CIK: 0001018674
申告総資産額
$21.9億
上位200銘柄を表示中（全352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 | 8.38% | -1.07% | +4.62% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.22% | -0.03% | -0.58% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.47% | +0.35% | -1.88% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.55% | -0.47% | +0.02% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.20% | — | +0.68% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.66% | +0.88% | +0.10% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.47% | -0.09% | -2.19% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.47% | -0.07% | -1.61% | |
| 9 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.39% | — | -0.40% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.38% | — | -0.20% | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.17% | — | -2.45% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 1.08% | +0.26% | +0.33% | |
| 13 | HON | Honeywell International INC | 株式-資本財 | 1.07% | +0.03% | -0.42% | |
| 14 | INTC | Intel CORP | 株式-IT | 1.06% | — | -2.67% | |
| 15 | AMT | American Tower CORP | 株式-不動産 | 1.04% | — | +2.40% | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.02% | — | +6.86% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.01% | +0.07% | -0.83% | |
| 18 | ORCL | Oracle CORP | 株式-IT | 0.99% | -0.46% | -0.15% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 0.96% | +0.12% | -0.74% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.95% | — | +3.15% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | +0.05% | +0.19% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.84% | — | — | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.80% | — | -0.65% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.78% | — | +0.33% | |
| 25 | CELG | Celgene CORP | 株式-その他 | 0.78% | — | +0.38% | |
| 26 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.78% | — | -0.11% | |
| 27 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.78% | — | +0.66% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.78% | -0.49% | +0.33% | |
| 29 | BLKCHF | Blackrock INC | 株式-その他 | 0.77% | — | +0.07% | |
| 30 | MDXG | Mimedx Group INC | 株式-その他 | 0.75% | — | — | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.72% | — | -0.83% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.70% | +0.01% | -0.27% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.70% | — | -0.06% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.69% | — | -1.27% | |
| 35 | UTXZ | United Tech CORP | 株式-その他 | 0.67% | — | +0.06% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.65% | — | -1.79% | |
| 37 | SLB | Slb LTD | 株式-エネルギー | 0.64% | — | -9.46% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.63% | — | +1.65% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.60% | — | +4.97% | |
| 40 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.60% | — | -0.68% | |
| 41 | DHR | Danaher CORP | 株式-ヘルスケア | 0.59% | — | -0.39% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.55% | — | -2.99% | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.53% | +0.01% | -1.16% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.52% | — | +4.89% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.52% | — | +8.83% | |
| 46 | COP | Conocophillips | 株式-エネルギー | 0.51% | — | -3.21% | |
| 47 | CSX | Csx CORP | 株式-資本財 | 0.51% | — | -4.05% | |
| 48 | DNKN | Dunkin' Brands Group INC | 株式-その他 | 0.48% | — | +48.27% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.46% | — | +13.24% | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.46% | +1.08% | +7.68% |