CIK: 0001050743
申告総資産額
$78.2億
上位200銘柄を表示中(全296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 | 4.34% | +0.47% | -1.31% | |
| 2 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.48% | +0.19% | -0.78% | |
| 3 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.45% | — | +0.11% | |
| 4 | CVX | Chevron CORP | 株式-エネルギー | 2.30% | +0.23% | +0.38% | |
| 5 | PEP | Pepsico INC | 株式-生活必需品 | 2.11% | — | -0.28% | |
| 6 | UNP | Union Pacific CORP | 株式-資本財 | 1.98% | — | -7.51% | |
| 7 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.90% | — | -0.81% | |
| 8 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.80% | -0.07% | -1.53% | |
| 9 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 1.79% | — | +0.20% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.68% | — | -1.57% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.67% | — | -0.92% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.67% | -0.18% | -0.51% | |
| 13 | SLB | Slb LTD | 株式-エネルギー | 1.65% | — | +1.32% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.63% | — | +8.77% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.59% | -0.09% | +0.87% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.49% | -0.36% | +0.53% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.46% | +0.12% | +2.27% | |
| 18 | IBM | Intl Business Machines CORP | 株式-IT | 1.43% | -0.10% | -1.32% | |
| 19 | UTXZ | United Tech CORP | 株式-その他 | 1.41% | — | +0.14% | |
| 20 | BLKCHF | Blackrock INC | 株式-その他 | 1.40% | — | +2.77% | |
| 21 | QCOM | Qualcomm INC | 株式-IT | 1.37% | -0.11% | +1.08% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.31% | — | -0.94% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.28% | — | +3.00% | |
| 24 | INTC | Intel CORP | 株式-IT | 1.26% | — | -0.46% | |
| 25 | PGC | Peapack Gladstone Finl CORP | 株式-その他 | 1.13% | — | -0.28% | |
| 26 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.13% | — | +5.74% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 1.12% | — | +1.21% | |
| 28 | ADP | Automatic Data Processing | 株式-IT | 1.10% | -0.11% | -2.45% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.07% | — | +6.56% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 1.04% | — | +7.92% | |
| 31 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.01% | — | +1.13% | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.94% | — | -0.08% | |
| 33 | MMM | 3m Co | 株式-資本財 | 0.88% | — | -2.13% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.88% | -0.59% | -1.58% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.87% | +0.14% | +0.62% | |
| 36 | AXP | American Express Company | 株式-金融 | 0.84% | — | -5.67% | |
| 37 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.83% | — | -0.27% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.82% | -0.18% | -0.43% | |
| 39 | IP | International Paper Co | 株式-一般消費財 | 0.80% | — | +2.31% | |
| 40 | CAT | Caterpillar INC | 株式-資本財 | 0.79% | +0.11% | -6.89% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.74% | — | +9.81% | |
| 42 | GD | General Dynamics CORP | 株式-資本財 | 0.73% | — | -0.94% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.71% | — | -1.69% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.71% | — | +3.72% | |
| 45 | ✓ | Cbs CORP New | 株式-その他 | 0.71% | — | +2.34% | |
| 46 | APD | Air Products & Chemicals INC | 株式-素材 | 0.70% | — | -2.48% | |
| 47 | DVN | Devon Energy CORP | 株式-エネルギー | 0.68% | — | +15.33% | |
| 48 | WM | Waste Management INC | 株式-資本財 | 0.68% | — | +0.39% | |
| 49 | AXP | American Express Co | 株式-金融 | 0.67% | -0.06% | +11.69% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | — | +1.48% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TJX | Tjx Companies INC | +0.5% | +428.91% | 増加 |
| 2 | JECUSD | Jacobs Engineering Group INC | +0.2% | +768.80% | 増加 |
| 3 | AMGN | Amgen INC | +0.2% | +18.83% | 増加 |
| 4 | DUK | Du Pont E I De Nemour&Co | +0.2% | +0.20% | 増加 |
| 5 | HD | Home Depot INC | +0.1% | +1.21% | 増加 |
| 6 | INTC | Intel CORP | +0.1% | -0.46% | 減少 |
| 7 | BSV | Vanguard Short-term Bond ETF | +0.1% | +8.77% | 増加 |
| 8 | AAPL | Apple INC | +0.1% | +0.53% | 増加 |
| 9 | VZ | Verizon Communications INC | +0.1% | +7.92% | 増加 |
| 10 | VHT | Vanguard Health Care ETF | +0.1% | +16.48% | 増加 |
| 11 | ✓ | +0.1% | +5.29% | 増加 | |
| 12 | PG | Procter & Gamble Co/the | +0.1% | -0.92% | 減少 |
| 13 | PEP | Pepsico INC | +0.1% | -0.28% | 減少 |
| 14 | ✓ | Powershares Qqq Trust Ser 1 | +0.1% | -0.81% | 減少 |
| 15 | EBAY | Ebay INC | +0.1% | +1.46% | 増加 |
| 16 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +9.81% | 増加 |
| 17 | COST | Costco Wholesale CORP | +0.1% | +0.62% | 増加 |
| 18 | MSFT | Microsoft CORP | +0.1% | -1.58% | 減少 |
| 19 | BLKCHF | Blackrock INC | +0.1% | +2.77% | 増加 |
| 20 | BIV | Vanguard Intermediate-term B | +0.1% | +18.78% | 増加 |
| 21 | MRK | Merck & Co. INC. | +0.1% | +2.27% | 増加 |
| 22 | CVS | Cvs Health CORP | +0.1% | +1.13% | 増加 |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | -0.51% | 減少 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.48% | 増加 |
| 25 | GD | General Dynamics CORP | +0.1% | -0.94% | 減少 |
| 26 | LAZ | Lazard, Inc. | +0.1% | +13.42% | 増加 |
| 27 | IVE | Ishares S&p 500 Value ETF | +0.1% | +8.42% | 増加 |
| 28 | CMI | Cummins INC | +0.1% | +60.92% | 増加 |
| 29 | IBB | Ishares Biotechnology ETF | 0% | -0.27% | 減少 |
| 30 | NUE | Nucor CORP | 0% | +5.70% | 増加 |
| 31 | IBM | Intl Business Machines CORP | 0% | -1.32% | 減少 |
| 32 | WM | Waste Management INC | 0% | +0.39% | 増加 |
| 33 | LOW | Lowe's Cos INC | 0% | -1.68% | 減少 |
| 34 | ORCL | Oracle CORP | -0.1% | -0.43% | 減少 |
| 35 | NEE | Nextera Energy INC | -0.1% | -1.42% | 減少 |
| 36 | AVY | Avery Dennison CORP | -0.1% | +2.55% | 増加 |
| 37 | ✓ | -0.1% | -6.22% | 減少 | |
| 38 | QCOM | Qualcomm INC | -0.1% | +1.08% | 増加 |
| 39 | AEP | American Electric Power Company, Inc. | -0.1% | +0.11% | 増加 |
| 40 | ✓ | Cbs CORP New | -0.1% | +2.34% | 増加 |
| 41 | MCD | Mcdonald's CORP | -0.1% | -0.94% | 減少 |
| 42 | MDY | State Street Spdr S&p Midcap | -0.1% | -1.57% | 減少 |
| 43 | CAT | Caterpillar INC | -0.1% | -6.89% | 減少 |
| 44 | UTXZ | United Tech CORP | -0.1% | +0.14% | 増加 |
| 45 | CVX | Chevron CORP | -0.2% | +0.38% | 増加 |
| 46 | PGC | Peapack Gladstone Finl CORP | -0.3% | -0.28% | 減少 |
| 47 | SLB | Slb LTD | -0.3% | +1.32% | 増加 |
| 48 | DHR | Danaher CORP | -0.4% | -46.50% | 減少 |
| 49 | XOM | Exxon Mobil CORP | -0.4% | -1.31% | 減少 |
| 50 | WFRD | Weatherford International plc | — | NEW | 新規購入 |