CIK: 0001050743
申告総資産額
$78.2億
上位200銘柄を表示中(全329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 | 3.12% | +0.47% | +0.17% | |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.58% | — | +1.54% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.35% | -0.18% | -4.96% | |
| 4 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.25% | — | -1.59% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.09% | +0.19% | -1.90% | |
| 6 | PEP | Pepsico INC | 株式-生活必需品 | 2.03% | — | -0.05% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.03% | -0.36% | +0.17% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.84% | — | +1.54% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.84% | +0.23% | +8.47% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.81% | -0.09% | +3.79% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.75% | — | +4.84% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.66% | -0.07% | +0.75% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.64% | — | +13.32% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.50% | +0.12% | -0.70% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.48% | -0.08% | -4.98% | |
| 16 | BLKCHF | Blackrock INC | 株式-その他 | 1.37% | — | +1.97% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.33% | — | -5.26% | |
| 18 | UNP | Union Pacific CORP | 株式-資本財 | 1.33% | — | -3.21% | |
| 19 | UTXZ | United Tech CORP | 株式-その他 | 1.28% | — | +0.18% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.24% | — | +2.04% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.23% | -0.59% | +1.74% | |
| 22 | PGC | Peapack Gladstone Finl CORP | 株式-その他 | 1.23% | — | -1.74% | |
| 23 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.14% | — | +2.62% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.07% | -0.32% | +8.32% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.07% | — | -0.20% | |
| 26 | SLB | Slb LTD | 株式-エネルギー | 1.04% | — | +0.56% | |
| 27 | INTC | Intel CORP | 株式-IT | 1.03% | — | +1.08% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.03% | +0.14% | +0.45% | |
| 29 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 1.00% | — | -1.57% | |
| 30 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.99% | — | -1.45% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.98% | — | +2.38% | |
| 32 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.98% | — | +0.76% | |
| 33 | ADP | Automatic Data Processing | 株式-IT | 0.97% | -0.11% | -5.05% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.92% | — | -2.32% | |
| 35 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.91% | — | +1.74% | |
| 36 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.91% | — | +10.80% | |
| 37 | WM | Waste Management INC | 株式-資本財 | 0.88% | — | +0.84% | |
| 38 | MMM | 3m Co | 株式-資本財 | 0.88% | — | -5.76% | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.87% | -0.10% | -2.67% | |
| 40 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.85% | — | +3.52% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.83% | — | +4.56% | |
| 42 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.82% | — | +41.25% | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.78% | -0.11% | +4.36% | |
| 44 | GD | General Dynamics CORP | 株式-資本財 | 0.78% | — | +0.32% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.77% | — | +3.30% | |
| 46 | VFC | Vf CORP | 株式-一般消費財 | 0.76% | — | +56.83% | |
| 47 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.76% | -0.05% | -1.40% | |
| 48 | BBTUSD | Bb&t CORP | 株式-その他 | 0.74% | — | +4.77% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.74% | — | -2.63% | |
| 50 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.72% | — | +0.69% |
| # | 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 | +0.3% | +0.17% | 増加 |
| 2 | ✓ | Laboratory CORP Amer Hldgs | +0.3% | +41.25% | 増加 |
| 3 | VFC | Vf CORP | +0.3% | +56.83% | 増加 |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | +0.2% | +1.54% | 増加 |
| 5 | BSV | Vanguard Short-term Bond ETF | +0.1% | +13.32% | 増加 |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +20.05% | 増加 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | +8.32% | 増加 |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.1% | +125.77% | 増加 |
| 9 | META | Meta Platforms Inc-class A | +0.1% | +55.80% | 増加 |
| 10 | BA | Boeing Co/the | +0.1% | +3.30% | 増加 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.79% | 増加 |
| 12 | AMZN | Amazon.com INC | +0.1% | +6.60% | 増加 |
| 13 | PM | Philip Morris International | +0.1% | +1.76% | 増加 |
| 14 | ROK | Rockwell Automation INC | +0.1% | +152.27% | 増加 |
| 15 | DIS | Walt Disney Co/the | +0.1% | +0.75% | 増加 |
| 16 | VGK | Vanguard Ftse Europe ETF | +0.1% | +2.62% | 増加 |
| 17 | LOW | Lowe's Cos INC | +0.1% | -1.40% | 減少 |
| 18 | AMGN | Amgen INC | +0.1% | +2.16% | 増加 |
| 19 | VB | Vanguard Small-cap ETF | +0.1% | +4.84% | 増加 |
| 20 | BIV | Vanguard Intermediate-term B | +0.1% | +14.45% | 増加 |
| 21 | CSCO | Cisco Systems INC | +0.1% | +2.78% | 増加 |
| 22 | ORCL | Oracle CORP | +0.1% | -3.56% | 減少 |
| 23 | SCHD | Schwab U.S. Dividend Equity ETF | +0.1% | +15.37% | 増加 |
| 24 | PFE | Pfizer INC | +0.1% | +14.25% | 増加 |
| 25 | DOW | Dow Chem Co | +0.1% | +16.00% | 増加 |
| 26 | PG | Procter & Gamble Co/the | 0% | +2.04% | 増加 |
| 27 | VHT | Vanguard Health Care ETF | 0% | +1.74% | 増加 |
| 28 | AVY | Avery Dennison CORP | 0% | -2.30% | 減少 |
| 29 | PEP | Pepsico INC | 0% | -0.05% | 減少 |
| 30 | MRK | Merck & Co. INC. | 0% | -0.70% | 減少 |
| 31 | MSFT | Microsoft CORP | 0% | +1.74% | 増加 |
| 32 | DUK | Du Pont E I De Nemour&Co | 0% | -1.57% | 減少 |
| 33 | SBUX | Starbucks CORP | 0% | +3.52% | 増加 |
| 34 | GD | General Dynamics CORP | 0% | +0.32% | 増加 |
| 35 | JNJ | Johnson & Johnson | 0% | -1.90% | 減少 |
| 36 | VO | Vanguard Mid-cap ETF | 0% | -0.20% | 減少 |
| 37 | MDY | State Street Spdr S&p Midcap | — | +1.54% | 増加 |
| 38 | COST | Costco Wholesale CORP | — | +0.45% | 増加 |
| 39 | M | Macy's INC | -0.1% | -29.84% | 減少 |
| 40 | IP | International Paper Co | -0.1% | -3.90% | 減少 |
| 41 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | -9.83% | 減少 |
| 42 | ADP | Automatic Data Processing | -0.1% | -5.05% | 減少 |
| 43 | QCOM | Qualcomm INC | -0.1% | +4.36% | 増加 |
| 44 | SLB | Slb LTD | -0.1% | +0.56% | 増加 |
| 45 | ECL | Ecolab INC | -0.2% | -54.41% | 減少 |
| 46 | PGC | Peapack Gladstone Finl CORP | -0.2% | -1.74% | 減少 |
| 47 | CL | Colgate-palmolive Co | -0.2% | -41.78% | 減少 |
| 48 | JPM | Jpmorgan Chase & Co | -0.2% | -4.96% | 減少 |
| 49 | AEP | American Electric Power Company, Inc. | -0.3% | -1.59% | 減少 |
| 50 | XOM | Exxon Mobil CORP | -0.5% | +0.17% | 増加 |