CIK: 0001050743
申告総資産額
$78.2億
上位200銘柄を表示中（全357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 | AAPL | Apple INC | 株式-IT | 3.58% | -0.36% | -0.96% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.08% | -0.16% | -1.04% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.64% | -0.08% | +4.16% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.44% | -0.18% | -2.34% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.15% | +0.19% | -1.96% | |
| 6 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.04% | +0.12% | -1.21% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.97% | — | -0.14% | |
| 8 | UNP | Union Pacific CORP | 株式-資本財 | 1.96% | — | -0.78% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.95% | -0.59% | -4.52% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.94% | — | -0.76% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.60% | +0.47% | -18.48% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.59% | -0.32% | -0.63% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.50% | -0.09% | -3.12% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.48% | — | -1.75% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.46% | +0.23% | +2.20% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.44% | -0.07% | -1.10% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.41% | — | -0.14% | |
| 18 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.32% | — | +20.62% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.30% | — | -0.81% | |
| 20 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.27% | — | -7.34% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.27% | — | +2.69% | |
| 22 | BLKCHF | Blackrock INC | 株式-その他 | 1.23% | — | -0.57% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.21% | — | -1.14% | |
| 24 | UTXZ | United Tech CORP | 株式-その他 | 1.21% | — | +0.72% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.20% | — | +12.30% | |
| 26 | INTC | Intel CORP | 株式-IT | 1.11% | — | -1.74% | |
| 27 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.10% | — | -0.31% | |
| 28 | PGC | Peapack Gladstone Finl CORP | 株式-その他 | 1.10% | — | -1.15% | |
| 29 | PYPL | Paypal Holdings INC | 株式-金融 | 1.07% | — | +0.57% | |
| 30 | ADP | Automatic Data Processing | 株式-IT | 1.03% | -0.11% | -0.98% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.00% | -0.17% | +0.06% | |
| 32 | PNC | Pnc Financial Services Group | 株式-金融 | 0.99% | — | +0.11% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.97% | +0.14% | -1.57% | |
| 34 | MMM | 3m Co | 株式-資本財 | 0.93% | — | -0.33% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.92% | — | -0.52% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.90% | — | -0.41% | |
| 37 | NEE | Nextera Energy INC | 株式-公益事業 | 0.88% | +0.10% | -0.84% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.87% | — | +22.66% | |
| 39 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.87% | — | -1.02% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.86% | — | +4.31% | |
| 41 | VFC | Vf CORP | 株式-一般消費財 | 0.84% | — | -1.23% | |
| 42 | WM | Waste Management INC | 株式-資本財 | 0.80% | — | -2.68% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | -0.11% | -0.58% | |
| 44 | SYY | Sysco CORP | 株式-生活必需品 | 0.72% | — | -1.49% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.70% | — | -1.04% | |
| 46 | TFC | Truist Financial CORP | 株式-金融 | 0.69% | — | — | |
| 47 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.67% | — | -3.80% | |
| 48 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.67% | — | +0.03% | |
| 49 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.66% | -0.05% | -0.16% | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.65% | — | -13.78% |
| # | 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 | +0.6% | -0.96% | 減少 |
| 2 | BMY | Bristol-myers Squibb Co | +0.4% | +20.62% | 増加 |
| 3 | XLE | Ss Energy Select Sector | +0.3% | +752.34% | 増加 |
| 4 | JPM | Jpmorgan Chase & Co | +0.2% | -2.34% | 減少 |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +12.30% | 増加 |
| 6 | VOO | Vanguard S&p 500 ETF | +0.1% | +4.16% | 増加 |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -1.04% | 減少 |
| 8 | SPG | Simon Property Group INC | +0.1% | +406.69% | 増加 |
| 9 | CSCO | Cisco Systems INC | +0.1% | +22.66% | 増加 |
| 10 | AMGN | Amgen INC | +0.1% | -1.87% | 減少 |
| 11 | JNJ | Johnson & Johnson | +0.1% | -1.96% | 減少 |
| 12 | UNP | Union Pacific CORP | +0.1% | -0.78% | 減少 |
| 13 | INTC | Intel CORP | +0.1% | -1.74% | 減少 |
| 14 | VHT | Vanguard Health Care ETF | +0.1% | -0.31% | 減少 |
| 15 | CFG | Citizens Financial Group | +0.1% | +43.91% | 増加 |
| 16 | BLKCHF | Blackrock INC | +0.1% | -0.57% | 減少 |
| 17 | PNC | Pnc Financial Services Group | +0.1% | +0.11% | 増加 |
| 18 | BAC | Bank Of America CORP | +0.1% | +3.27% | 増加 |
| 19 | BKNG | Booking Holdings INC | +0.1% | +37.40% | 増加 |
| 20 | CVS | Cvs Health CORP | +0.1% | +0.80% | 増加 |
| 21 | APD | Air Products & Chemicals INC | +0.1% | +9.92% | 増加 |
| 22 | DIS | Walt Disney Co/the | 0% | -1.10% | 減少 |
| 23 | UTXZ | United Tech CORP | 0% | +0.72% | 増加 |
| 24 | ABBV | Abbvie INC | 0% | -1.28% | 減少 |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | -0.63% | 減少 |
| 26 | VO | Vanguard Mid-cap ETF | 0% | +2.69% | 増加 |
| 27 | GOOG | Alphabet Inc-cl C | 0% | +0.06% | 増加 |
| 28 | VFC | Vf CORP | 0% | -1.23% | 減少 |
| 29 | MSFT | Microsoft CORP | 0% | -4.52% | 減少 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.14% | 減少 |
| 31 | PGC | Peapack Gladstone Finl CORP | 0% | -1.15% | 減少 |
| 32 | VB | Vanguard Small-cap ETF | 0% | -0.14% | 減少 |
| 33 | TJX | Tjx Companies INC | 0% | -1.02% | 減少 |
| 34 | MRK | Merck & Co. INC. | 0% | -1.21% | 減少 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.12% | 減少 |
| 36 | MDY | State Street Spdr S&p Midcap | 0% | -0.81% | 減少 |
| 37 | DNKN | Dunkin' Brands Group INC | -0.1% | -76.23% | 減少 |
| 38 | EEM | Ishares Msci Emerging Market | -0.1% | -49.98% | 減少 |
| 39 | STZ | Constellation Brands Inc-a | -0.1% | -44.57% | 減少 |
| 40 | ECL | Ecolab INC | -0.1% | -33.44% | 減少 |
| 41 | MCD | Mcdonald's CORP | -0.2% | -0.41% | 減少 |
| 42 | HD | Home Depot INC | -0.2% | -1.14% | 減少 |
| 43 | DG | Dollar General CORP | -0.2% | -30.95% | 減少 |
| 44 | BA | Boeing Co/the | -0.3% | -13.78% | 減少 |
| 45 | XOM | Exxon Mobil CORP | -0.5% | -18.48% | 減少 |
| 46 | TFC | Truist Financial CORP | — | NEW | 新規購入 |
| 47 | BBTUSD | Bb&t CORP | — | EXIT | 全売却 |
| 48 | CELG | Celgene CORP | — | EXIT | 全売却 |
| 49 | 0VVB | Paramount Global-class B | — | NEW | 新規購入 |
| 50 | ✓ | Cbs CORP New | — | EXIT | 全売却 |