CIK: 0001079736
申告総資産額
$29.6億
上位200銘柄を表示中（全215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 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.28% | — | +3.67% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.01% | — | +3.39% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.68% | -0.15% | -2.70% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.46% | -0.13% | -0.03% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 2.37% | -0.29% | -2.48% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.29% | -0.11% | +14.79% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.18% | +0.10% | -2.39% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.12% | -0.09% | +0.63% | |
| 9 | OMC | Omnicom Group | 株式-通信サービス | 2.05% | — | -2.39% | |
| 10 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.97% | -0.23% | -3.02% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.97% | -0.20% | -3.40% | |
| 12 | WFC | Wells Fargo & Co | 株式-金融 | 1.90% | — | -13.48% | |
| 13 | BAC | Bank Of America CORP | 株式-金融 | 1.85% | — | -2.47% | |
| 14 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.74% | — | -4.03% | |
| 15 | WASH | Washington Trust Bancorp | 株式-その他 | 1.73% | — | -0.64% | |
| 16 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.70% | — | -2.05% | |
| 17 | WSO | Watsco INC | 株式-資本財 | 1.67% | — | -3.62% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.60% | -0.26% | -2.11% | |
| 19 | ACM | Aecom | 株式-資本財 | 1.56% | — | -3.08% | |
| 20 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.50% | — | +47.74% | |
| 21 | AIG | American International Group | 株式-金融 | 1.50% | — | -2.74% | |
| 22 | BA | Boeing Co/the | 株式-資本財 | 1.46% | — | -2.38% | |
| 23 | STT | State Street CORP | 株式-金融 | 1.46% | — | -2.99% | |
| 24 | VAREUR | Varian Medical Systems INC | 株式-その他 | 1.41% | — | -2.61% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.36% | -0.18% | -2.34% | |
| 26 | HO1 | Hologic INC | 株式-その他 | 1.31% | — | -2.82% | |
| 27 | T | At&t INC | 株式-通信サービス | 1.24% | — | +5.24% | |
| 28 | SLB | Slb LTD | 株式-エネルギー | 1.23% | — | -0.06% | |
| 29 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.14% | — | -2.18% | |
| 30 | GE | GE Aerospace | 株式-資本財 | 1.14% | — | -4.88% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 1.10% | — | -0.23% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.10% | — | -0.76% | |
| 33 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.09% | — | -3.18% | |
| 34 | PYPL | Paypal Holdings INC | 株式-金融 | 1.09% | — | -2.26% | |
| 35 | CERNCHF | Cerner CORP | 株式-その他 | 1.07% | — | -3.14% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.05% | — | +5.64% | |
| 37 | CELG | Celgene CORP | 株式-その他 | 1.05% | — | -3.39% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 1.03% | — | +5.09% | |
| 39 | ✓ | Delphi Automotive PLC | 株式-その他 | 1.01% | — | -3.94% | |
| 40 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.00% | — | +1.36% | |
| 41 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.98% | -0.08% | -2.12% | |
| 42 | SNCREUR | Synchronoss Technologies INC | 株式-その他 | 0.97% | — | -4.61% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.89% | -0.63% | +0.57% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.89% | — | +1.63% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.87% | — | -9.58% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.86% | — | -8.49% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.86% | — | +147.17% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.81% | — | +1.79% | |
| 49 | MBLY | Mobileye Global Inc. | 株式-その他 | 0.80% | — | -8.32% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.79% | +0.14% | -1.48% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.6% | +147.17% | 増加 |
| 2 | AEP | American Electric Power Company, Inc. | +0.5% | +47.74% | 増加 |
| 3 | JPM | Jpmorgan Chase & Co | +0.5% | -2.70% | 減少 |
| 4 | BAC | Bank Of America CORP | +0.5% | -2.47% | 減少 |
| 5 | WASH | Washington Trust Bancorp | +0.5% | -0.64% | 減少 |
| 6 | CB | Chubb Limited | +0.4% | +454.09% | 増加 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +14.79% | 増加 |
| 8 | IWM | Ishares Russell 2000 ETF | +0.3% | +3.67% | 増加 |
| 9 | ACM | Aecom | +0.2% | -3.08% | 減少 |
| 10 | CTSH | Cognizant Tech Solutions-a | +0.2% | -4.03% | 減少 |
| 11 | BA | Boeing Co/the | +0.2% | -2.38% | 減少 |
| 12 | PNC | Pnc Financial Services Group | +0.1% | -0.63% | 減少 |
| 13 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +3.39% | 増加 |
| 14 | WFC | Wells Fargo & Co | +0.1% | -13.48% | 減少 |
| 15 | MDY | State Street Spdr S&p Midcap | +0.1% | +5.64% | 増加 |
| 16 | T | At&t INC | +0.1% | +5.24% | 増加 |
| 17 | DFSEUR | Discover Financial Services | +0.1% | -0.21% | 減少 |
| 18 | STT | State Street CORP | +0.1% | -2.99% | 減少 |
| 19 | GE | GE Aerospace | +0.1% | -4.88% | 減少 |
| 20 | ADP | Automatic Data Processing | +0.1% | -1.51% | 減少 |
| 21 | AIG | American International Group | +0.1% | -2.74% | 減少 |
| 22 | ADI | Analog Devices INC | +0.1% | +3.60% | 増加 |
| 23 | SLB | Slb LTD | +0.1% | -0.06% | 減少 |
| 24 | DOW | Dow Chem Co | +0.1% | +4.25% | 増加 |
| 25 | VZ | Verizon Communications INC | +0.1% | +5.09% | 増加 |
| 26 | IWB | Ishares Russell 1000 ETF | +0.1% | +0.63% | 増加 |
| 27 | MSFT | Microsoft CORP | +0.1% | +0.57% | 増加 |
| 28 | CELG | Celgene CORP | +0.1% | -3.39% | 減少 |
| 29 | AMGN | Amgen INC | -0.1% | -1.93% | 減少 |
| 30 | MDT | Medtronic plc | -0.1% | -1.20% | 減少 |
| 31 | ✓ | Delphi Automotive PLC | -0.1% | -3.94% | 減少 |
| 32 | EFA | Ishares Msci Eafe ETF | -0.1% | -9.58% | 減少 |
| 33 | BDX | Becton Dickinson And Co | -0.1% | -2.12% | 減少 |
| 34 | SNCREUR | Synchronoss Technologies INC | -0.1% | -4.61% | 減少 |
| 35 | IEMG | Ishares Core Msci Emerging | -0.2% | -8.49% | 減少 |
| 36 | ✓ | -0.2% | -85.39% | 減少 | |
| 37 | MBLY | Mobileye Global Inc. | -0.2% | -8.32% | 減少 |
| 38 | VAREUR | Varian Medical Systems INC | -0.2% | -2.61% | 減少 |
| 39 | META | Meta Platforms Inc-class A | -0.2% | -2.34% | 減少 |
| 40 | EL | Estee Lauder Companies-cl A | -0.2% | -2.18% | 減少 |
| 41 | V | Visa Inc-class A Shares | -0.3% | -2.48% | 減少 |
| 42 | ZBH | Zimmer Biomet Holdings INC | -0.3% | -13.78% | 減少 |
| 43 | BABA | Alibaba Group Holding-sp Adr | -0.3% | -3.18% | 減少 |
| 44 | CVS | Cvs Health CORP | -0.3% | -2.05% | 減少 |
| 45 | PRGO | Perrigo Company plc | -0.4% | -37.65% | 減少 |
| 46 | AMZN | Amazon.com INC | -0.4% | -3.40% | 減少 |
| 47 | TMO | Thermo Fisher Scientific INC | -0.4% | -3.02% | 減少 |
| 48 | CERNCHF | Cerner CORP | -0.4% | -3.14% | 減少 |
| 49 | ✓ | -0.8% | -93.99% | 減少 | |
| 50 | BBTUSD | Bb&t CORP | — | NEW | 新規購入 |