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 | 7.27% | -1.07% | -12.45% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.63% | -0.03% | -3.49% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.52% | -0.47% | +22.63% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.86% | +0.35% | -5.58% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.15% | -0.09% | +0.15% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.98% | — | -1.89% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.86% | +0.88% | -1.23% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.76% | -0.07% | -2.74% | |
| 9 | INTC | Intel CORP | 株式-IT | 1.39% | — | -4.17% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 1.27% | +0.26% | +8.65% | |
| 11 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.15% | — | -1.57% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.15% | — | -2.71% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.11% | — | +12.82% | |
| 14 | HON | Honeywell International INC | 株式-資本財 | 1.09% | +0.03% | -1.97% | |
| 15 | AMT | American Tower CORP | 株式-不動産 | 1.04% | — | -2.74% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.00% | — | -4.49% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 0.95% | +0.12% | -1.73% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.95% | +0.07% | -9.49% | |
| 19 | BLKCHF | Blackrock INC | 株式-その他 | 0.95% | — | -1.09% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.90% | +0.05% | -3.22% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 0.89% | — | -2.05% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.89% | +0.01% | +0.36% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.88% | — | +2.09% | |
| 24 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.86% | — | -1.12% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 0.84% | -0.46% | -1.17% | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.79% | — | -1.45% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.70% | — | -1.72% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.70% | — | +13.70% | |
| 29 | DHR | Danaher CORP | 株式-ヘルスケア | 0.66% | — | +1.47% | |
| 30 | COP | Conocophillips | 株式-エネルギー | 0.66% | — | -0.93% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | -4.73% | |
| 32 | CAT | Caterpillar INC | 株式-資本財 | 0.64% | +0.01% | -4.84% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.64% | — | -6.59% | |
| 34 | UTXZ | United Tech CORP | 株式-その他 | 0.64% | — | -3.31% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | — | -0.77% | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.60% | -0.49% | -1.28% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.58% | +0.22% | -1.44% | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.58% | +1.08% | +3.73% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.57% | — | +1.63% | |
| 40 | SLB | Slb LTD | 株式-エネルギー | 0.56% | — | -4.40% | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.54% | — | -4.63% | |
| 42 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.54% | — | -0.55% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.53% | — | -7.83% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.52% | — | -4.48% | |
| 45 | SBPHUSD | Spring Bank Pharmaceuticals | 株式-その他 | 0.51% | — | -0.11% | |
| 46 | ROP | Roper Technologies INC | 株式-IT | 0.51% | +0.06% | -0.26% | |
| 47 | DNKN | Dunkin' Brands Group INC | 株式-その他 | 0.50% | — | -2.20% | |
| 48 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.49% | — | -0.63% | |
| 49 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.47% | — | +0.99% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.47% | — | +1.40% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +22.63% | 増加 |
| 2 | AMZN | Amazon.com INC | +0.5% | +0.15% | 増加 |
| 3 | BKNG | Booking Holdings INC | +0.4% | NEW | 新規購入 |
| 4 | MINT | Pimco Enhanced Short Maturit | +0.2% | +12.82% | 増加 |
| 5 | INTC | Intel CORP | +0.2% | -4.17% | 減少 |
| 6 | MSFT | Microsoft CORP | +0.1% | -2.74% | 減少 |
| 7 | V | Visa Inc-class A Shares | +0.1% | +23.91% | 増加 |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.1% | +13.70% | 増加 |
| 9 | BA | Boeing Co/the | +0.1% | -2.05% | 減少 |
| 10 | TMO | Thermo Fisher Scientific INC | +0.1% | -1.12% | 減少 |
| 11 | MU | Micron Technology INC | +0.1% | NEW | 新規購入 |
| 12 | SBPHUSD | Spring Bank Pharmaceuticals | +0.1% | -0.11% | 減少 |
| 13 | CSCO | Cisco Systems INC | +0.1% | -1.44% | 減少 |
| 14 | ALGN | Align Technology INC | +0.1% | +90.97% | 増加 |
| 15 | JHMD | John Hancock Mf Dev Intl ETF | +0.1% | NEW | 新規購入 |
| 16 | GS | Goldman Sachs Group INC | +0.1% | +143.16% | 増加 |
| 17 | AAPL | Apple INC | 0% | -3.49% | 減少 |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | 0% | -6.59% | 減少 |
| 19 | DNKN | Dunkin' Brands Group INC | 0% | -2.20% | 減少 |
| 20 | HON | Honeywell International INC | 0% | -1.97% | 減少 |
| 21 | VCIT | Vanguard Int-term Corporate | 0% | -7.83% | 減少 |
| 22 | C | Citigroup INC | 0% | -2.80% | 減少 |
| 23 | ED | Consolidated Edison INC | 0% | -40.20% | 減少 |
| 24 | ENB | Enbridge INC | 0% | +1.38% | 増加 |
| 25 | PEP | Pepsico INC | -0.1% | -1.72% | 減少 |
| 26 | CAT | Caterpillar INC | -0.1% | -4.84% | 減少 |
| 27 | T | At&t INC | -0.1% | -4.48% | 減少 |
| 28 | MTD | Mettler-toledo International | -0.1% | -9.09% | 減少 |
| 29 | WFC | Wells Fargo & Co | -0.1% | -12.08% | 減少 |
| 30 | PPG | Ppg Industries INC | -0.1% | EXIT | 全売却 |
| 31 | HD | Home Depot INC | -0.1% | -4.49% | 減少 |
| 32 | VOO | Vanguard S&p 500 ETF | -0.1% | -9.49% | 減少 |
| 33 | CVS | Cvs Health CORP | -0.1% | -0.55% | 減少 |
| 34 | KHC | Kraft Heinz Co/the | -0.1% | -17.61% | 減少 |
| 35 | VZ | Verizon Communications INC | -0.1% | -4.73% | 減少 |
| 36 | VNQ | Vanguard Real Estate ETF | -0.1% | -57.63% | 減少 |
| 37 | SCHO | Schwab Short-term US Treas | -0.1% | -53.80% | 減少 |
| 38 | WASH | Washington Trust Bancorp | -0.1% | EXIT | 全売却 |
| 39 | ✓ | Bioverativ Inc | -0.1% | EXIT | 全売却 |
| 40 | CELG | Celgene CORP | -0.1% | -10.33% | 減少 |
| 41 | ✓ | Azurrx Biopharma | -0.1% | EXIT | 全売却 |
| 42 | JNJ | Johnson & Johnson | -0.1% | -1.89% | 減少 |
| 43 | PG | Procter & Gamble Co/the | -0.2% | -2.71% | 減少 |
| 44 | CMCSA | Comcast Corp-class A | -0.2% | -1.57% | 減少 |
| 45 | MDXG | Mimedx Group INC | -0.2% | +13.67% | 増加 |
| 46 | SCHD | Schwab U.S. Dividend Equity ETF | -0.3% | EXIT | 全売却 |
| 47 | AEP | American Electric Power Company, Inc. | -0.3% | -39.33% | 減少 |
| 48 | BKNG | Booking Hldgs INC | -0.3% | EXIT | 全売却 |
| 49 | XOM | Exxon Mobil CORP | -0.4% | -5.58% | 減少 |
| 50 | MMM | 3m Co | -1.2% | -12.45% | 減少 |