CIK: 0001018674
申告総資産額
$21.9億
上位200銘柄を表示中（全348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 | MMM | 3m Co | 株式-資本財 | 7.28% | -1.07% | -1.98% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.22% | -0.03% | +0.19% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.30% | +0.35% | -1.41% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.13% | -0.47% | — | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.77% | — | -0.21% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.71% | — | +61.54% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.38% | — | -0.42% | |
| 8 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.35% | — | -4.73% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.30% | +0.88% | +3.07% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.16% | -0.07% | +0.24% | |
| 11 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.14% | — | — | |
| 12 | INTC | Intel CORP | 株式-IT | 1.11% | — | -2.08% | |
| 13 | MDXG | Mimedx Group INC | 株式-その他 | 1.10% | — | +0.44% | |
| 14 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.03% | — | -0.31% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 0.98% | +0.26% | — | |
| 16 | HON | Honeywell International INC | 株式-資本財 | 0.95% | +0.03% | +1.48% | |
| 17 | ORCL | Oracle CORP | 株式-IT | 0.93% | -0.46% | +0.60% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.90% | +0.07% | +2.25% | |
| 19 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.84% | — | +0.75% | |
| 20 | CELG | Celgene CORP | 株式-その他 | 0.84% | — | -1.30% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 0.83% | -0.49% | -9.59% | |
| 22 | AMT | American Tower CORP | 株式-不動産 | 0.81% | — | +0.18% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.80% | — | -0.08% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.79% | +0.12% | +4.02% | |
| 25 | COP | Conocophillips | 株式-エネルギー | 0.79% | — | +1.91% | |
| 26 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.75% | — | -11.11% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.73% | +0.01% | +0.40% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.72% | — | +1.20% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.72% | — | -16.75% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.71% | — | +2.15% | |
| 31 | SLB | Slb LTD | 株式-エネルギー | 0.70% | — | +0.79% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | +0.51% | |
| 33 | DHR | Danaher CORP | 株式-ヘルスケア | 0.68% | — | -2.85% | |
| 34 | BLKCHF | Blackrock INC | 株式-その他 | 0.68% | — | +5.77% | |
| 35 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.68% | — | +0.06% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.65% | — | +1.35% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | -0.09% | -3.81% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | +2.22% | |
| 39 | UTXZ | United Tech CORP | 株式-その他 | 0.62% | — | — | |
| 40 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.62% | — | -0.37% | |
| 41 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.61% | — | -0.29% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.59% | — | -2.44% | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.58% | — | +2.71% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.58% | — | -1.77% | |
| 45 | DNKN | Dunkin' Brands Group INC | 株式-その他 | 0.56% | — | +2.32% | |
| 46 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.56% | — | -1.00% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.55% | — | +57.58% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.53% | +0.22% | -1.14% | |
| 49 | WFC | Wells Fargo & Co | 株式-金融 | 0.53% | — | +0.25% | |
| 50 | CAT | Caterpillar INC | 株式-資本財 | 0.53% | +0.01% | +2.71% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +0.5% | +61.54% | 増加 |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.2% | +57.58% | 増加 |
| 3 | JCPB | JPMorgan Core Plus Bond ETF | +0.2% | +83.41% | 増加 |
| 4 | ✓ | Whole Foods Mkt INC | +0.1% | +279.58% | 増加 |
| 5 | JPM | Jpmorgan Chase & Co | +0.1% | +3.07% | 増加 |
| 6 | ET | Energy Transfer LP | +0.1% | +160.49% | 増加 |
| 7 | JD | Jd.com Inc-adr | +0.1% | +278.91% | 増加 |
| 8 | MDXG | Mimedx Group INC | +0.1% | +0.44% | 増加 |
| 9 | ABBV | Abbvie INC | +0.1% | +0.40% | 増加 |
| 10 | DNKN | Dunkin' Brands Group INC | +0.1% | +2.32% | 増加 |
| 11 | GILD | Gilead Sciences INC | +0.1% | +0.18% | 増加 |
| 12 | MDLZ | Mondelez International Inc-a | 0% | -0.37% | 減少 |
| 13 | AMZN | Amazon.com INC | 0% | -3.81% | 減少 |
| 14 | MSFT | Microsoft CORP | 0% | +0.24% | 増加 |
| 15 | FLIR | Flir Systems INC | -0.1% | -22.08% | 減少 |
| 16 | IBM | Intl Business Machines CORP | -0.1% | -9.59% | 減少 |
| 17 | MINT | Pimco Enhanced Short Maturit | -0.1% | -11.11% | 減少 |
| 18 | PG | Procter & Gamble Co/the | -0.2% | -0.42% | 減少 |
| 19 | PEP | Pepsico INC | -0.2% | -16.75% | 減少 |
| 20 | GIS | General Mills INC | -0.2% | -49.79% | 減少 |
| 21 | XOM | Exxon Mobil CORP | -0.4% | -1.41% | 減少 |
| 22 | MMM | 3m Co | -1.1% | -1.98% | 減少 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新規購入 |
| 24 | CMCSA | Comcast Corp-class A | — | NEW | 新規購入 |
| 25 | CVX | Chevron CORP | — | NEW | 新規購入 |
| 26 | UTXZ | United Tech CORP | — | NEW | 新規購入 |
| 27 | MDT | Medtronic plc | — | EXIT | 全売却 |
| 28 | MDT | Medtronic plc | — | NEW | 新規購入 |
| 29 | GOOG | Alphabet A | — | NEW | 新規購入 |
| 30 | PSX | Phillips 66 | — | NEW | 新規購入 |
| 31 | AXP | American Express Company | — | NEW | 新規購入 |
| 32 | ✓ | — | EXIT | 全売却 | |
| 33 | CSX | Csx CORP | — | NEW | 新規購入 |
| 34 | FCX | Freeport-mcmoran INC | — | NEW | 新規購入 |
| 35 | BAX | Baxter International INC | — | NEW | 新規購入 |
| 36 | ✓ | Wisconsin Energy CORP | — | EXIT | 全売却 |
| 37 | PAYX | Paychex INC | — | NEW | 新規購入 |
| 38 | WEC | Wec Energy Group INC | — | NEW | 新規購入 |
| 39 | RDS-A | Shell Plc-spon Adr-a | — | NEW | 新規購入 |
| 40 | TWXCHF | Time Warner INC | — | NEW | 新規購入 |
| 41 | TJX | Tjx Companies INC | — | NEW | 新規購入 |
| 42 | GNTX | Gentex CORP | — | NEW | 新規購入 |
| 43 | REG | Regency Centers Corporation | — | EXIT | 全売却 |
| 44 | SCHX | Schwab US Large-cap ETF | — | NEW | 新規購入 |
| 45 | DGX | Quest Diagnostics INC | — | NEW | 新規購入 |
| 46 | CLX | Clorox Company | — | NEW | 新規購入 |
| 47 | ✓ | — | NEW | 新規購入 | |
| 48 | BDX | Becton Dickinson And Co | — | NEW | 新規購入 |
| 49 | ✓ | — | EXIT | 全売却 | |
| 50 | ACWX | Ishares Msci Acwi Ex US ETF | — | NEW | 新規購入 |