CIK: 0000844150
申告総資産額
$4.6億
上位200銘柄を表示中（全738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 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 5.23% | — | +875.48% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.04% | — | +2108.31% | |
| 3 | AAPL | Apple Computer | 株式-IT | 2.45% | — | +7.44% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.07% | — | +9.22% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.85% | — | -2.85% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.67% | -0.29% | +1.20% | |
| 7 | GOOG | Alphabet A | 株式-通信サービス | 1.66% | — | +7.55% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.65% | -3.08% | +10.52% | |
| 9 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.52% | — | +16.16% | |
| 10 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.35% | — | +17.63% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.25% | — | -2.14% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.23% | -3.31% | +6.82% | |
| 13 | WFC | Wells Fargo & Co | 株式-金融 | 1.19% | — | +11.55% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.10% | -0.49% | +17.76% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.04% | — | -5.09% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.02% | — | -4.99% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 0.96% | — | +11.44% | |
| 18 | BA | The Boeing Company | 株式-資本財 | 0.93% | — | -4.62% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | — | +21.37% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.90% | — | +1.87% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 0.89% | — | +24.88% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.89% | — | -5.96% | |
| 23 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 0.87% | — | +6.15% | |
| 24 | GME | GameStop Corp. | 株式-一般消費財 | 0.84% | — | -4.97% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.79% | — | +27.47% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.77% | — | +17.09% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.76% | — | +34.18% | |
| 28 | CTLEUR | Centurylink INC | 株式-その他 | 0.75% | — | +24.66% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.74% | — | -2.40% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.73% | +0.86% | NEW | |
| 31 | BAC | Bank of America Corporation | 株式-金融 | 0.72% | — | +11.28% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 0.70% | — | +33.56% | |
| 33 | C | Citigroup INC | 株式-金融 | 0.69% | — | +4.45% | |
| 34 | UTXZ | United Tech CORP | 株式-その他 | 0.67% | — | +11.10% | |
| 35 | PM | Philip Morris International | 株式-生活必需品 | 0.66% | — | +23.45% | |
| 36 | COP | Conocophillips | 株式-エネルギー | 0.66% | — | +9.48% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.63% | — | +3.62% | |
| 38 | ✓ | 株式-その他 | 0.62% | — | +4.77% | ||
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | -0.36% | +10.69% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.60% | — | +43.95% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.59% | — | +4.87% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.56% | — | +5.05% | |
| 43 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.56% | — | +16.40% | |
| 44 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.55% | — | +11.81% | |
| 45 | QCOM | Qualcomm INC | 株式-IT | 0.54% | — | +15.39% | |
| 46 | CMI | Cummins INC | 株式-資本財 | 0.53% | — | -2.13% | |
| 47 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.52% | — | +26.07% | |
| 48 | ✓ | Wci Cmntys INC | 株式-その他 | 0.52% | — | +19.07% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | +34.72% | |
| 50 | AMGN | Amgen Inc. | 株式-ヘルスケア | 0.46% | — | +8.24% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EEM | Ishares Msci Emerging Market | +4.6% | +875.48% | 増加 |
| 2 | IWM | Ishares Russell 2000 ETF | +3.9% | +2108.31% | 増加 |
| 3 | GOOG | Alphabet A | +0.3% | +7.55% | 増加 |
| 4 | ADM | Archer-daniels-midland Co | +0.3% | +16.16% | 増加 |
| 5 | AAPL | Apple Computer | +0.2% | +7.44% | 増加 |
| 6 | XOM | Exxon Mobil CORP | +0.2% | +9.22% | 増加 |
| 7 | AEP | American Electric Power Company, Inc. | +0.2% | +17.63% | 増加 |
| 8 | KLAC | Kla CORP | +0.2% | +978.73% | 増加 |
| 9 | KO | Coca-cola Co/the | +0.2% | +43.95% | 増加 |
| 10 | MS | Morgan Stanley | +0.2% | +210.10% | 増加 |
| 11 | SCHW | Schwab (charles) CORP | +0.2% | +236.76% | 増加 |
| 12 | MSFT | Microsoft CORP | +0.1% | +10.52% | 増加 |
| 13 | DIS | Walt Disney Co/the | +0.1% | +34.72% | 増加 |
| 14 | YUM | Yum! Brands INC | +0.1% | +120.20% | 増加 |
| 15 | ✓ | +0.1% | +441.33% | 増加 | |
| 16 | PFE | Pfizer INC | +0.1% | +24.88% | 増加 |
| 17 | MCD | Mcdonald's CORP | +0.1% | +34.18% | 増加 |
| 18 | ✓ | Solarcity CORP | +0.1% | +89.19% | 増加 |
| 19 | PG | Procter & Gamble Co/the | +0.1% | +21.37% | 増加 |
| 20 | T | At&t INC | +0.1% | +27.47% | 増加 |
| 21 | IBM | Intl Business Machines CORP | +0.1% | +33.56% | 増加 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +99.14% | 増加 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +17.76% | 増加 |
| 24 | VLO | Valero Energy CORP | +0.1% | +1.03% | 増加 |
| 25 | WFC | Wells Fargo & Co | +0.1% | +11.55% | 増加 |
| 26 | CTLEUR | Centurylink INC | +0.1% | +24.66% | 増加 |
| 27 | CVS | Cvs Health CORP | +0.1% | +11.34% | 増加 |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | +6.82% | 増加 |
| 29 | V | Visa Inc-class A Shares | +0.1% | +10.69% | 増加 |
| 30 | BRK-B | Berkshire Hathaway Inc. | +0.1% | +26.07% | 増加 |
| 31 | ✓ | Wci Cmntys INC | +0.1% | +19.07% | 増加 |
| 32 | BAC | Bank of America Corporation | +0.1% | +11.28% | 増加 |
| 33 | CMCSA | Comcast Corp-class A | +0.1% | +11.81% | 増加 |
| 34 | CL | Colgate-palmolive Co | +0.1% | +16.40% | 増加 |
| 35 | EFA | Ishares Msci Eafe ETF | +0.1% | +17.09% | 増加 |
| 36 | PM | Philip Morris International | +0.1% | +23.45% | 増加 |
| 37 | VZ | Verizon Communications INC | 0% | +11.44% | 増加 |
| 38 | IVV | Ishares Core S&p 500 ETF | -0.1% | +1.20% | 増加 |
| 39 | GLD | Spdr Gold Shares | -0.2% | -47.56% | 減少 |
| 40 | GAP | Gap Inc/the | -0.2% | -79.72% | 減少 |
| 41 | MDLZ | Mondelez International Inc-a | -0.5% | -53.64% | 減少 |
| 42 | XLF | Ss Financial Select Sector | -0.7% | -94.71% | 減少 |
| 43 | ✓ | Powershares Qqq Trust Ser 1 | -4.5% | -93.13% | 減少 |
| 44 | CRM 0.75 01-15-15 | Salesforce.com INC | — | EXIT | 全売却 |
| 45 | ARNC 5.25 03-15-14 | Alcoa INC | — | EXIT | 全売却 |
| 46 | SITC 1.75 11-15-40 | Ddr CORP | — | EXIT | 全売却 |
| 47 | UAL 4.5 01-15-15 | United Airlines INC | — | EXIT | 全売却 |
| 48 | VRSN 3.25 08-15-37 | Verisign INC | — | EXIT | 全売却 |
| 49 | ✓ | Jgwpt Hldgs INC | — | NEW | 新規購入 |
| 50 | MGM 4.25 04-15-15 | Mgm Resorts Intl | — | EXIT | 全売却 |