CIK: 0001050743
申告総資産額
$78.2億
上位200銘柄を表示中（全279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 | XOM | Exxon Mobil CORP | 株式-エネルギー | 5.00% | +0.47% | -1.79% | |
| 2 | CVX | Chevron CORP | 株式-エネルギー | 2.77% | +0.23% | -0.88% | |
| 3 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.75% | — | -1.33% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.60% | +0.19% | -3.56% | |
| 5 | IBM | Intl Business Machines CORP | 株式-IT | 2.35% | -0.10% | -1.93% | |
| 6 | PEP | Pepsico INC | 株式-生活必需品 | 2.29% | — | -0.73% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.96% | — | -0.86% | |
| 8 | UNP | Union Pacific CORP | 株式-資本財 | 1.94% | — | -2.67% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.79% | — | +16.12% | |
| 10 | UTXZ | United Tech CORP | 株式-その他 | 1.75% | — | -0.17% | |
| 11 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 1.72% | — | +0.95% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.68% | -0.18% | -2.68% | |
| 13 | SLB | Slb LTD | 株式-エネルギー | 1.66% | — | +0.17% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.60% | -0.09% | -1.04% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.54% | -0.07% | -0.88% | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.48% | — | +7.73% | |
| 17 | PGC | Peapack Gladstone Finl CORP | 株式-その他 | 1.46% | — | -0.08% | |
| 18 | QCOM | Qualcomm INC | 株式-IT | 1.43% | -0.11% | +2.94% | |
| 19 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.40% | — | -0.89% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.35% | +0.12% | -1.70% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.32% | — | +1.85% | |
| 22 | BLKCHF | Blackrock INC | 株式-その他 | 1.29% | — | +0.55% | |
| 23 | ADP | Automatic Data Processing | 株式-IT | 1.20% | -0.11% | -1.32% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.19% | — | +21.65% | |
| 25 | AAPL | Apple INC | 株式-IT | 1.15% | -0.36% | +6.37% | |
| 26 | MMM | 3m Co | 株式-資本財 | 1.12% | — | -7.81% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.11% | — | +19.47% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.05% | — | -2.23% | |
| 29 | T | At&t INC | 株式-通信サービス | 1.05% | — | -3.32% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.98% | +0.14% | -2.14% | |
| 31 | APD | Air Products & Chemicals INC | 株式-素材 | 0.97% | — | -4.63% | |
| 32 | IP | International Paper Co | 株式-一般消費財 | 0.95% | — | -0.62% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.94% | — | +1.23% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.90% | — | -2.83% | |
| 35 | AXP | American Express Company | 株式-金融 | 0.89% | — | -3.66% | |
| 36 | TGT | Target CORP | 株式-一般消費財 | 0.85% | — | +7.38% | |
| 37 | DHR | Danaher CORP | 株式-ヘルスケア | 0.83% | — | -0.55% | |
| 38 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.81% | — | +5.71% | |
| 39 | ✓ | Cbs CORP New | 株式-その他 | 0.80% | — | +1.91% | |
| 40 | ✓ | 株式-その他 | 0.80% | — | +12.92% | ||
| 41 | ORCL | Oracle CORP | 株式-IT | 0.79% | -0.18% | -2.15% | |
| 42 | CAT | Caterpillar INC | 株式-資本財 | 0.73% | +0.11% | +2.23% | |
| 43 | WM | Waste Management INC | 株式-資本財 | 0.71% | — | -6.92% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.71% | -0.59% | -5.41% | |
| 45 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.69% | — | +8.92% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.67% | — | -5.77% | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.67% | — | -1.23% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | — | |
| 49 | GD | General Dynamics CORP | 株式-資本財 | 0.64% | — | — | |
| 50 | D | Dominion Energy INC | 株式-公益事業 | 0.62% | — | -1.01% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MDY | State Street Spdr S&p Midcap | +0.3% | +16.12% | 増加 |
| 2 | SLB | Slb LTD | +0.3% | +0.17% | 増加 |
| 3 | VB | Vanguard Small-cap ETF | +0.3% | +21.65% | 増加 |
| 4 | AAPL | Apple INC | +0.2% | +6.37% | 増加 |
| 5 | AVY | Avery Dennison CORP | +0.2% | +469.23% | 増加 |
| 6 | UTXZ | United Tech CORP | +0.2% | -0.17% | 減少 |
| 7 | DVN | Devon Energy CORP | +0.2% | +54.03% | 増加 |
| 8 | AMLPUSD | Alerian Mlp ETF | +0.2% | +94.21% | 増加 |
| 9 | BSV | Vanguard Short-term Bond ETF | +0.2% | +19.47% | 増加 |
| 10 | IBB | Ishares Biotechnology ETF | +0.1% | +8.92% | 増加 |
| 11 | DUK | Du Pont E I De Nemour&Co | +0.1% | +0.95% | 増加 |
| 12 | CLX | Clorox Company | +0.1% | +94.01% | 増加 |
| 13 | F | Ford Motor Co | +0.1% | +207.64% | 増加 |
| 14 | QCOM | Qualcomm INC | +0.1% | +2.94% | 増加 |
| 15 | ✓ | +0.1% | +12.92% | 増加 | |
| 16 | EMR | Emerson Electric Co | +0.1% | +19.65% | 増加 |
| 17 | AIVI | Wisdomtree International Ai | +0.1% | +122.48% | 増加 |
| 18 | AMGN | Amgen INC | +0.1% | +37.39% | 増加 |
| 19 | GIS | General Mills INC | +0.1% | +41.55% | 増加 |
| 20 | MS | Morgan Stanley | +0.1% | +116.52% | 増加 |
| 21 | AON | Aon plc | +0.1% | +9.03% | 増加 |
| 22 | NOVEUR | National Oilwell Varco INC | +0.1% | +24.54% | 増加 |
| 23 | FRCB | First Republic Bank/ca | +0.1% | +91.25% | 増加 |
| 24 | ✓ | Powershares Qqq Trust Ser 1 | +0.1% | -0.89% | 減少 |
| 25 | ✓ | Cbs CORP New | +0.1% | +1.91% | 増加 |
| 26 | DDD | 3d Systems CORP | +0.1% | +80.07% | 増加 |
| 27 | AXP | American Express Co | +0.1% | +76.30% | 増加 |
| 28 | APD | Air Products & Chemicals INC | +0.1% | -4.63% | 減少 |
| 29 | LOW | Lowe's Cos INC | +0.1% | -1.50% | 減少 |
| 30 | DHR | Danaher CORP | 0% | -0.55% | 減少 |
| 31 | PGC | Peapack Gladstone Finl CORP | 0% | -0.08% | 減少 |
| 32 | BLKCHF | Blackrock INC | 0% | +0.55% | 増加 |
| 33 | ✓ | -0.1% | -22.92% | 減少 | |
| 34 | MSFT | Microsoft CORP | -0.1% | -5.41% | 減少 |
| 35 | SYY | Sysco CORP | -0.1% | -13.42% | 減少 |
| 36 | VZ | Verizon Communications INC | -0.1% | -5.77% | 減少 |
| 37 | T | At&t INC | -0.1% | -3.32% | 減少 |
| 38 | ITW | Illinois Tool Works | -0.1% | -33.70% | 減少 |
| 39 | JPM | Jpmorgan Chase & Co | -0.2% | -2.68% | 減少 |
| 40 | PEP | Pepsico INC | -0.2% | -0.73% | 減少 |
| 41 | JNJ | Johnson & Johnson | -0.2% | -3.56% | 減少 |
| 42 | ABT | Abbott Laboratories | -0.2% | -19.75% | 減少 |
| 43 | TMO | Thermo Fisher Scientific INC | -0.2% | -62.96% | 減少 |
| 44 | IBM | Intl Business Machines CORP | -0.2% | -1.93% | 減少 |
| 45 | XOM | Exxon Mobil CORP | -0.6% | -1.79% | 減少 |
| 46 | FIS | Fidelity National Info Serv | -1.1% | -91.72% | 減少 |
| 47 | ✓ | Lender Processing Svcs INC Com | — | NEW | 新規購入 |
| 48 | RMD | Resmed INC | — | NEW | 新規購入 |
| 49 | R | Ryder System INC | — | NEW | 新規購入 |
| 50 | CMCSA | Comcast Corporation | — | EXIT | 全売却 |