CIK: 0001044905
申告総資産額
$16.6億
上位200銘柄を表示中（全235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 | WRKUSD | Westrock Co | 株式-その他 | 8.18% | — | -3.39% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.18% | -0.66% | -2.56% | |
| 3 | NGVT | Ingevity CORP | 株式-その他 | 2.41% | +0.12% | -4.55% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.31% | -0.94% | -1.04% | |
| 5 | INTC | Intel CORP | 株式-IT | 1.96% | — | +1.17% | |
| 6 | WY | Weyerhaeuser Co | 株式-不動産 | 1.88% | — | -4.29% | |
| 7 | AOS | Smith (a.o.) CORP | 株式-資本財 | 1.84% | — | -3.41% | |
| 8 | ✓ | AbbVie Inc. | 株式-その他 | 1.76% | — | +0.81% | |
| 9 | PGR | Progressive CORP | 株式-金融 | 1.74% | -0.24% | -0.31% | |
| 10 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.61% | — | -2.94% | |
| 11 | ✓ | Visa Inc. | 株式-その他 | 1.57% | — | -0.39% | |
| 12 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.55% | -0.08% | -6.61% | |
| 13 | PYPL | Paypal Holdings INC | 株式-金融 | 1.52% | -0.07% | +12.38% | |
| 14 | RTN1USD | Raytheon Company | 株式-その他 | 1.49% | — | +1.94% | |
| 15 | ✓ | AT & T, Inc. New | 株式-その他 | 1.43% | — | -2.49% | |
| 16 | PHM | Pultegroup INC | 株式-一般消費財 | 1.42% | — | -3.02% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.40% | -0.18% | +3.68% | |
| 18 | DAL | Delta Air Lines INC | 株式-資本財 | 1.34% | — | -0.67% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 1.31% | — | -1.21% | |
| 20 | TXN | Texas Instruments INC | 株式-IT | 1.30% | — | -0.07% | |
| 21 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.28% | — | +9.43% | |
| 22 | KEY | Keycorp | 株式-金融 | 1.27% | — | +2.66% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.22% | -0.27% | -0.18% | |
| 24 | ADBE | Adobe INC | 株式-IT | 1.22% | -0.22% | +2.94% | |
| 25 | TSCO | Tractor Supply Company | 株式-一般消費財 | 1.19% | -0.08% | +0.45% | |
| 26 | MMM | 3m Co | 株式-資本財 | 1.16% | — | -0.83% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.11% | +0.25% | -1.67% | |
| 28 | BTO | John Hancock Financial Opp | 株式-その他 | 1.11% | — | -3.97% | |
| 29 | IYF | Ishares US Financials ETF | ETF-その他 | 1.11% | -0.06% | -6.73% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.09% | +0.19% | -7.18% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.08% | +0.48% | -5.16% | |
| 32 | CNI | Canadian Natl Railway Co | 株式-資本財 | 1.05% | — | -0.99% | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.01% | — | -2.43% | |
| 34 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.92% | — | +6.27% | |
| 35 | ✓ | NextEra Energy, Inc. | 株式-その他 | 0.90% | — | -5.18% | |
| 36 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.88% | — | -2.23% | |
| 37 | ✓ | Merck & Co., Inc. | 株式-その他 | 0.88% | — | -5.77% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.87% | +0.17% | -5.61% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.83% | -0.13% | -5.35% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.83% | +0.09% | -10.02% | |
| 41 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.82% | — | -1.20% | |
| 42 | COP | Conocophillips | 株式-エネルギー | 0.80% | +0.39% | +9.75% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.79% | -0.20% | +15.73% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.79% | — | +2.55% | |
| 45 | C | Citigroup INC | 株式-金融 | 0.77% | — | +17.13% | |
| 46 | INTU | Intuit INC | 株式-IT | 0.76% | -0.07% | +9.04% | |
| 47 | NOK | Nokia Corp-spon Adr | 株式-IT | 0.75% | — | -0.51% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.68% | +0.08% | -0.36% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.65% | — | -9.74% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | — | -0.66% |
| # | 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 | +0.5% | -2.56% | 減少 |
| 2 | PYPL | Paypal Holdings INC | +0.3% | +12.38% | 増加 |
| 3 | TSCO | Tractor Supply Company | +0.2% | +0.45% | 増加 |
| 4 | UNH | Unitedhealth Group INC | +0.2% | +15.73% | 増加 |
| 5 | COP | Conocophillips | +0.2% | +9.75% | 増加 |
| 6 | ADBE | Adobe INC | +0.2% | +2.94% | 増加 |
| 7 | INTU | Intuit INC | +0.2% | +9.04% | 増加 |
| 8 | EW | Edwards Lifesciences CORP | +0.2% | +9.43% | 増加 |
| 9 | MSFT | Microsoft CORP | +0.2% | -1.04% | 減少 |
| 10 | ✓ | Visa Inc. | +0.2% | -0.39% | 減少 |
| 11 | NKE | Nike INC -cl B | +0.1% | -2.23% | 減少 |
| 12 | NGVT | Ingevity CORP | +0.1% | -4.55% | 減少 |
| 13 | C | Citigroup INC | +0.1% | +17.13% | 増加 |
| 14 | CNI | Canadian Natl Railway Co | +0.1% | -0.99% | 減少 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.18% | 減少 |
| 16 | EA | Electronic Arts INC | +0.1% | +18.04% | 増加 |
| 17 | LULU | Lululemon Athletica INC | +0.1% | -9.66% | 減少 |
| 18 | TXN | Texas Instruments INC | +0.1% | -0.07% | 減少 |
| 19 | ABT | Abbott Laboratories | +0.1% | +20.75% | 増加 |
| 20 | DXCM | Dexcom INC | +0.1% | +10.84% | 増加 |
| 21 | TJX | Tjx Companies INC | +0.1% | -0.75% | 減少 |
| 22 | INTC | Intel CORP | -0.1% | +1.17% | 増加 |
| 23 | AIG | American International Group | -0.1% | -13.03% | 減少 |
| 24 | IYF | Ishares US Financials ETF | -0.1% | -6.73% | 減少 |
| 25 | IBM | Intl Business Machines CORP | -0.1% | -23.73% | 減少 |
| 26 | KO | Coca-cola Co/the | -0.1% | -10.02% | 減少 |
| 27 | JNJ | Johnson & Johnson | -0.1% | -1.67% | 減少 |
| 28 | PHM | Pultegroup INC | -0.1% | -3.02% | 減少 |
| 29 | BTO | John Hancock Financial Opp | -0.1% | -3.97% | 減少 |
| 30 | KMB | Kimberly-clark CORP | -0.1% | -19.41% | 減少 |
| 31 | RHHBY | Roche Holdings Ltd-spons Adr | -0.1% | -17.48% | 減少 |
| 32 | MO | Altria Group INC | -0.1% | -9.45% | 減少 |
| 33 | NVS | Novartis Ag-sponsored Adr | -0.1% | -9.41% | 減少 |
| 34 | CELG | Celgene CORP | -0.1% | -8.97% | 減少 |
| 35 | STZ | Constellation Brands Inc-a | -0.1% | -2.94% | 減少 |
| 36 | BAC | Bank Of America CORP | -0.1% | -9.74% | 減少 |
| 37 | UNM | Unum Group | -0.1% | -0.65% | 減少 |
| 38 | MMM | 3m Co | -0.1% | -0.83% | 減少 |
| 39 | RTN1USD | Raytheon Company | -0.1% | +1.94% | 増加 |
| 40 | DAL | Delta Air Lines INC | -0.2% | -0.67% | 減少 |
| 41 | BMY | Bristol-myers Squibb Co | -0.2% | -2.43% | 減少 |
| 42 | ✓ | AT & T, Inc. New | -0.2% | -2.49% | 減少 |
| 43 | AOS | Smith (a.o.) CORP | -0.2% | -3.41% | 減少 |
| 44 | WRKUSD | Westrock Co | -1.3% | -3.39% | 減少 |
| 45 | SPLV | Invesco S&p 500 Low Volatili | — | NEW | 新規購入 |
| 46 | ✓ | Powershares S&P 500 Low Vola | — | EXIT | 全売却 |
| 47 | SPHD | Invesco S&p 500 High Dividen | — | NEW | 新規購入 |
| 48 | ✓ | Pwrshr S&p500 Hidiv | — | EXIT | 全売却 |
| 49 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新規購入 |
| 50 | ✓ | Powershares Qqq Trust Ser 1 | — | EXIT | 全売却 |