CIK: 0001018674
申告総資産額
$21.9億
上位200銘柄を表示中（全358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 | 7.91% | -1.07% | -3.19% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.39% | -0.03% | -0.74% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.42% | +0.35% | +0.24% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.67% | -0.47% | -0.05% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.08% | — | -0.77% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.67% | +0.88% | -0.33% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.52% | -0.07% | -0.62% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.46% | -0.09% | +3.21% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.37% | — | -1.89% | |
| 10 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.33% | — | -0.19% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 1.19% | +0.26% | +1.93% | |
| 12 | HON | Honeywell International INC | 株式-資本財 | 1.10% | +0.03% | -0.41% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.07% | — | -7.03% | |
| 14 | AMT | American Tower CORP | 株式-不動産 | 1.03% | — | -0.63% | |
| 15 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.01% | — | -0.37% | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.01% | — | +1.98% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 0.98% | +0.12% | -0.11% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.98% | — | +0.60% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.96% | +0.07% | -5.49% | |
| 20 | ORCL | Oracle CORP | 株式-IT | 0.92% | -0.46% | -0.09% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.90% | +0.05% | +0.45% | |
| 22 | CELG | Celgene CORP | 株式-その他 | 0.87% | — | +2.58% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.85% | +0.01% | +1.46% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.83% | — | -2.01% | |
| 25 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.82% | — | +0.04% | |
| 26 | BLKCHF | Blackrock INC | 株式-その他 | 0.80% | — | +1.17% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.75% | — | -0.33% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.75% | — | -0.68% | |
| 29 | BA | Boeing Co/the | 株式-資本財 | 0.74% | — | -0.83% | |
| 30 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.74% | — | -3.10% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | — | -0.16% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.73% | — | -1.20% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.69% | — | -1.67% | |
| 34 | SLB | Slb LTD | 株式-エネルギー | 0.64% | — | -2.52% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.63% | — | -0.11% | |
| 36 | UTXZ | United Tech CORP | 株式-その他 | 0.61% | — | -0.09% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.61% | — | -3.16% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.59% | +0.01% | +0.13% | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.58% | -0.49% | -17.71% | |
| 40 | DHR | Danaher CORP | 株式-ヘルスケア | 0.58% | — | -0.09% | |
| 41 | MDXG | Mimedx Group INC | 株式-その他 | 0.58% | — | +0.11% | |
| 42 | COP | Conocophillips | 株式-エネルギー | 0.57% | — | +0.23% | |
| 43 | SBPHUSD | Spring Bank Pharmaceuticals | 株式-その他 | 0.56% | — | +2.18% | |
| 44 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.53% | — | -1.83% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.53% | — | -1.31% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.52% | — | -0.62% | |
| 47 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.50% | — | — | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.50% | — | +4.01% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.47% | — | -1.15% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.47% | +0.22% | +0.10% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.2% | -0.74% | 減少 |
| 2 | ABBV | Abbvie INC | +0.2% | +1.46% | 増加 |
| 3 | BA | Boeing Co/the | +0.1% | -0.83% | 減少 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.05% | 減少 |
| 5 | CVX | Chevron CORP | +0.1% | +1.93% | 増加 |
| 6 | SBPHUSD | Spring Bank Pharmaceuticals | +0.1% | +2.18% | 増加 |
| 7 | CELG | Celgene CORP | +0.1% | +2.58% | 増加 |
| 8 | TXN | Texas Instruments INC | +0.1% | +94.35% | 増加 |
| 9 | AMJEUR | Jpmorgan Alerian Mlp Index | +0.1% | +88.46% | 増加 |
| 10 | CAT | Caterpillar INC | +0.1% | +0.13% | 増加 |
| 11 | COP | Conocophillips | +0.1% | +0.23% | 増加 |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +155.10% | 増加 |
| 13 | MSFT | Microsoft CORP | +0.1% | -0.62% | 減少 |
| 14 | C | Citigroup INC | +0.1% | +8.50% | 増加 |
| 15 | BMY | Bristol-myers Squibb Co | +0.1% | +1.39% | 増加 |
| 16 | SCHO | Schwab Short-term US Treas | +0.1% | +63.32% | 増加 |
| 17 | VZ | Verizon Communications INC | 0% | -0.16% | 減少 |
| 18 | TMO | Thermo Fisher Scientific INC | 0% | +0.04% | 増加 |
| 19 | MA | Mastercard INC - A | 0% | -1.15% | 減少 |
| 20 | AMGN | Amgen INC | 0% | +4.01% | 増加 |
| 21 | V | Visa Inc-class A Shares | 0% | +3.96% | 増加 |
| 22 | HD | Home Depot INC | 0% | +0.60% | 増加 |
| 23 | HON | Honeywell International INC | 0% | -0.41% | 減少 |
| 24 | ABT | Abbott Laboratories | 0% | -1.20% | 減少 |
| 25 | BLKCHF | Blackrock INC | 0% | +1.17% | 増加 |
| 26 | PFE | Pfizer INC | 0% | -0.11% | 減少 |
| 27 | GOOGL | Alphabet Inc-cl A | 0% | +0.45% | 増加 |
| 28 | JPM | Jpmorgan Chase & Co | 0% | -0.33% | 減少 |
| 29 | INTC | Intel CORP | 0% | -7.03% | 減少 |
| 30 | XOM | Exxon Mobil CORP | -0.1% | +0.24% | 増加 |
| 31 | GSY | Invesco Ultra Short Duration ETF | -0.1% | -29.46% | 減少 |
| 32 | MDT | Medtronic plc | -0.1% | -0.92% | 減少 |
| 33 | SCHX | Schwab US Large-cap ETF | -0.1% | -35.94% | 減少 |
| 34 | MDLZ | Mondelez International Inc-a | -0.1% | -1.83% | 減少 |
| 35 | NKE | Nike INC -cl B | -0.1% | -9.23% | 減少 |
| 36 | JNJ | Johnson & Johnson | -0.1% | -0.77% | 減少 |
| 37 | AEP | American Electric Power Company, Inc. | -0.2% | -0.37% | 減少 |
| 38 | MDXG | Mimedx Group INC | -0.2% | +0.11% | 増加 |
| 39 | IBM | Intl Business Machines CORP | -0.2% | -17.71% | 減少 |
| 40 | MMM | 3m Co | -0.5% | -3.19% | 減少 |
| 41 | DD | DuPont de Nemours, Inc. | — | NEW | 新規購入 |
| 42 | DUK | Du Pont E I De Nemour&Co | — | EXIT | 全売却 |
| 43 | DOW | Dow Chem Co | — | EXIT | 全売却 |
| 44 | ADI | Analog Devices INC | — | NEW | 新規購入 |
| 45 | JCPB | JPMorgan Core Plus Bond ETF | — | EXIT | 全売却 |
| 46 | ✓ | Whole Foods Mkt INC | — | EXIT | 全売却 |
| 47 | FLRN | Ss Spdr Bb Ig Float Rt ETF | — | NEW | 新規購入 |
| 48 | JNCEEUR | Jounce Therapeutics INC | — | NEW | 新規購入 |
| 49 | ✓ | Panera Bread Co | — | EXIT | 全売却 |
| 50 | USMV | Ishares Msci USA Min Vol Fac | — | NEW | 新規購入 |