvell Technology, Inc. | 株式-IT | 0.85% | — | -9.19% | |
| 31 | IBM | Intl Business Machines CORP | 株式-IT | 0.84% | — | -2.21% | |
| 32 | FISV | Fiserv INC | 株式-その他 | 0.82% | — | -0.64% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | — | -2.74% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.78% | +0.12% | -2.42% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.77% | — | -1.44% | |
| 36 | C | Citigroup INC | 株式-金融 | 0.77% | — | +54.02% | |
| 37 | BA | Boeing Co/the | 株式-資本財 | 0.75% | -0.19% | -29.27% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.75% | — | +9.21% | |
| 39 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.74% | — | +984.20% | |
| 40 | AKAM | Akamai Technologies INC | 株式-IT | 0.73% | — | -19.06% | |
| 41 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.73% | — | -3.38% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | -2.13% | |
| 43 | MKL | Markel Group INC | 株式-金融 | 0.70% | — | — | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.69% | — | -7.75% | |
| 45 | VMC | Vulcan Materials Co | 株式-素材 | 0.68% | — | -3.97% | |
| 46 | ADBE | Adobe INC | 株式-IT | 0.66% | -0.18% | -11.86% | |
| 47 | MET | Metlife INC | 株式-金融 | 0.65% | — | -16.43% | |
| 48 | AIG | American International Group | 株式-金融 | 0.63% | — | -36.49% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.61% | — | +0.14% | |
| 50 | LKQ | Lkq CORP | 株式-一般消費財 | 0.59% | — | +3.52% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.8% | +12.89% | 増加 |
| 2 | MCK | Mckesson CORP | +0.7% | +984.20% | 増加 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.5% | +10.67% | 増加 |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.5% | +105.42% | 増加 |
| 5 | URI | United Rentals INC | +0.5% | +45.36% | 増加 |
| 6 | IPG | Interpublic Group Of Cos INC | +0.3% | +532.07% | 増加 |
| 7 | BWA | Borgwarner INC | +0.3% | +36.28% | 増加 |
| 8 | QRVO | Qorvo INC | +0.3% | +16.22% | 増加 |
| 9 | C | Citigroup INC | +0.2% | +54.02% | 増加 |
| 10 | HP | Helmerich & Payne | +0.2% | +686.42% | 増加 |
| 11 | STKL | Sunopta INC | +0.2% | +278.28% | 増加 |
| 12 | AAPL | Apple INC | +0.2% | -4.24% | 減少 |
| 13 | EFX | Equifax INC | +0.1% | -2.04% | 減少 |
| 14 | MS | Morgan Stanley | +0.1% | +37.24% | 増加 |
| 15 | VGK | Vanguard Ftse Europe ETF | +0.1% | +31.77% | 増加 |
| 16 | HD | Home Depot INC | 0% | -1.17% | 減少 |
| 17 | JNJ | Johnson & Johnson | 0% | -0.74% | 減少 |
| 18 | CVS | Cvs Health CORP | -0.1% | -14.30% | 減少 |
| 19 | WMT | Walmart INC | -0.2% | -19.57% | 減少 |
| 20 | CVX | Chevron CORP | -0.2% | -2.42% | 減少 |
| 21 | DISH | Dish Network Corp-a | -0.2% | -69.00% | 減少 |
| 22 | ORCL | Oracle CORP | -0.2% | -45.93% | 減少 |
| 23 | WFC | Wells Fargo & Co | -0.2% | -24.47% | 減少 |
| 24 | AEP | American Electric Power Company, Inc. | -0.2% | -2.03% | 減少 |
| 25 | MET | Metlife INC | -0.2% | -16.43% | 減少 |
| 26 | DAL | Delta Air Lines INC | -0.2% | -75.42% | 減少 |
| 27 | VNQ | Vanguard Real Estate ETF | -0.2% | -25.96% | 減少 |
| 28 | IJR | Ishares Core S&p Small-cap E | -0.2% | +88.80% | 増加 |
| 29 | XOM | Exxon Mobil CORP | -0.2% | -6.51% | 減少 |
| 30 | UPS | United Parcel Service-cl B | -0.2% | -23.14% | 減少 |
| 31 | RDS-A | Shell Plc-spon Adr-a | -0.2% | -41.18% | 減少 |
| 32 | BA | Boeing Co/the | -0.2% | -29.27% | 減少 |
| 33 | AKAM | Akamai Technologies INC | -0.3% | -19.06% | 減少 |
| 34 | LUV | Southwest Airlines Co | -0.4% | -64.63% | 減少 |
| 35 | AIG | American International Group | -0.5% | -36.49% | 減少 |
| 36 | IWM | Ishares Russell 2000 ETF | -0.6% | -38.65% | 減少 |
| 37 | BANC | Banc Of California INC | — | NEW | 新規購入 |
| 38 | ALK | Alaska Air Group INC | — | EXIT | 全売却 |
| 39 | ✓ | Spectrum Brands Holdings, Inc. | — | EXIT | 全売却 |
| 40 | VOYA | Voya Financial INC | — | NEW | 新規購入 |
| 41 | SPB | Spectrum Brands Hldgs INC | — | NEW | 新規購入 |
| 42 | DVA | Davita INC | — | NEW | 新規購入 |
| 43 | TS | Tenaris Sa-adr | — | NEW | 新規購入 |
| 44 | CMA | Comerica INC | — | NEW | 新規購入 |
| 45 | ABX | Barrick Gold CORP | — | NEW | 新規購入 |
| 46 | ✓ | General Growth Pptys INC New | — | EXIT | 全売却 |
| 47 | ✓ | Sprint CORP | — | EXIT | 全売却 |
| 48 | ✓ | GGP Inc | — | NEW | 新規購入 |
| 49 | UAA | Under Armour Inc-class A | — | EXIT | 全売却 |
| 50 | VLO | Valero Energy CORP | — | EXIT | 全売却 |