CIK: 0001050743
申告総資産額
$78.2億
上位200銘柄を表示中(全330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 | 3.66% | +0.47% | -0.17% | |
| 2 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.21% | — | +0.66% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.16% | +0.19% | -1.41% | |
| 4 | CVX | Chevron CORP | 株式-エネルギー | 2.02% | +0.23% | +3.74% | |
| 5 | PEP | Pepsico INC | 株式-生活必需品 | 2.01% | — | +0.03% | |
| 6 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.96% | — | +1.58% | |
| 7 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.94% | -0.07% | +0.86% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.81% | -0.36% | +6.36% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.80% | — | -0.76% | |
| 10 | UNP | Union Pacific CORP | 株式-資本財 | 1.74% | — | -3.62% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.68% | -0.09% | +1.10% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.67% | -0.18% | +0.71% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.66% | — | +1.34% | |
| 14 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 1.63% | — | -0.20% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.51% | — | -0.01% | |
| 16 | SLB | Slb LTD | 株式-エネルギー | 1.48% | — | +8.79% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.46% | — | +3.45% | |
| 18 | UTXZ | United Tech CORP | 株式-その他 | 1.44% | — | -0.02% | |
| 19 | BLKCHF | Blackrock INC | 株式-その他 | 1.43% | — | -0.39% | |
| 20 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.42% | — | +48.18% | |
| 21 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.35% | — | +0.82% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.33% | +0.12% | -0.52% | |
| 23 | PGC | Peapack Gladstone Finl CORP | 株式-その他 | 1.30% | — | +0.36% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 1.28% | — | +0.01% | |
| 25 | QCOM | Qualcomm INC | 株式-IT | 1.23% | -0.11% | -0.30% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.10% | — | -2.58% | |
| 27 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.08% | — | +0.25% | |
| 28 | INTC | Intel CORP | 株式-IT | 1.07% | — | +3.88% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 1.04% | — | +4.44% | |
| 30 | ADP | Automatic Data Processing | 株式-IT | 1.04% | -0.11% | -1.26% | |
| 31 | AXP | American Express Company | 株式-金融 | 1.01% | — | -0.05% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.99% | +0.14% | +0.59% | |
| 33 | MMM | 3m Co | 株式-資本財 | 0.92% | — | -2.68% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.92% | — | -6.21% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.92% | — | -1.10% | |
| 36 | IP | International Paper Co | 株式-一般消費財 | 0.89% | — | +1.38% | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.85% | -0.18% | +0.30% | |
| 38 | IBM | Intl Business Machines CORP | 株式-IT | 0.83% | -0.10% | -4.62% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.81% | — | +4.21% | |
| 40 | ✓ | Cbs CORP New | 株式-その他 | 0.80% | — | +0.65% | |
| 41 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.78% | — | +4.47% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.78% | — | +2.67% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.73% | -0.59% | +1.35% | |
| 44 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.72% | -0.05% | +3.57% | |
| 45 | WM | Waste Management INC | 株式-資本財 | 0.70% | — | -1.19% | |
| 46 | GD | General Dynamics CORP | 株式-資本財 | 0.70% | — | -0.80% | |
| 47 | APD | Air Products & Chemicals INC | 株式-素材 | 0.68% | — | -5.57% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.66% | — | +4.95% | |
| 49 | DVN | Devon Energy CORP | 株式-エネルギー | 0.66% | — | +6.20% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | — | +3.16% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VGK | Vanguard Ftse Europe ETF | +0.5% | +48.18% | 増加 |
| 2 | AAPL | Apple INC | +0.3% | +6.36% | 増加 |
| 3 | DIS | Walt Disney Co/the | +0.2% | +0.86% | 増加 |
| 4 | PGC | Peapack Gladstone Finl CORP | +0.2% | +0.36% | 増加 |
| 5 | FDX | Fedex CORP | +0.2% | +96.90% | 増加 |
| 6 | IBB | Ishares Biotechnology ETF | +0.1% | +0.25% | 増加 |
| 7 | VB | Vanguard Small-cap ETF | +0.1% | +3.45% | 増加 |
| 8 | VHT | Vanguard Health Care ETF | +0.1% | +9.52% | 増加 |
| 9 | SBUX | Starbucks CORP | +0.1% | +16.88% | 増加 |
| 10 | CVS | Cvs Health CORP | +0.1% | +0.82% | 増加 |
| 11 | HD | Home Depot INC | +0.1% | +0.01% | 増加 |
| 12 | VO | Vanguard Mid-cap ETF | +0.1% | +4.21% | 増加 |
| 13 | VZ | Verizon Communications INC | +0.1% | +4.44% | 増加 |
| 14 | SLB | Slb LTD | +0.1% | +8.79% | 増加 |
| 15 | LOW | Lowe's Cos INC | +0.1% | +3.57% | 増加 |
| 16 | ✓ | Cbs CORP New | +0.1% | +0.65% | 増加 |
| 17 | COST | Costco Wholesale CORP | +0.1% | +0.59% | 増加 |
| 18 | AMZN | Amazon.com INC | +0.1% | +0.81% | 増加 |
| 19 | ✓ | Powershares Qqq Trust Ser 1 | 0% | +1.58% | 増加 |
| 20 | MDY | State Street Spdr S&p Midcap | 0% | -0.76% | 減少 |
| 21 | TJX | Tjx Companies INC | 0% | +4.47% | 増加 |
| 22 | ✓ | 0% | +46.31% | 増加 | |
| 23 | CERNCHF | Cerner CORP | 0% | +4.54% | 増加 |
| 24 | VTI | Vanguard Total Stock Mkt ETF | 0% | +177.60% | 増加 |
| 25 | VV | Vanguard Large-cap ETF | 0% | +56.82% | 増加 |
| 26 | IP | International Paper Co | 0% | +1.38% | 増加 |
| 27 | TRV | Travelers Cos Inc/the | 0% | -33.47% | 減少 |
| 28 | D | Dominion Energy INC | 0% | -1.01% | 減少 |
| 29 | AMLPUSD | Alerian Mlp ETF | -0.1% | -6.92% | 減少 |
| 30 | ABBV | Abbvie INC | -0.1% | +3.54% | 増加 |
| 31 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -6.21% | 減少 |
| 32 | IBM | Intl Business Machines CORP | -0.1% | -4.62% | 減少 |
| 33 | JPM | Jpmorgan Chase & Co | -0.1% | +0.71% | 増加 |
| 34 | ✓ | -0.1% | +2.39% | 増加 | |
| 35 | EMR | Emerson Electric Co | -0.1% | -14.02% | 減少 |
| 36 | DUK | Du Pont E I De Nemour&Co | -0.1% | -0.20% | 減少 |
| 37 | CVX | Chevron CORP | -0.1% | +3.74% | 増加 |
| 38 | CAT | Caterpillar INC | -0.1% | -2.33% | 減少 |
| 39 | MSFT | Microsoft CORP | -0.1% | +1.35% | 増加 |
| 40 | NOVEUR | National Oilwell Varco INC | -0.1% | -72.26% | 減少 |
| 41 | AXP | American Express Co | -0.1% | +0.24% | 増加 |
| 42 | QCOM | Qualcomm INC | -0.1% | -0.30% | 減少 |
| 43 | JECUSD | Jacobs Engineering Group INC | -0.1% | -79.57% | 減少 |
| 44 | INTC | Intel CORP | -0.2% | +3.88% | 増加 |
| 45 | JNJ | Johnson & Johnson | -0.2% | -1.41% | 減少 |
| 46 | PG | Procter & Gamble Co/the | -0.2% | -0.01% | 減少 |
| 47 | UNP | Union Pacific CORP | -0.3% | -3.62% | 減少 |
| 48 | XOM | Exxon Mobil CORP | -0.4% | -0.17% | 減少 |
| 49 | MDT | Medtronic plc | — | NEW | 新規購入 |
| 50 | ✓ | — | EXIT | 全売却 |