CIK: 0001050743
申告総資産額
$78.2億
上位200銘柄を表示中(全338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 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.86% | — | +2.56% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.59% | -0.18% | -0.38% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.41% | -0.08% | +2.98% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.40% | +0.47% | -0.14% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.12% | -0.36% | -1.10% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.01% | — | +3.74% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.88% | — | +16.82% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.82% | +0.19% | -0.77% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.82% | -0.09% | +0.55% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 1.75% | +0.23% | +1.47% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 1.72% | — | +0.37% | |
| 12 | BLKCHF | Blackrock INC | 株式-その他 | 1.72% | — | +0.14% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.66% | -0.59% | +12.69% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.63% | — | -3.57% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.44% | — | -0.23% | |
| 16 | UNP | Union Pacific CORP | 株式-資本財 | 1.36% | — | -6.42% | |
| 17 | INTC | Intel CORP | 株式-IT | 1.34% | — | -0.57% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.32% | — | +5.82% | |
| 19 | PGC | Peapack Gladstone Finl CORP | 株式-その他 | 1.22% | — | -1.99% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.22% | -0.32% | +5.20% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 1.18% | — | -4.28% | |
| 22 | UTXZ | United Tech CORP | 株式-その他 | 1.18% | — | +0.32% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.15% | — | -2.12% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.13% | +0.12% | -2.18% | |
| 25 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.11% | — | +1.46% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.11% | -0.07% | +1.62% | |
| 27 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.08% | — | +1.39% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.06% | — | +14.44% | |
| 29 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.04% | — | +6.65% | |
| 30 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.04% | — | -2.21% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.02% | — | +12.21% | |
| 32 | PYPL | Paypal Holdings INC | 株式-金融 | 0.98% | — | -2.62% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.96% | — | +2.72% | |
| 34 | VFC | Vf CORP | 株式-一般消費財 | 0.93% | — | -1.62% | |
| 35 | WM | Waste Management INC | 株式-資本財 | 0.93% | — | +1.27% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.91% | +0.14% | -1.54% | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.88% | — | +0.17% | |
| 38 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.83% | — | +3.09% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.81% | — | -2.22% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.81% | — | +2.76% | |
| 41 | BBTUSD | Bb&t CORP | 株式-その他 | 0.79% | — | +1.22% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.79% | -0.10% | -1.99% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.78% | — | +0.92% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.77% | — | +1.99% | |
| 45 | GD | General Dynamics CORP | 株式-資本財 | 0.76% | — | -0.28% | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.76% | +0.10% | +0.58% | |
| 47 | SYY | Sysco CORP | 株式-生活必需品 | 0.75% | — | +3.33% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.72% | — | -0.38% | |
| 49 | ADP | Automatic Data Processing | 株式-IT | 0.72% | -0.11% | -1.81% | |
| 50 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.71% | — | +3.33% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.3% | +12.69% | 増加 |
| 2 | VGK | Vanguard Ftse Europe ETF | +0.3% | +16.82% | 増加 |
| 3 | ALL | Allstate CORP | +0.2% | +450.05% | 増加 |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | +0.2% | +2.56% | 増加 |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +14.44% | 増加 |
| 6 | INTC | Intel CORP | +0.2% | -0.57% | 減少 |
| 7 | AMZN | Amazon.com INC | +0.2% | +3.04% | 増加 |
| 8 | META | Meta Platforms Inc-class A | +0.1% | +56.64% | 増加 |
| 9 | EEM | Ishares Msci Emerging Market | +0.1% | +43.25% | 増加 |
| 10 | BLKCHF | Blackrock INC | +0.1% | +0.14% | 増加 |
| 11 | CSCO | Cisco Systems INC | +0.1% | +1.99% | 増加 |
| 12 | BA | Boeing Co/the | +0.1% | -4.28% | 減少 |
| 13 | VO | Vanguard Mid-cap ETF | +0.1% | +5.82% | 増加 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -0.38% | 減少 |
| 15 | V | Visa Inc-class A Shares | +0.1% | +22.38% | 増加 |
| 16 | TJX | Tjx Companies INC | +0.1% | +3.33% | 増加 |
| 17 | BIV | Vanguard Intermediate-term B | +0.1% | +15.88% | 増加 |
| 18 | VB | Vanguard Small-cap ETF | +0.1% | +3.74% | 増加 |
| 19 | STZ | Constellation Brands Inc-a | +0.1% | +76.60% | 増加 |
| 20 | DE | Deere & Co | +0.1% | +169.80% | 増加 |
| 21 | PFF | Ishares Preferred & Income S | +0.1% | +32.43% | 増加 |
| 22 | VHT | Vanguard Health Care ETF | +0.1% | +6.65% | 増加 |
| 23 | GD | General Dynamics CORP | +0.1% | -0.28% | 減少 |
| 24 | MRK | Merck & Co. INC. | -0.1% | -2.18% | 減少 |
| 25 | DIS | Walt Disney Co/the | -0.1% | +1.62% | 増加 |
| 26 | D | Dominion Energy INC | -0.1% | -2.76% | 減少 |
| 27 | MMM | 3m Co | -0.1% | +0.17% | 増加 |
| 28 | UNP | Union Pacific CORP | -0.1% | -6.42% | 減少 |
| 29 | VZ | Verizon Communications INC | -0.1% | -0.38% | 減少 |
| 30 | MDY | State Street Spdr S&p Midcap | -0.1% | -3.57% | 減少 |
| 31 | AVY | Avery Dennison CORP | -0.1% | -3.39% | 減少 |
| 32 | MCD | Mcdonald's CORP | -0.1% | +2.72% | 増加 |
| 33 | HD | Home Depot INC | -0.1% | -0.23% | 減少 |
| 34 | PGC | Peapack Gladstone Finl CORP | -0.1% | -1.99% | 減少 |
| 35 | XLE | Ss Energy Select Sector | -0.1% | -15.36% | 減少 |
| 36 | SO | Southern Co/the | -0.1% | -49.33% | 減少 |
| 37 | DD | DuPont de Nemours, Inc. | -0.1% | +1.46% | 増加 |
| 38 | SBUX | Starbucks CORP | -0.1% | -15.48% | 減少 |
| 39 | QCOM | Qualcomm INC | -0.1% | -2.64% | 減少 |
| 40 | WFC | Wells Fargo & Co | -0.1% | -25.43% | 減少 |
| 41 | CVX | Chevron CORP | -0.1% | +1.47% | 増加 |
| 42 | GIS | General Mills INC | -0.1% | -1.48% | 減少 |
| 43 | PEP | Pepsico INC | -0.2% | +0.37% | 増加 |
| 44 | JNJ | Johnson & Johnson | -0.2% | -0.77% | 減少 |
| 45 | CVS | Cvs Health CORP | -0.2% | -12.33% | 減少 |
| 46 | MET | Metlife INC | -0.2% | -59.63% | 減少 |
| 47 | AON | Aon plc | -0.2% | -41.48% | 減少 |
| 48 | AEP | American Electric Power Company, Inc. | -0.2% | -11.70% | 減少 |
| 49 | XOM | Exxon Mobil CORP | -0.3% | -0.14% | 減少 |
| 50 | CCI | Crown Castle INC | — | NEW | 新規購入 |