CIK: 0001281761
申告総資産額
$154.0億
上位200銘柄を表示中（全1956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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.37% | — | +11.19% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.12% | +0.24% | +11.22% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.73% | +0.16% | +12.09% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.09% | -0.91% | +0.48% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.94% | -0.32% | -1.72% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.92% | — | +5.04% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.78% | +0.18% | -4.42% | |
| 8 | TMK | Torchmark CORP | 株式-その他 | 1.71% | — | -0.56% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.69% | +0.53% | -2.11% | |
| 10 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.67% | +0.17% | -6.18% | |
| 11 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.51% | — | -2.58% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 1.47% | +0.28% | -1.92% | |
| 13 | PFE | Pfizer INC | 株式-ヘルスケア | 1.39% | — | -14.67% | |
| 14 | SNA | Snap-on INC | 株式-資本財 | 1.33% | +0.10% | +0.10% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 1.32% | -0.17% | -1.01% | |
| 16 | NEE | Nextera Energy INC | 株式-公益事業 | 1.31% | +0.12% | -3.28% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.23% | +0.86% | +2.78% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.22% | — | +9.29% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.21% | +0.18% | -1.53% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.19% | — | +8.96% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.18% | — | -1.61% | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.09% | -0.57% | -7.47% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.09% | -0.09% | -5.91% | |
| 24 | T | At&t INC | 株式-通信サービス | 1.05% | — | -11.17% | |
| 25 | CB | Chubb Limited | 株式-金融 | 0.99% | — | -0.57% | |
| 26 | BAC | Bank Of America CORP | 株式-金融 | 0.95% | — | -2.34% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.95% | — | -0.36% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.95% | -0.13% | +1.16% | |
| 29 | JBHT | Hunt (jb) Transprt Svcs INC | 株式-資本財 | 0.94% | — | -44.82% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.93% | -0.15% | +16.92% | |
| 31 | WM | Waste Management INC | 株式-資本財 | 0.90% | — | -3.50% | |
| 32 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.86% | — | +14.32% | |
| 33 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.85% | — | +6.86% | |
| 34 | BLKCHF | Blackrock INC | 株式-その他 | 0.83% | — | +2.00% | |
| 35 | ETN | Eaton Corporation plc | 株式-資本財 | 0.77% | -0.19% | -1.10% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | +0.13% | -0.46% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.75% | — | -4.11% | |
| 38 | PRU | Prudential Financial INC | 株式-金融 | 0.75% | — | -3.13% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.75% | — | -6.24% | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.74% | — | -33.85% | |
| 41 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.73% | -0.10% | -4.13% | |
| 42 | D | Dominion Energy INC | 株式-公益事業 | 0.70% | — | -1.05% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.69% | — | -3.78% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | -0.06% | -4.36% | |
| 45 | INTC | Intel CORP | 株式-IT | 0.66% | — | -7.43% | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.63% | -0.08% | -1.96% | |
| 47 | BBTUSD | Bb&t CORP | 株式-その他 | 0.63% | — | +0.34% | |
| 48 | VMC | Vulcan Materials Co | 株式-素材 | 0.63% | — | -1.37% | |
| 49 | USB | US Bancorp | 株式-金融 | 0.61% | — | -0.91% | |
| 50 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.61% | — | -0.32% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CMCSA | Comcast Corp-class A | +0.5% | +399.50% | 増加 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.4% | +11.19% | 増加 |
| 3 | PG | Procter & Gamble Co/the | +0.4% | +9.29% | 増加 |
| 4 | GILD | Gilead Sciences INC | +0.3% | +429.59% | 増加 |
| 5 | MKC | Mccormick & Co-non Vtg Shrs | +0.3% | +14.32% | 増加 |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +11.22% | 増加 |
| 7 | V | Visa Inc-class A Shares | +0.2% | +46.37% | 増加 |
| 8 | WEC | Wec Energy Group INC | +0.2% | +453.03% | 増加 |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.1% | +12.09% | 増加 |
| 10 | EFA | Ishares Msci Eafe ETF | +0.1% | +5.04% | 増加 |
| 11 | MSFT | Microsoft CORP | +0.1% | +0.48% | 増加 |
| 12 | CVX | Chevron CORP | 0% | -1.92% | 減少 |
| 13 | IWF | Ishares Russell 1000 Growth | 0% | +1.16% | 増加 |
| 14 | TMK | Torchmark CORP | 0% | -0.56% | 減少 |
| 15 | CSCO | Cisco Systems INC | 0% | -6.24% | 減少 |
| 16 | BLKCHF | Blackrock INC | 0% | +2.00% | 増加 |
| 17 | JPM | Jpmorgan Chase & Co | 0% | -1.72% | 減少 |
| 18 | PFE | Pfizer INC | 0% | -14.67% | 減少 |
| 19 | HD | Home Depot INC | 0% | -0.36% | 減少 |
| 20 | LYB | LyondellBasell Industries N.V. | 0% | -0.32% | 減少 |
| 21 | BAC | Bank Of America CORP | -0.1% | -2.34% | 減少 |
| 22 | HON | Honeywell International INC | -0.1% | -3.95% | 減少 |
| 23 | HAS | Hasbro INC | -0.1% | -2.51% | 減少 |
| 24 | UTXZ | United Tech CORP | -0.1% | -1.40% | 減少 |
| 25 | ETN | Eaton Corporation plc | -0.1% | -1.10% | 減少 |
| 26 | PRU | Prudential Financial INC | -0.1% | -3.13% | 減少 |
| 27 | QCOM | Qualcomm INC | -0.1% | -1.96% | 減少 |
| 28 | RTN1USD | Raytheon Company | -0.1% | -0.86% | 減少 |
| 29 | VEA | Vanguard Ftse Developed ETF | -0.1% | -4.42% | 減少 |
| 30 | LMT | Lockheed Martin CORP | -0.1% | -0.59% | 減少 |
| 31 | KHC | Kraft Heinz Co/the | -0.1% | -10.63% | 減少 |
| 32 | IWM | Ishares Russell 2000 ETF | -0.1% | -4.11% | 減少 |
| 33 | SNA | Snap-on INC | -0.1% | +0.10% | 増加 |
| 34 | HP | Helmerich & Payne | -0.1% | -5.42% | 減少 |
| 35 | RF | Regions Financial CORP | -0.1% | -1.67% | 減少 |
| 36 | CLRUSD | Continental Resources Inc/ok | -0.1% | -71.62% | 減少 |
| 37 | GS | Goldman Sachs Group INC | -0.1% | -73.57% | 減少 |
| 38 | AMZN | Amazon.com INC | -0.1% | -4.36% | 減少 |
| 39 | IDV | Ishares International Select | -0.1% | -21.07% | 減少 |
| 40 | T | At&t INC | -0.2% | -11.17% | 減少 |
| 41 | XOM | Exxon Mobil CORP | -0.2% | -2.11% | 減少 |
| 42 | META | Meta Platforms Inc-class A | -0.2% | -51.16% | 減少 |
| 43 | WRKUSD | Westrock Co | -0.2% | -67.01% | 減少 |
| 44 | OPLN | Openlane INC | -0.2% | -69.61% | 減少 |
| 45 | SLB | Slb LTD | -0.3% | -6.16% | 減少 |
| 46 | MMM | 3m Co | -0.3% | -33.85% | 減少 |
| 47 | AAPL | Apple INC | -0.3% | -5.91% | 減少 |
| 48 | JBHT | Hunt (jb) Transprt Svcs INC | -1% | -44.82% | 減少 |
| 49 | AXP | American Express Company | — | EXIT | 全売却 |
| 50 | WSM | Williams-sonoma INC | — | NEW | 新規購入 |