CIK: 0000829407
申告総資産額
$21.5億
上位200銘柄を表示中（全279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 | 9.44% | -0.18% | +18.53% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.14% | -0.64% | +3.18% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.11% | — | -2.91% | |
| 4 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.15% | +0.14% | -9.31% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.51% | -0.25% | -0.69% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 1.50% | — | +0.27% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.48% | -0.30% | +8.79% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.37% | — | +135.12% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.36% | -0.68% | -3.41% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.28% | +0.19% | -2.01% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.25% | +0.21% | — | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.14% | -0.12% | +14.13% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.12% | — | -0.51% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.06% | — | +1.06% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | -0.20% | +65.91% | |
| 16 | ADBE | Adobe INC | 株式-IT | 1.05% | -0.18% | -1.15% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 1.04% | +0.17% | -17.05% | |
| 18 | EFX | Equifax INC | 株式-資本財 | 1.04% | — | -0.12% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.04% | — | — | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 1.03% | — | -26.25% | |
| 21 | ✓ | 株式-その他 | 1.02% | — | -1.75% | ||
| 22 | DISCAUSD | Discovery INC - A | 株式-その他 | 1.02% | — | +13.91% | |
| 23 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 1.00% | — | +63.45% | |
| 24 | BA | Boeing Co/the | 株式-資本財 | 0.99% | -0.19% | -4.19% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.97% | — | -3.04% | |
| 26 | FISV | Fiserv INC | 株式-その他 | 0.97% | — | — | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.97% | +0.14% | +6.48% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.96% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | — | -15.55% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.85% | — | +160.51% | |
| 31 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.84% | — | -2.58% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.78% | +0.12% | -9.36% | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 0.78% | — | -11.82% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.74% | — | +2.14% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | +1.72% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.71% | +0.11% | +4.04% | |
| 37 | MKL | Markel Group INC | 株式-金融 | 0.67% | — | +1.68% | |
| 38 | ✓ | AbbVie Inc. | 株式-その他 | 0.66% | — | -1.32% | |
| 39 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.66% | — | +55.65% | |
| 40 | DY | Dycom Industries INC | 株式-資本財 | 0.66% | — | +1.19% | |
| 41 | FTV | Fortive CORP | 株式-IT | 0.65% | — | +18.83% | |
| 42 | VMC | Vulcan Materials Co | 株式-素材 | 0.61% | — | -8.45% | |
| 43 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.57% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | -0.11% | +13.20% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.54% | — | +2.50% | |
| 46 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.53% | — | +10.14% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.53% | — | — | |
| 48 | INTC | Intel CORP | 株式-IT | 0.52% | — | -0.85% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.51% | — | -13.44% | |
| 50 | COP | Conocophillips | 株式-エネルギー | 0.51% | — | -3.63% |
| # | 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 | +1.7% | +18.53% | 増加 |
| 2 | IVW | Ishares S&p 500 Growth ETF | +0.8% | +135.12% | 増加 |
| 3 | IWM | Ishares Russell 2000 ETF | +0.6% | +160.51% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.5% | +65.91% | 増加 |
| 5 | RDS-A | Shell Plc-spon Adr-a | +0.4% | +63.45% | 増加 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.3% | +3.18% | 増加 |
| 7 | BABA | Alibaba Group Holding-sp Adr | +0.3% | +170.82% | 増加 |
| 8 | DISCAUSD | Discovery INC - A | +0.3% | +13.91% | 増加 |
| 9 | TJX | Tjx Companies INC | +0.3% | +55.65% | 増加 |
| 10 | ✓ | Mylan N V | +0.2% | +184.46% | 増加 |
| 11 | V | Visa Inc-class A Shares | +0.2% | +14.13% | 増加 |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +8.79% | 増加 |
| 13 | AEP | American Electric Power Company, Inc. | +0.2% | +58.13% | 増加 |
| 14 | NFLX | Netflix INC | +0.2% | +351.31% | 増加 |
| 15 | XOM | Exxon Mobil CORP | +0.2% | +6.48% | 増加 |
| 16 | T | At&t INC | +0.1% | +162.72% | 増加 |
| 17 | HD | Home Depot INC | +0.1% | +0.27% | 増加 |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | -31.95% | 減少 |
| 19 | RHI | Robert Half INC | -0.1% | -57.85% | 減少 |
| 20 | XLF | Ss Financial Select Sector | -0.1% | -11.82% | 減少 |
| 21 | EEM | Ishares Msci Emerging Market | -0.2% | -84.42% | 減少 |
| 22 | URI | United Rentals INC | -0.2% | -18.62% | 減少 |
| 23 | DOV | Dover CORP | -0.2% | -28.73% | 減少 |
| 24 | DAL | Delta Air Lines INC | -0.2% | -30.33% | 減少 |
| 25 | GS | Goldman Sachs Group INC | -0.2% | -80.30% | 減少 |
| 26 | JPM | Jpmorgan Chase & Co | -0.2% | -15.55% | 減少 |
| 27 | LVS | Las Vegas Sands CORP | -0.2% | -67.96% | 減少 |
| 28 | WMT | Walmart INC | -0.3% | -17.05% | 減少 |
| 29 | LOW | Lowe's Cos INC | -0.3% | -78.35% | 減少 |
| 30 | NVS | Novartis Ag-sponsored Adr | -0.3% | -82.52% | 減少 |
| 31 | WM | Waste Management INC | -0.3% | -68.16% | 減少 |
| 32 | KO | Coca-cola Co/the | -0.3% | -9.31% | 減少 |
| 33 | VWO | Vanguard Ftse Emerging Marke | -0.4% | -53.44% | 減少 |
| 34 | CSCO | Cisco Systems INC | -0.4% | -26.25% | 減少 |
| 35 | BANC | Banc Of California INC | -0.4% | -57.22% | 減少 |
| 36 | FE | Firstenergy CORP | -0.5% | -55.13% | 減少 |
| 37 | ORCL | Oracle CORP | -0.8% | -61.10% | 減少 |
| 38 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新規購入 |
| 39 | ✓ | Powershares | — | EXIT | 全売却 |
| 40 | SPB | Spectrum Brands Hldgs INC | — | EXIT | 全売却 |
| 41 | TWXCHF | Time Warner INC | — | EXIT | 全売却 |
| 42 | WGO | Winnebago Industries | — | NEW | 新規購入 |
| 43 | SPHQ | Invesco S&p 500 Quality ETF | — | NEW | 新規購入 |
| 44 | ✓ | Powershares ETF Trust | — | EXIT | 全売却 |
| 45 | XPH | Ss Spdr S&p Pharma ETF | — | EXIT | 全売却 |
| 46 | SPB | Spectrum Brands Holdings INC | — | NEW | 新規購入 |
| 47 | ALXN | Alexion Pharmaceuticals INC | — | NEW | 新規購入 |
| 48 | BSX | Boston Scientific CORP | — | NEW | 新規購入 |
| 49 | PRF | Invesco Rafi US 1000 ETF | — | NEW | 新規購入 |
| 50 | PRFUSD | Invesco Ftse Rafi US 1000 Et | — | EXIT | 全売却 |