CIK: 0001018674
申告総資産額
$21.9億
上位200銘柄を表示中（全363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 | 8.48% | -1.07% | +1.27% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.60% | -0.03% | -0.34% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.24% | +0.35% | -1.76% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.71% | -0.47% | -0.47% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.10% | — | -0.67% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.74% | +0.88% | -1.11% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.66% | -0.09% | -1.14% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.62% | -0.07% | -2.00% | |
| 9 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.31% | — | -0.02% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.30% | — | -0.42% | |
| 11 | INTC | Intel CORP | 株式-IT | 1.22% | — | -0.26% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 1.22% | +0.26% | +1.73% | |
| 13 | HON | Honeywell International INC | 株式-資本財 | 1.12% | +0.03% | -0.21% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.06% | — | -1.13% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.01% | +0.07% | +5.69% | |
| 16 | AMT | American Tower CORP | 株式-不動産 | 1.00% | — | -1.21% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 0.94% | +0.12% | +0.09% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.94% | — | -1.36% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.90% | +0.05% | -1.99% | |
| 20 | BLKCHF | Blackrock INC | 株式-その他 | 0.86% | — | -0.49% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.86% | +0.01% | -0.67% | |
| 22 | ORCL | Oracle CORP | 株式-IT | 0.84% | -0.46% | -0.96% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.83% | — | +0.28% | |
| 24 | BA | Boeing Co/the | 株式-資本財 | 0.78% | — | -3.86% | |
| 25 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.76% | — | -1.81% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.75% | — | -1.30% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | — | -1.85% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.73% | — | -1.74% | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 0.69% | +0.01% | -2.84% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.66% | — | +2.75% | |
| 31 | UTXZ | United Tech CORP | 株式-その他 | 0.64% | — | +0.04% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.62% | — | -0.64% | |
| 33 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.61% | — | -11.34% | |
| 34 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.60% | — | -3.42% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.59% | — | +16.57% | |
| 36 | DHR | Danaher CORP | 株式-ヘルスケア | 0.59% | — | -0.14% | |
| 37 | COP | Conocophillips | 株式-エネルギー | 0.59% | — | -0.19% | |
| 38 | SLB | Slb LTD | 株式-エネルギー | 0.58% | — | +0.90% | |
| 39 | MDXG | Mimedx Group INC | 株式-その他 | 0.58% | — | +0.01% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.58% | -0.49% | -0.80% | |
| 41 | CELG | Celgene CORP | 株式-その他 | 0.57% | — | -3.00% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.57% | — | -3.92% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.56% | — | -1.69% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.53% | — | -0.47% | |
| 45 | DNKN | Dunkin' Brands Group INC | 株式-その他 | 0.52% | — | +0.52% | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.51% | +1.08% | +10.95% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.50% | +0.22% | -0.20% | |
| 48 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.49% | — | +1.17% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.47% | — | -2.40% | |
| 50 | C | Citigroup INC | 株式-金融 | 0.46% | +0.09% | +4.36% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MMM | 3m Co | +0.6% | +1.27% | 増加 |
| 2 | AAPL | Apple INC | +0.2% | -0.34% | 減少 |
| 3 | AMZN | Amazon.com INC | +0.2% | -1.14% | 減少 |
| 4 | INTC | Intel CORP | +0.2% | -0.26% | 減少 |
| 5 | MSFT | Microsoft CORP | +0.1% | -2.00% | 減少 |
| 6 | CAT | Caterpillar INC | +0.1% | -2.84% | 減少 |
| 7 | XLE | Ss Energy Select Sector | +0.1% | +209.87% | 増加 |
| 8 | HD | Home Depot INC | +0.1% | -1.13% | 減少 |
| 9 | CCI | Crown Castle INC | +0.1% | +57.11% | 増加 |
| 10 | BP | Bp Plc-spons Adr | +0.1% | +220.95% | 増加 |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | -1.11% | 減少 |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.1% | +16.57% | 増加 |
| 13 | DNKN | Dunkin' Brands Group INC | +0.1% | +0.52% | 増加 |
| 14 | BLKCHF | Blackrock INC | +0.1% | -0.49% | 減少 |
| 15 | DIS | Walt Disney Co/the | +0.1% | +14.47% | 増加 |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.69% | 増加 |
| 17 | NEE | Nextera Energy INC | +0.1% | +10.95% | 増加 |
| 18 | AMJEUR | Jpmorgan Alerian Mlp Index | +0.1% | +42.96% | 増加 |
| 19 | EWJ | Ishares Msci Japan ETF | +0.1% | +130.73% | 増加 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.47% | 減少 |
| 21 | BA | Boeing Co/the | 0% | -3.86% | 減少 |
| 22 | FLIR | Flir Systems INC | 0% | — | 変化なし |
| 23 | CVX | Chevron CORP | 0% | +1.73% | 増加 |
| 24 | CSCO | Cisco Systems INC | 0% | -0.20% | 減少 |
| 25 | UTXZ | United Tech CORP | 0% | +0.04% | 増加 |
| 26 | LOW | Lowe's Cos INC | 0% | -0.42% | 減少 |
| 27 | JNJ | Johnson & Johnson | 0% | -0.67% | 減少 |
| 28 | HON | Honeywell International INC | 0% | -0.21% | 減少 |
| 29 | COP | Conocophillips | 0% | -0.19% | 減少 |
| 30 | ACN | Accenture plc | 0% | -2.29% | 減少 |
| 31 | ABBV | Abbvie INC | 0% | -0.67% | 減少 |
| 32 | IVV | Ishares Core S&p 500 ETF | — | +0.28% | 増加 |
| 33 | GOOGL | Alphabet Inc-cl A | — | -1.99% | 減少 |
| 34 | CMCSA | Comcast Corp-class A | 0% | -0.02% | 減少 |
| 35 | DUK | Duke Energy CORP | -0.1% | -29.39% | 減少 |
| 36 | SRCLEUR | Stericycle INC | -0.1% | -59.22% | 減少 |
| 37 | CLB | Core Laboratories Inc. | -0.1% | -65.63% | 減少 |
| 38 | TRAK | Repositrak INC | -0.1% | -23.05% | 減少 |
| 39 | MDLZ | Mondelez International Inc-a | -0.1% | -16.31% | 減少 |
| 40 | MRK | Merck & Co. INC. | -0.1% | -0.64% | 減少 |
| 41 | SBPHUSD | Spring Bank Pharmaceuticals | -0.1% | +0.07% | 増加 |
| 42 | CVS | Cvs Health CORP | -0.1% | -3.42% | 減少 |
| 43 | CELG | Celgene CORP | -0.3% | -3.00% | 減少 |
| 44 | AEP | American Electric Power Company, Inc. | -0.4% | -11.34% | 減少 |
| 45 | IQV | Iqvia Holdings INC | — | NEW | 新規購入 |
| 46 | ✓ | Quintiles Transnational Holdin | — | EXIT | 全売却 |
| 47 | STZ | Constellation Brands Inc-a | — | NEW | 新規購入 |
| 48 | VXUS | Vanguard Total Intl Stock | — | NEW | 新規購入 |
| 49 | BCRUSD | Cr Bard INC | — | EXIT | 全売却 |
| 50 | OEF | Ishares S&p 100 ETF | — | NEW | 新規購入 |