CIK: 0001050743
申告総資産額
$78.2億
上位200銘柄を表示中(全337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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.93% | -0.16% | — | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.54% | +0.47% | -0.95% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.43% | -0.08% | +1.23% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.37% | -0.18% | -0.01% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.23% | -0.36% | -0.90% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.18% | — | +6.14% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 1.92% | +0.23% | +2.91% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.82% | -0.09% | +0.94% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.77% | — | +1.49% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.73% | +0.19% | +4.20% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.73% | -0.59% | +0.14% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.72% | — | +3.56% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.66% | — | +1.24% | |
| 14 | BLKCHF | Blackrock INC | 株式-その他 | 1.57% | — | +3.12% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.55% | — | +2.62% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.35% | -0.32% | +5.57% | |
| 17 | UNP | Union Pacific CORP | 株式-資本財 | 1.32% | — | -4.47% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.31% | — | +1.29% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.29% | — | +33.19% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.26% | +0.12% | +4.02% | |
| 21 | INTC | Intel CORP | 株式-IT | 1.24% | — | +0.55% | |
| 22 | PGC | Peapack Gladstone Finl CORP | 株式-その他 | 1.22% | — | -0.42% | |
| 23 | BA | Boeing Co/the | 株式-資本財 | 1.18% | — | +0.94% | |
| 24 | UTXZ | United Tech CORP | 株式-その他 | 1.16% | — | +2.53% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.13% | -0.07% | +1.55% | |
| 26 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.09% | — | -0.90% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.06% | — | -4.11% | |
| 28 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.06% | — | +3.26% | |
| 29 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.04% | — | -0.38% | |
| 30 | PYPL | Paypal Holdings INC | 株式-金融 | 0.98% | — | -4.91% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.96% | +0.14% | -1.56% | |
| 32 | VFC | Vf CORP | 株式-一般消費財 | 0.95% | — | -3.50% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.95% | — | +1.71% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.94% | — | +2.78% | |
| 35 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.91% | — | +2.55% | |
| 36 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.90% | — | +2.78% | |
| 37 | WM | Waste Management INC | 株式-資本財 | 0.87% | — | +0.40% | |
| 38 | SYY | Sysco CORP | 株式-生活必需品 | 0.86% | — | +4.32% | |
| 39 | NEE | Nextera Energy INC | 株式-公益事業 | 0.82% | +0.10% | +9.46% | |
| 40 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.82% | — | +1.83% | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 0.81% | -0.11% | -0.54% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.80% | -0.11% | +5.19% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.76% | — | +0.38% | |
| 44 | BBTUSD | Bb&t CORP | 株式-その他 | 0.75% | — | +1.03% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.75% | — | -0.52% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.74% | — | +0.77% | |
| 47 | MMM | 3m Co | 株式-資本財 | 0.73% | — | -5.00% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.72% | — | +3.39% | |
| 49 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.72% | -0.05% | -1.67% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | -0.44% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +0.3% | +33.19% | 増加 |
| 2 | VB | Vanguard Small-cap ETF | +0.2% | +6.14% | 増加 |
| 3 | CVX | Chevron CORP | +0.2% | +2.91% | 増加 |
| 4 | XOM | Exxon Mobil CORP | +0.1% | -0.95% | 減少 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.57% | 増加 |
| 6 | MRK | Merck & Co. INC. | +0.1% | +4.02% | 増加 |
| 7 | AMZN | Amazon.com INC | +0.1% | +5.19% | 増加 |
| 8 | CELG | Celgene CORP | +0.1% | +48.10% | 増加 |
| 9 | META | Meta Platforms Inc-class A | +0.1% | +6.45% | 増加 |
| 10 | AAPL | Apple INC | +0.1% | -0.90% | 減少 |
| 11 | HD | Home Depot INC | +0.1% | +2.62% | 増加 |
| 12 | SYY | Sysco CORP | +0.1% | +4.32% | 増加 |
| 13 | TJX | Tjx Companies INC | +0.1% | +1.83% | 増加 |
| 14 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +21.71% | 増加 |
| 15 | MLM | Martin Marietta Materials | +0.1% | +68.04% | 増加 |
| 16 | ADP | Automatic Data Processing | +0.1% | -0.54% | 減少 |
| 17 | ✓ | Laboratory CORP Amer Hldgs | +0.1% | +2.55% | 増加 |
| 18 | V | Visa Inc-class A Shares | +0.1% | +18.47% | 増加 |
| 19 | MSFT | Microsoft CORP | +0.1% | +0.14% | 増加 |
| 20 | ALL | Allstate CORP | +0.1% | +39.19% | 増加 |
| 21 | TXN | Texas Instruments INC | +0.1% | +21.05% | 増加 |
| 22 | COP | Conocophillips | +0.1% | +49.15% | 増加 |
| 23 | NEE | Nextera Energy INC | +0.1% | +9.46% | 増加 |
| 24 | DNKN | Dunkin' Brands Group INC | +0.1% | +66.78% | 増加 |
| 25 | COST | Costco Wholesale CORP | +0.1% | -1.56% | 減少 |
| 26 | FDX | Fedex CORP | +0.1% | +21.21% | 増加 |
| 27 | LLY | Eli Lilly & Co | +0.1% | +10.29% | 増加 |
| 28 | CMA | Comerica INC | +0.1% | +31.78% | 増加 |
| 29 | ADBE | Adobe INC | +0.1% | +13.62% | 増加 |
| 30 | MDY | State Street Spdr S&p Midcap | 0% | +1.24% | 増加 |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +1.23% | 増加 |
| 32 | DIS | Walt Disney Co/the | 0% | +1.55% | 増加 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.94% | 増加 |
| 34 | USB | US Bancorp | -0.1% | -18.28% | 減少 |
| 35 | IBM | Intl Business Machines CORP | -0.1% | -2.63% | 減少 |
| 36 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +2.78% | 増加 |
| 37 | IVZ | Invesco Ltd. | -0.1% | -67.15% | 減少 |
| 38 | BMY | Bristol-myers Squibb Co | -0.1% | +2.78% | 増加 |
| 39 | MMM | 3m Co | -0.2% | -5.00% | 減少 |
| 40 | GD | General Dynamics CORP | -0.2% | -1.71% | 減少 |
| 41 | BLKCHF | Blackrock INC | -0.2% | +3.12% | 増加 |
| 42 | SBUX | Starbucks CORP | -0.2% | -10.81% | 減少 |
| 43 | AEP | American Electric Power Company, Inc. | -0.2% | -40.01% | 減少 |
| 44 | JPM | Jpmorgan Chase & Co | -0.2% | -0.01% | 減少 |
| 45 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新規購入 |
| 46 | ✓ | Powershares Qqq Trust Ser 1 | — | EXIT | 全売却 |
| 47 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新規購入 |
| 48 | SCHD | Schwab U.S. Dividend Equity ETF | — | EXIT | 全売却 |
| 49 | ✓ | — | EXIT | 全売却 | |
| 50 | IPG | Interpublic Group Of Cos INC | — | NEW | 新規購入 |