CIK: 0001281761
申告総資産額
$154.0億
上位200銘柄を表示中（全911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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.37% | +0.24% | +2.12% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.31% | +0.53% | -0.86% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.77% | -0.32% | -1.17% | |
| 4 | SNA | Snap-on INC | 株式-資本財 | 1.71% | +0.10% | -0.25% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.70% | — | +10.69% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.64% | +0.16% | +5.19% | |
| 7 | TMK | Torchmark CORP | 株式-その他 | 1.62% | — | -2.93% | |
| 8 | WFC | Wells Fargo & Co | 株式-金融 | 1.61% | — | +2.39% | |
| 9 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.58% | — | +2.99% | |
| 10 | T | At&t INC | 株式-通信サービス | 1.56% | — | +2.30% | |
| 11 | MMM | 3m Co | 株式-資本財 | 1.56% | — | +1.29% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.45% | — | +5.34% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.34% | — | -2.26% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.34% | +0.17% | +1.11% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 1.31% | -0.17% | +0.70% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.31% | — | -3.74% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.26% | — | -12.42% | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.24% | — | -4.51% | |
| 19 | NEE | Nextera Energy INC | 株式-公益事業 | 1.21% | +0.12% | -0.06% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.14% | +0.13% | -22.12% | |
| 21 | SLB | Slb LTD | 株式-エネルギー | 1.11% | +0.20% | +20.55% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.10% | -0.09% | -0.04% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.09% | +0.18% | +3.03% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.09% | +0.28% | -3.10% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 1.07% | — | +81.30% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.04% | — | +3.52% | |
| 27 | PRU | Prudential Financial INC | 株式-金融 | 1.00% | — | +5.64% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.97% | — | +0.78% | |
| 29 | BLKCHF | Blackrock INC | 株式-その他 | 0.92% | — | +0.49% | |
| 30 | WM | Waste Management INC | 株式-資本財 | 0.89% | — | +0.09% | |
| 31 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.86% | — | -2.10% | |
| 32 | VMC | Vulcan Materials Co | 株式-素材 | 0.83% | — | -3.20% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.80% | — | -2.33% | |
| 34 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.78% | — | -2.06% | |
| 35 | IVZ | Invesco Ltd. | 株式-金融 | 0.78% | — | +2.28% | |
| 36 | RGCGBP | Regal Entertainment Group-a | 株式-その他 | 0.74% | — | +3.37% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.73% | -0.91% | -4.00% | |
| 38 | RTN1USD | Raytheon Company | 株式-その他 | 0.72% | — | -0.92% | |
| 39 | D | Dominion Energy INC | 株式-公益事業 | 0.69% | — | +2.12% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.68% | -0.57% | +1.53% | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 0.66% | — | +1.59% | |
| 42 | JBHT | Hunt (jb) Transprt Svcs INC | 株式-資本財 | 0.65% | — | +99.57% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.65% | -0.16% | -1.13% | |
| 44 | UTXZ | United Tech CORP | 株式-その他 | 0.63% | — | -1.54% | |
| 45 | USB | US Bancorp | 株式-金融 | 0.63% | — | +2.29% | |
| 46 | PNC | Pnc Financial Services Group | 株式-金融 | 0.62% | — | +2.94% | |
| 47 | BBTUSD | Bb&t CORP | 株式-その他 | 0.60% | — | +6.07% | |
| 48 | SO | Southern Co/the | 株式-公益事業 | 0.59% | — | +117.64% | |
| 49 | CB | Chubb Limited | 株式-金融 | 0.59% | — | +1334.73% | |
| 50 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.59% | — | +2.79% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | +0.6% | +1334.73% | 増加 |
| 2 | PFE | Pfizer INC | +0.5% | +81.30% | 増加 |
| 3 | JBHT | Hunt (jb) Transprt Svcs INC | +0.3% | +99.57% | 増加 |
| 4 | SO | Southern Co/the | +0.3% | +117.64% | 増加 |
| 5 | AEP | American Electric Power Company, Inc. | +0.3% | +2.99% | 増加 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.2% | +10.69% | 増加 |
| 7 | SLB | Slb LTD | +0.1% | +20.55% | 増加 |
| 8 | MCD | Mcdonald's CORP | +0.1% | +18.04% | 増加 |
| 9 | BMY | Bristol-myers Squibb Co | +0.1% | +3.52% | 増加 |
| 10 | HFCUSD | Hollyfrontier CORP | +0.1% | +83.94% | 増加 |
| 11 | SNA | Snap-on INC | +0.1% | -0.25% | 減少 |
| 12 | MDT | Medtronic plc | +0.1% | +33.26% | 増加 |
| 13 | MSFT | Microsoft CORP | +0.1% | -4.00% | 減少 |
| 14 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +128.83% | 増加 |
| 15 | LBEUR | L Brands INC | +0.1% | +293.86% | 増加 |
| 16 | IWF | Ishares Russell 1000 Growth | +0.1% | +20.32% | 増加 |
| 17 | WMT | Walmart INC | +0.1% | +45.46% | 増加 |
| 18 | BLKCHF | Blackrock INC | +0.1% | +0.49% | 増加 |
| 19 | CAH | Cardinal Health INC | +0.1% | +2.79% | 増加 |
| 20 | PRU | Prudential Financial INC | +0.1% | +5.64% | 増加 |
| 21 | KMB | Kimberly-clark CORP | +0.1% | -2.10% | 減少 |
| 22 | INTC | Intel CORP | +0.1% | -3.74% | 減少 |
| 23 | CVX | Chevron CORP | +0.1% | -3.10% | 減少 |
| 24 | RTN1USD | Raytheon Company | 0% | -0.92% | 減少 |
| 25 | IJR | Ishares Core S&p Small-cap E | 0% | +5.19% | 増加 |
| 26 | WFC | Wells Fargo & Co | 0% | +2.39% | 増加 |
| 27 | T | At&t INC | 0% | +2.30% | 増加 |
| 28 | MRK | Merck & Co. INC. | 0% | +1.11% | 増加 |
| 29 | IVZ | Invesco Ltd. | 0% | +2.28% | 増加 |
| 30 | MMM | 3m Co | 0% | +1.29% | 増加 |
| 31 | EFA | Ishares Msci Eafe ETF | 0% | +5.34% | 増加 |
| 32 | JPM | Jpmorgan Chase & Co | 0% | -1.17% | 減少 |
| 33 | VZ | Verizon Communications INC | 0% | +0.70% | 増加 |
| 34 | NEE | Nextera Energy INC | — | -0.06% | 減少 |
| 35 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.12% | 増加 |
| 36 | XOM | Exxon Mobil CORP | -0.1% | -0.86% | 減少 |
| 37 | ✓ | Credit Suisse Nassau Brh Etn L | -0.1% | -59.25% | 減少 |
| 38 | CTXSEUR | Citrix Systems INC | -0.1% | -31.85% | 減少 |
| 39 | LYB | LyondellBasell Industries N.V. | -0.1% | -15.39% | 減少 |
| 40 | CYH | Community Health Systems INC | -0.2% | -83.39% | 減少 |
| 41 | JWNUSD | Nordstrom INC | -0.3% | -72.15% | 減少 |
| 42 | JNJ | Johnson & Johnson | -0.3% | -22.12% | 減少 |
| 43 | WMB | Williams Cos INC | -0.3% | -70.62% | 減少 |
| 44 | CME | Cme Group INC | -0.3% | -53.65% | 減少 |
| 45 | F | Ford Motor Co | -0.4% | -54.32% | 減少 |
| 46 | KHC | Kraft Heinz Co/the | — | NEW | 新規購入 |
| 47 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 48 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 49 | GOOG | Alphabet A | — | EXIT | 全売却 |
| 50 | ✓ | Google INC Class C | — | EXIT | 全売却 |