CIK: 0001158274
申告総資産額
$4.3億
上位200銘柄を表示中（全512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 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.03% | — | +4.09% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.15% | — | +31.58% | |
| 3 | HD | Home Depot INC | 株式-一般消費財 | 2.71% | — | +10.86% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.53% | — | -4.00% | |
| 5 | AAPL | Apple Computer | 株式-IT | 2.33% | — | +14.15% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.22% | — | +11.63% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.03% | — | +3.86% | |
| 8 | MMM | 3m Co | 株式-資本財 | 1.86% | — | +3.21% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.81% | — | +17.08% | |
| 10 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.66% | — | +33.51% | |
| 11 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.62% | — | +13.88% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.59% | — | +8.17% | |
| 13 | PPG | Ppg Industries INC | 株式-素材 | 1.57% | — | +0.76% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.56% | — | +15.23% | |
| 15 | UTXZ | United Tech CORP | 株式-その他 | 1.54% | — | +1.78% | |
| 16 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.50% | — | +12.82% | |
| 17 | ADP | Automatic Data Processing, Inc. | 株式-IT | 1.48% | — | +20.45% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.44% | — | +169.67% | |
| 19 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.44% | — | +2.69% | |
| 20 | CB | Chubb Limited | 株式-金融 | 1.41% | — | +4.37% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.36% | — | +4.33% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.36% | — | +4.43% | |
| 23 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.33% | — | -1.23% | |
| 24 | MO | Altria Group INC | 株式-生活必需品 | 1.32% | — | +0.29% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 1.27% | — | +2.77% | |
| 26 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.24% | — | -0.45% | |
| 27 | UNP | Union Pacific CORP | 株式-資本財 | 1.22% | — | -3.05% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 1.17% | — | -2.91% | |
| 29 | APD | Air Products and Chemicals, Inc. | 株式-素材 | 1.16% | — | +44.38% | |
| 30 | T | At&t INC | 株式-通信サービス | 1.15% | — | +3.62% | |
| 31 | IBM | Intl Business Machines CORP | 株式-IT | 1.09% | — | -4.28% | |
| 32 | COP | Conocophillips | 株式-エネルギー | 1.08% | — | +4.82% | |
| 33 | ✓ | 株式-その他 | 1.00% | — | +13.05% | ||
| 34 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.97% | — | +2.46% | |
| 35 | D | Dominion Energy INC | 株式-公益事業 | 0.96% | — | -7.00% | |
| 36 | ✓ | Susquehanna Bancshares INC Pa | 株式-その他 | 0.96% | — | +5859.71% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.88% | — | +1.74% | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.79% | — | -0.18% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.72% | — | -2.78% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.72% | — | +54.22% | |
| 41 | UBSI | United Bankshares INC | 株式-金融 | 0.68% | — | -0.20% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.68% | — | -2.62% | |
| 43 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.66% | — | +46.69% | |
| 44 | DUK | Duke Energy CORP | 株式-公益事業 | 0.65% | — | -3.70% | |
| 45 | BAX | Baxter International Inc. | 株式-ヘルスケア | 0.65% | — | +1.49% | |
| 46 | OMC | Omnicom Group | 株式-通信サービス | 0.62% | — | +0.45% | |
| 47 | DOW | Dow Chem Co | 株式-素材 | 0.62% | — | +12.02% | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.62% | — | +2.70% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.60% | — | +94.44% | |
| 50 | ORCL | Oracle CORP | 株式-IT | 0.59% | — | -0.48% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +169.67% | 増加 |
| 2 | BMY | Bristol-myers Squibb Co | +0.5% | +33.51% | 増加 |
| 3 | APD | Air Products and Chemicals, Inc. | +0.4% | +44.38% | 増加 |
| 4 | ROP | Roper Technologies INC | +0.4% | +1377.78% | 増加 |
| 5 | EFA | Ishares Msci Eafe ETF | +0.3% | +31.58% | 増加 |
| 6 | HD | Home Depot INC | +0.3% | +10.86% | 増加 |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +94.44% | 増加 |
| 8 | AAPL | Apple Computer | +0.3% | +14.15% | 増加 |
| 9 | ZBH | Zimmer Biomet Holdings INC | +0.2% | +46.69% | 増加 |
| 10 | KO | Coca-cola Co/the | +0.2% | +54.22% | 増加 |
| 11 | VAREUR | Varian Medical Systems INC | +0.2% | +207.69% | 増加 |
| 12 | ✓ | Bard Cr INC | +0.2% | +62.71% | 増加 |
| 13 | YUM | Yum! Brands INC | +0.2% | +163.87% | 増加 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +17.08% | 増加 |
| 15 | CVS | Cvs Health CORP | +0.2% | +2.69% | 増加 |
| 16 | ✓ | Allergan INC Com | +0.2% | +116.50% | 増加 |
| 17 | ✓ | Susquehanna Bancshares INC Pa | +0.1% | +5859.71% | 増加 |
| 18 | VGK | Vanguard Ftse Europe ETF | +0.1% | +195.86% | 増加 |
| 19 | MMM | 3m Co | +0.1% | +3.21% | 増加 |
| 20 | DIS | Walt Disney Co/the | +0.1% | +13.88% | 増加 |
| 21 | ADP | Automatic Data Processing, Inc. | +0.1% | +20.45% | 増加 |
| 22 | KMI | Kinder Morgan INC | +0.1% | +59.14% | 増加 |
| 23 | FXI | Ishares China Large-cap ETF | +0.1% | +440.00% | 増加 |
| 24 | PPG | Ppg Industries INC | +0.1% | +0.76% | 増加 |
| 25 | LOW | Lowe's Cos INC | +0.1% | +8.60% | 増加 |
| 26 | CB | Chubb Limited | +0.1% | +4.37% | 増加 |
| 27 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +85.11% | 増加 |
| 28 | CAH | Cardinal Health INC | +0.1% | +224.27% | 増加 |
| 29 | MSFT | Microsoft CORP | +0.1% | +15.23% | 増加 |
| 30 | BLKCHF | Blackrock INC | +0.1% | +15.48% | 増加 |
| 31 | PNW | Pinnacle West Capital | +0.1% | +52.63% | 増加 |
| 32 | UBSI | United Bankshares INC | +0.1% | -0.20% | 減少 |
| 33 | PG | Procter & Gamble Co/the | 0% | +3.86% | 増加 |
| 34 | ✓ | 0% | +13.05% | 増加 | |
| 35 | ORCL | Oracle CORP | 0% | -0.48% | 減少 |
| 36 | CSCO | Cisco Systems INC | 0% | +1.74% | 増加 |
| 37 | OMC | Omnicom Group | — | +0.45% | 増加 |
| 38 | UTXZ | United Tech CORP | 0% | +1.78% | 増加 |
| 39 | PEP | Pepsico INC | 0% | +8.17% | 増加 |
| 40 | INTC | Intel CORP | 0% | +4.43% | 増加 |
| 41 | MO | Altria Group INC | -0.1% | +0.29% | 増加 |
| 42 | UNP | Union Pacific CORP | -0.1% | -3.05% | 減少 |
| 43 | TGT | Target CORP | -0.1% | -46.67% | 減少 |
| 44 | GILD | Gilead Sciences INC | -0.3% | -0.45% | 減少 |
| 45 | XOM | Exxon Mobil CORP | -0.4% | +4.09% | 増加 |
| 46 | IBM | Intl Business Machines CORP | -0.4% | -4.28% | 減少 |
| 47 | JNJ | Johnson & Johnson | -0.5% | -4.00% | 減少 |
| 48 | DXJ | Wisdomtree Japan Hedged Eq | — | EXIT | 全売却 |
| 49 | ✓ | — | EXIT | 全売却 | |
| 50 | CDK | Cdk Global INC | — | NEW | 新規購入 |